Fundamentals of Investment and Finance

Offers a general review of the financial services sector, with a specific focus on investments from a global perspective.


Investment fundamentals aims to demystify the process of using money to make money and give you a basic introduction to the key investment topics. This guide takes you through: Getting ready to invest, including goal setting and understanding the impact of cost and risk.

This course offers a general review of the financial services sector, with a specific focus on investments from a global perspective. The focus of the course is on international markets and covers key financial principles and products in depth including assets and markets, equities, bonds, derivatives (CFDs, Forex etc) and investment funds.

During the course, you will explore the broader economic environment in which the financial services operates and learn about the various markets and products offered within them. You will also familiarise yourself on relevant regulations and understand the required ethical behaviour for the sector.

Training Duration
This course may take up to 8 hours to be completed. However, actual study time differs as each learner uses their own training pace.

This course is ideal for anyone interested to obtain better knowledge in investment and finance, and for people who are beginning their career in financial services.This course is also compliant with the latest ESMA and MiFID II guidelines for the professional competence and knowledge of people working in the financial services sector.

Training Method
The course is offered fully online using a self-paced approach. The learning units are based on video-led material. Learners may start, stop and resume their training at any time.

At the end of the training, participants take a Quiz to complete their learning and earn a Certificate of Completion.

Registration and Access
To register to this course, click on the ‘Add To Cart’ button to pay online and receive your access instantly. If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalising your payment.

Access to the course is valid for 180 days.

If you wish to receive an invoice instead of paying online, please Contact us here. Talk to us for our special Corporate Group rates.

This programme has been developed by the European Institute of Management and Finance (EIMF), a globally-recognised training institution.

The syllabus is verified by external subject matter experts and can be accredited by financial bodies for 8 CPD Units that approve education in general financial training, such as the CISI.

Eligibility criteria and CPD Units are verified directly by your association or other bodies which you hold membership.

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