Personal Finance and Investment

Do you know what it takes to gain financial independence? This course will help you gain insight into how to manage your personal finances and get a good grasp of financial markets.

We’ll start with managing your personal finances, introduce you to financial markets, and discuss different asset classes, and then move on to technical and fundamental analysis, as well as portfolio management and investment theory.

As with most disciplines, practice makes perfect. Use the opportunities provided in this course to develop your personal finance and investment skills. Tackle the quizzes as you go and take note of the feedback, which will help deepen your understanding of the field.

This course is designed for anyone who wants to learn how to manage their personal finance and improve their financial situation.

Exit Level Outcomes

Upon completing this course, you should be able to:

Define the term financial markets, their key elements and their function in the economy;

Explain the features of the various financial markets and their effect on the financial system;

Understand personal finance and investment concepts;

Quantify the relationship between risk and reward and how this relates to investment opportunities;

Understand asset classes;

Differentiate between trading and investing;

Understand the concept of fundamental analysis and its applications;

Understand the concept of technical analysis and its applications;

Differentiate between active and passive investment; and

Explain various investment theories.


A Certificate of Competence will be awarded to all participants who successfully submit and pass their assignments, and exams*

A Certificate of Completion will be awarded to all who successfully submit and pass their assignments

A Certificate of Attendance will be awarded to all who attended the training session


Study in your own time

Access to online material: 6 months

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Personal Finance and Investment

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