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Finance: The Basics

E-Learning
6 Hours
£75 + VAT
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One of our main ambitions is to make people outside the profession discover how rewarding a career in finance is, but we’ve discovered a few barriers along the way. One of which is forgetting all about the basics. For example, financial administrators creating client reports without knowing what a fund really is. Unsurprisingly, omissions like these are how errors and inefficiencies occur, plus it’s not quite living up to the excitement we were shouting about earlier.

This is where we can help. In one module, we have conveniently wrapped up an introduction to personal finance, the economy, investment assets, product wrappers, job roles and key regulation. All of which is broken down in plain, simple language that can be relatable to everyday life. We hope that this will offer a great introduction to those who are new to finance, or to provide support to those who are already doing the day job and just need help with the foundations.

This module is defined by six units. They are:

  • Let's put finance in context
  • Personal taxation and the economy
  • An introduction to investment assets
  • Products and platforms
  • Key roles
  • The regulation of advice

During this module, you will:

  • Understand the importance of finance and the impact it has on our everyday lives.
  • Consider the main areas of personal taxation and the effects of inflation.
  • Explain why people may choose to invest and the main asset types.
  • Understand what an investment fund is and the advantages of investing them.
  • Identify the main investment wrappers and their taxation differences.
  • Consider the key roles within the financial services structure.
  • Learn the regulatory changes and understand the key requirements.
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