Access courses

Financial Investment Consultant Course

What will I learn?

Open up your chances of becoming a proper financial investment consultant with this full course. Get deep into financial instruments, look closely at how equity and bond markets work, and become a master of modern portfolio theory. Learn how to check how much risk a client can handle, set investment targets, and improve how you talk to people. Check performance figures, manage investment risks, and understand how the economy affects the markets. Our short, well-made modules that focus on practice are designed to give you the skills you need to do well in the fast-moving world of investments.

Apoia's Unique Features

Online and lifetime access to courses
Certificate aligned with educational standards
PDF summaries for easy printing
Online support available at all times
Select and arrange the chapters you want to study
Set your own course workload
Instant feedback on practical activities
Study at your convenience, no internet required

Develop skills

Strengthen the development of the practical skills listed below

Become a master at looking at equity and bond markets so you can make good investment choices.

Develop ways of sharing out assets to make portfolio performance as good as possible.

Check how much risk a client can handle and create investment plans that suit them.

Judge investment performance using advanced financial modelling ways.

Put in place risk management plans to protect investment portfolios.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can change the chapters and the workload.

  • Choose which chapter to start with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can add

You will be able to generate more chapters like the examples below

This is a free course, focused on personal and professional development. It is not equivalent to a technical, undergraduate, or postgraduate course, but offers practical and relevant knowledge for your professional journey.