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Consulting Approach to Problem Solving Course

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What will I learn?

Become a proper expert at solving financial problems with our 'How to Solve Problems Like a Consultant' course. This course is made for people working in finance and will give you real, practical knowledge about things like putting money in different places (asset allocation), the basics of investment portfolios, and how to handle risks. You'll learn how to look at what's happening in the market, come up with solutions that actually work, and explain your ideas clearly. You'll also get better at making decisions by using methods like SWOT analysis (looking at strengths, weaknesses, opportunities, and threats) and root cause analysis (finding out the real reason why something is happening). Boost your consulting skills and start making a real difference with financial plans!

Apoia's Unique Offerings

Online courses with lifetime access
Certificate aligned with educational standards
Printable PDF summaries
24/7 online support
Select and organise the chapters you wish to study
Set your own course workload
Instant feedback on practical activities
Study at your convenience, no internet required

Develop your skills

Enhance your practical skills listed below

Get good at putting money in different places (Master asset allocation): Learn how to make the best portfolios using smart strategies.

Understand what's happening in the market (Analyze market trends): Learn to read economic signs to make good investment choices.

Create solutions that work (Develop actionable solutions): Make custom strategies that meet what your clients need.

Explain your ideas clearly (Present findings effectively): Show your insights using charts and graphs that people can understand.

Handle investment risks (Manage investment risks): Use tools to protect against risks.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can change the chapters and 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 similar to the examples below

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