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PCT-PC-026 · Professional Certificate Programme · School of Business, Finance & Management

Investment Management

Learn foundational investment-management concepts including goals, risk, return, diversification, asset classes, portfolio thinking, fees and disciplined review. This course is educational and does not provide personalised investment advice.

2 Months DurationIntermediate LevelOnline / Self-Paced FormatPloutos Certificate of Completion Award
Investment Management
Course overview

Learn foundational investment-management concepts including goals, risk, return, diversification, asset classes, portfolio thinking, fees and disciplined review. This course is educational and does not provide personalised investment advice.

What you will learn

  • Explain risk, return and diversification
  • Compare common asset classes at a basic level
  • Link investment choices to goals and time horizons
  • Understand fees, inflation and portfolio monitoring
  • Apply disciplined, ethical decision-making without making personalised recommendations

Programme structure

This programme includes 8 structured lessons, practical activities, portfolio evidence and a final online knowledge check. Complete all lessons and achieve the required assessment mark to unlock the course certificate.

Learning Outcomes

  • Explain risk, return and diversification
  • Compare common asset classes at a basic level
  • Link investment choices to goals and time horizons
  • Understand fees, inflation and portfolio monitoring
  • Apply disciplined, ethical decision-making without making personalised recommendations

Programme Information

  • Programme type: Professional Certificate Programme
  • Course code: PCT-PC-026
  • Study load: 8 structured weekly lessons plus practical portfolio work
  • Award: Ploutos Certificate of Completion

Open online enrolment. Any tuition or programme fee must be set by Ploutos administration before billing; no fee is pre-filled in this package.

Curriculum

8 Structured Lessons

1

Investment Goals, Time Horizons & Financial Foundations

2–4 hours incl. practical work

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2

Risk, Return, Inflation & Compounding

2–4 hours incl. practical work

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3

Cash, Bonds, Shares, Property & Other Asset Classes

2–4 hours incl. practical work

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4

Diversification, Asset Allocation & Portfolio Basics

2–4 hours incl. practical work

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5

Investment Research, Information Sources & Due Diligence

2–4 hours incl. practical work

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6

Fees, Costs, Taxes Concepts & Performance Measurement

2–4 hours incl. practical work

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7

Behavioural Bias, Scams, Ethics & Investor Protection

2–4 hours incl. practical work

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8

Investment Policy, Portfolio Review & Capstone

2–4 hours incl. practical work

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