Financial Investment Portfolio Building - Level 3

4.5( 4 REVIEWS )
152 STUDENTS
Overview Aspiring Investors, Financiers, and Portfolio Managers will find the Financial Investment Portfolio Building – Level 3 a well-constructed course. …

Overview

Aspiring Investors, Financiers, and Portfolio Managers will find the Financial Investment Portfolio Building – Level 3 a well-constructed course. It’s a foundation course that provides insight on the best approach on how to take minimal risks and generate maximum returns. You will understand the process involved in building an investment portfolio has changed over the years.     

The Financial Investment Portfolio Building course caters to all levels of investors from beginners to those with a little more experience. The course will demonstrate proven quantitative strategies that hedge funds apply to build a resilient investment portfolio. Studying this topic will set you up to build your own investment portfolio.          

The Financial Investment Portfolio Building course will provide the relevant expertise and skills on what it takes to be successful in creating a multi-strategy portfolio. It is designed to improve and help you accomplish your professional goals. There is an ever-increasing need for qualified individuals and this course will demonstrate to leading employers you are continually developing yourself and making you a desirable candidate.

Why You Should Consider Taking this Course at Study365?

Study365 is a leading online provider for several accrediting bodies and provides learners the opportunity to take this accredited iAP course.  At Study365, we give our fullest attention to our learners’ needs and ensure they have the necessary information required to proceed with the training.  

Learners who register will be given excellent learning support, discounts for future purchases, and be eligible for a TOTUM Discount card and Student ID card with amazing offers and access to retail stores, the library, cinemas, gym memberships, and their favourite restaurants. 

  • About the Tutor
  • Learning Outcome
  • Who is this Course for?
  • Entry Requirements
  • Method of Assessment
  • Certification
  • Awarding Body
  • Career Path & Progression

Eng Guan Lim and Patrick Ling are former portfolio managers who have since established AllQuant. It is a private fund management company committed to providing outstanding education in investing and financial markets and distinguishing between professional and retail investing. E.G. and Patrick are investment professionals with more than three decades of experience in financial markets. They have gained expertise through employment in investment banks, asset management firms, hedge funds, and property trading. The duo aims to deliver enriching courses focusing on more practical elements and created through real-world experiences. The objective is to empower learners to take complete control of their investments. 

  • Understand finance fundamentals for a stable investment portfolio
  • Gain an introduction to Risk Parity Concept
  • Learn about the Capital Market Line
  • Learn about Modern Portfolio Theory and limitations
  • Learn about Multi-Strategy Approach

This course is recommended for,

  • Beginner Investors
  • Aspiring Portfolio Managers
  • Anyone who wants to learn about the finance fundamentals for investments
  • Learners should be over the age of 16, and have a basic understanding of English, ICT and numeracy
  • A sound educational background is recommended

This is a knowledge-based course, and thus, will contain no method of assessment. 

Upon the successful completion of the course, learners will be awarded an accredited Certificate of Completion for Financial Investment Portfolio Building - Level 3 by iAP.

The International Awards for Professionals (iAP) is an awarding body established in 1999 that aims to promote a high educational standard. They hope to create online education that is trustworthy and credible. They are focused on raising the standards of online education, and ensuring it is accessible to all. The iAP provides accreditation for a range of educational establishments, and monitors and continually develops the educational standards of such institutions. Their globally recognised certifications give learners the opportunity to acquire the skills and knowledge needed to gain employment in the chosen fields. 

The Financial Investment Portfolio Building - Level 3 Certificate will improve your candidature for a number of jobs in the finance and investment sectors.  You can study further related courses that will open the door to new and exciting opportunities and enhance your expertise in this subject, and add this as a skillset on your resume. Your skills will be recognised by top employers and organisations that will enable you to land a generous-paying job, gain plenty of benefits, and a wide array of opportunities. Given below are job titles you can compete for, along with the average UK salary per annum according to https://www.glassdoor.com.

  • Investor - £95,000 (Approximately)
  • Portfolio Manager - £77,000 (Approximately)

Course Curriculum

1. Instructor Introduction
1.1 Instructor Introduction FREE 00:02:00
2. Part 1 Modern Portfolio Theory
2.1 Part 1 Modern Portfolio Theory 00:08:00
3. Part 2 Capital Asset Pricing Model
3.1 Part 2 Capital Asset Pricing Model 00:08:00
4. Part 3 Limitations of MPT
4.1 Part 3 Limitations of MPT 00:05:00
5. Part 4 Risk Parity
5.1 Part 4 Risk Parity 00:03:00
6. Part 5 Multi-Strategy
6.1 Part 5 Multi-Strategy 00:04:00
Completion Certificate Request
Completion Certificate Request

Students feedback

4.5

Average rating (4)
4.5
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    R T

    Rudy Turner

    August 12, 2021
    Above Average

    My first experience with your website has been above average.

    M C

    Marley Campbell

    July 06, 2021
    All Covered

    All the basic knowledge covered in depth is very beneficial for entrepreneurs like me.

    Q H

    Quinn Harvey

    June 22, 2021
    Detailed

    The course content was detailed and comprehensive.

    G H

    Glen Holland

    May 15, 2021
    Glad

    Gained pretty much.

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