Recommended renewal: 3 years.
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Finance & Investment
180 Students
The Finance & Investment Course introduces key concepts in finance, financial planning, wealth management, risk management, and investment planning. Learners explore financial statements, investment decisions, risk assessment, financial advice, and foundations relevant to finance-related roles. It suits beginners, career changers, business learners, and anyone wanting to build a stronger understanding of finance and investment. The course develops knowledge that can …
The Finance & Investment Course introduces key concepts in finance, financial planning, wealth management, risk management, and investment planning. Learners explore financial statements, investment decisions, risk assessment, financial advice, and foundations relevant to finance-related roles. It suits beginners, career changers, business learners, and anyone wanting to build a stronger understanding of finance and investment.
The course develops knowledge that can support work in banking, financial services, investment support, wealth management, and related business settings. Learners build skills in analysing financial information, planning investments, assessing risk, and understanding client needs. This provides preparation for study and career development in Canada’s financial services sector.
The course is delivered online, giving learners the flexibility to study around work, education, or other commitments. Structured course materials allow learners to review key finance and investment topics at their own pace. Successful completion provides a certificate that can support ongoing learning and career development.
Please note: This Finance & Investment Course only gives you the theoretical knowledge that you need to excel in this field. This Course doesn’t entitle you to practise as a professional in this specific field.
- Extra Included :
- Free Accredited Certificate Included
- Instant e-certificate and hard copy dispatch by next working day
- Fully online, interactive course with audio voiceover
- Self-paced learning and laptop, tablet, smartphone-friendly
- 24/7 Learning Assistance
- Discounts on bulk purchases
Last audited and updated on: 21th August 2026
Who Should Take This Course
This course is ideal for:
- Beginners interested in finance and investment
- Career changers exploring financial services
- Business learners wanting finance knowledge
- Aspiring financial planning and advisory staff
- Employees seeking to strengthen finance skills
- Learners preparing for further financial study
Why Take This Course
- Build career-relevant knowledge for Canada’s financial sector
- Develop industry-relevant finance and investment skills
- Study through a flexible online learning structure
- Follow a beginner-friendly course design
- Support career growth and employability
- Gain a certificate for career development
Job Opportunities & Salary (CAD)
- Financial Advisor – CAD $49,700 – $152,000
- Financial Analyst – CAD $58,700 – $150,500
- Investment Analyst – CAD $58,700 – $150,500
- Investment Dealer – CAD $49,900 – $183,500
- Credit Analyst – CAD $43,700 – $112,000
- Financial Sales Representative – CAD $43,700 – $112,000
Entry Requirements
- No formal qualifications required
- Basic English reading and writing skills
- Basic computer literacy
- Interest in finance and investment
- Access to internet and device for online learning
- Suitable for beginners in Canada
Accreditation
All of our courses, including this Finance & Investment Course, are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.
CPD Accredited
All of our courses are accredited by the CPD Quality Standards as conforming to universally accepted Continuing Professional Development (CPD) guidelines.
QLS Endorsed
The Quality Licence Scheme (QLS) is a trusted endorsement framework that certifies high-quality, non-regulated training programmes across various sectors.
Association of Healthcare Trainers
The Association of Healthcare Trainers (AoHT) promotes high-quality healthcare training, supporting providers to deliver relevant, industry-aligned education and improve professional standards.
Certification
Once you’ve successfully completed your course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost CA$9.99). All of our courses are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.
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Course Curriculum
The detailed curriculum outline of our Finance & Investment Course is as follows:
Start with the foundations of finance and learn how financial concepts connect to personal, business, and investment decisions. This section establishes the terminology and ideas used throughout the course.
Explore the communication, financial understanding, and client-focused skills commonly associated with financial advisory work. Learners gain insight into how financial information can be discussed and presented clearly.
Financial planning focuses on setting financial goals and considering appropriate strategies to meet them. Learners examine the factors that can influence financial decisions and planning outcomes.
This section looks at managing wealth and understanding personal financial position. Learners explore personal financial statements and how they can help organise income, assets, liabilities, and financial information.
Risk is a central part of financial decision-making. Learners examine how financial risks can be identified, assessed, and considered when developing suitable financial strategies.
Investment planning introduces approaches to making informed investment decisions. Learners consider investment objectives, financial circumstances, risk, and factors that may influence investment choices.
Financial decisions can become more complex when personal circumstances change. This module introduces financial considerations associated with divorce planning and the role of financial information during major life changes.
Digital tools can help financial advisors understand how audiences interact with online content. Learners are introduced to Google Analytics and its potential use in understanding website activity and improving digital communication.
FAQ
You can learn about financial principles, financial planning, personal financial statements, wealth management, risk assessment, investment planning, and financial advisory skills. The course also introduces topics such as divorce planning and Google Analytics for financial advisors.
Yes. Online study allows learners in Canada to complete course materials around work, education, or other commitments. A flexible learning format can make it easier to review finance and investment topics at your own pace.
Finance and investment knowledge can support career paths such as financial analyst, credit analyst, investment analyst, financial sales representative, and other finance-related roles. Some positions in Canada may require additional education, licensing, registration, or employer-specific qualifications.
A certificate can demonstrate that you have completed structured learning in finance and investment. It may support your CV and continuing education, although employers may require additional qualifications or experience for specific finance positions.
The course can suit beginners, career changers, business learners, aspiring financial planning staff, employees who want stronger finance knowledge, and learners preparing for further study in finance or investment.
Completion time depends on the course structure and the learner’s study pace. An online format allows learners to organise their study around their existing commitments and revisit course materials when needed.
Excellent
4.8/5
4.8 Average - 78 Reviews
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Original price was: $125.$20Current price is: $20. ex VAT
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for $99-
01 Year of full Course access -
Intermediate
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Endorsed Certificate of Compleiton
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3 hours, 40 minutes of total Unit + Quiz duration -
10 CPD Points
