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Online course

Finance Fundamentals: Investment Theory and Practice

Explore the links between investment theory and practice. Examine investment strategies and performance. How do experts manage?

Free:

  • Access to the course for its length + 14 days, regardless of when you join (this includes access to articles, videos, peer review steps)
  • Access to quizzes and assignments
  • No access to course tests
  • No certificate

Upgraded:

  • Unlimited access to the course, for as long as it exists on FutureLearn (this includes access to articles, videos, peer review steps)
  • Access to quizzes and assignments
  • Access to course tests
  • A Certificate of Achievement when you complete the course

Find out more

Finance Fundamentals: Investment Theory and Practice

This course is part of the Business and Finance Fundamentals and Finance Fundamentals programs, which will enable you to master this subject in depth.

Why join the course?

Research shows that UK households are poor at investment management with a limited understanding of investment choices, risks and returns. The resultant ‘savings gap’ threatens a scenario where many cannot afford to retire. Elsewhere households fail to plan properly to make their investment choices fit with their risk appetites and the time horizons for access to their funds. Finance Fundamentals: Investment Theory and Practice aims to give you the tools to avoid these personal finance nightmares.

You’ll study the various investment choices and the returns and risks associated with different products. You’ll also study investment strategies and how to ensure your approach to investment is consistent with your risk-return appetite. You’ll also look at how to avoid the individual and group behavioural traits that can impair effective investment decision making.

Throughout the course will provide recent and current case studies on investment issues to demonstrate how the ideas and problems explored in the course are manifested by episodes in the world of personal investments.

The facilitated 4-week course is right up-to-date and includes coverage of the current reforms to pensions rolled out in 2015 – changes that have radically changed the way many will use their pension savings as they move into retirement.

Finance Fundamentals: Investment Theory and Practice aims to give you the knowledge and confidence to take charge of your investments and your financial future.

Develop fundamental business and finance skills

This course has been developed by The Open University Business School – a pioneering institution that is triple accredited by AMBA, EQUIS and AACSB.

It is one of eight from The Open University, designed to help you gain fundamental business and financial skills, including communication, networking, relationship building, project management, personal financial planning and management, investment and financial services.

You can complete this course as part of one of these two programs:

Finance Fundamentals: four courses, which will give you valuable skills to manage finances at home and at work, and enable you to earn a FutureLearn Award.

Business and Finance Fundamentals: eight courses; holders of FutureLearn Certificates of Achievement for all eight courses can earn 30 UK credits towards The Open University Business School’s BA in Business Management by passing a linked Open University assessment module (requiring separate OU registration and fee).

The True Potential Centre for the Public Understanding of Finance (True Potential PUFin)

This course has been adapted from original material created by The Open University’s True Potential Centre for the Public Understanding of Finance, and was made possible thanks to the generous support of True Potential LLP.

When would you like to start?

  • Date to be announced

What will you achieve?

  • Explore the different types of personal investments and the returns they offer
  • Identify and to understand the key investment management theories
  • Identify investment management practices
  • Explore and review recent investment management stories
  • Identify and to understand the impact of behavioural factors on investment decision-making

Who is the course for?

For further information about registration, the final assessment course, your eligibility and the BA in Business Management, visit the Open University website. The Open University does not operate in Cuba, Iran, North Korea, Sudan and Syria. This means that Learners based in those countries will not be able to convert their participation in this Program to Open University course credits.

Who will you learn with?

Martin Upton

I am Director of the True Potential Centre for the Public Understanding of Finance (PUFin) at the OU Business School. Previously I was Treasurer of Nationwide Building Society.

Who developed the course?

The Open University (OU) is the largest academic institution in the UK and a world leader in flexible distance learning, with a mission is to be open to people, places, methods and ideas.

Buy a personalised, digital and printed certificate and transcript

You can buy a Certificate of Achievement for this course — a personalised certificate and transcript in both digital and printed formats, to prove what you’ve learnt. A Statement of Participation is also available for this course.

Certificate of Achievement + transcript £49.00

Statement of Participation £34.00

Estimate prices in preferred currency

Charges to your account will be made in GBP. Prices in local currency are provided as a convenience and are only an estimate based on current exchange rates.