Financial Analyst

QUALIFI

About This Course

The purpose of this unit is to develop understanding of market equilibrium models, bond valuation and performance evaluation. At the end of this unit learners should be encouraged to make enquiries as to the cause and effect of the impact of current developments in the world’s capital markets on the investment process and critically appraise current thinking on the theories and investments.

Requirements

A first degree in business, management or related subject

Other equivalent international degree qualifications

If English is not your first language, you must provide evidence that you will be able to study at a extended diploma level English, e.g. IELTS 6.0 or TOEFL 550/213 or LIBT-EPT

or

Work experience of 5 years and above, along with two reference letters

As an online learner, you’ll also need a suitable computer with internet connection, together with sufficient IT competence to make effective use of word processing, internet and email

Learning Outcome

Critically evaluate the strengths and weaknesses of the different types of securities.

Analyse and explain the regulation of, and procedures relating to, the trading of securities and new issues in the world markets, including the London Stock Exchange (LSE).

Know how to apply the principles of investment theory, security and market analysis and efficiency.

Analyse the principles of taxation and their implications, including income tax, capital gains tax, inheritance and corporation tax.

Critically evaluate the effectiveness of the law and regulation in controlling the financial services industry.

Know how to plan, manage and review client portfolios according to customer profile and the needs in order to recommend and justify appropriate types of savings and investment.

Frequently Asked Questions

What is included in the cost of my programme?

All course material, including online modules and written assignments

Personal tutor support with online sessions

Dedicated student support

Access to an online community learning forum

Assignment marking and feedback

Am I eligible for this programme?

You are eligible if you meet our stipulated entry requirements.

Will there be an interview?

There is no interview process. You will have to fill out a short application form to make sure you meet the criteria.