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Online course

Finance Fundamentals: Investment Theory and Practice


Look at the investment choices open to you, and the risks and returns of each. Start managing your financial future effectively

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.

Ensure your investments are effective and match your risk-return appetite

Research shows that UK households are poor at investment management, with a limited understanding of choices, risks and returns. This could mean that many people cannot afford to retire in future.

This online course will give you the tools to avoid this nightmare. You will study investment choices, and the risks and returns of each; investment strategies and your risk-return appetite; and behaviours that can impair effective investment decisions.

The Open University’s Centre for the Public Understanding of Finance created this course, with the generous support of True Potential LLP.

What topics will you cover?

  • Investment planning and decision-making
  • Savings and investment products
  • Investment risks
  • Investment theories – diversification, portfolio theory, capital-asset pricing model
  • Investment theories – efficient market hypothesis, random walk theory, chartism
  • Investment in practice – methods employed by fund managers
  • Historical analysis of investment returns
  • Historical investment episodes and what we learn from them
  • Individual human behavioural biases and investment decision-making
  • Group human behavioural biases and investment decision-making

When would you like to start?

  • Available now

What will you achieve?

By the end of the course, you'll be able to...

  • 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.

What do people say about this course?

For me, this short course threw a little more light on several dark corners of investing. Thank you for your efforts in that enterprise.

K Crilley

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 to be open to people, places, methods and ideas.

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Join this course

Free
$0

  • Access to this course for 6 weeks
  • Includes any articles, videos, peer reviews and quizzes

Upgrade
$74

  • Unlimited access to this course
  • Includes any articles, videos, peer reviews and quizzes
  • Tests to validate your learning
  • Certificate of Achievement to prove your success when you're eligible
  • Download and print your Certificate of Achievement anytime
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