Online course in Business & Management

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

  • Duration 4 weeks
  • Weekly study 3 hours
  • Learn Free
  • Extra benefits From $69 Find out more
  • Accreditation Available More info
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

Who is this accredited by?

EOCCS: This course is accredited by EOCCS, the first international quality benchmark for online courses in business and management education.

When would you like to start?

Most FutureLearn courses run multiple times. Every run of a course has a set start date but you can join it and work through it after it starts. Find out more

  • Available now
    This course started 16 Sep 2019

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.

Academic credit

If you are aiming to use your study of courses in the Business and Finance Fundamentals program to obtain academic credit, please be aware that the final planned presentation of the Open University Assessment Course BXM191 Business and Finance Fundamentals in Practice starts October 2020. Please ensure that you allow yourself enough time to obtain all eight Certificates of Achievement from courses in the program before registering for the Assessment Course. The start dates of the relevant FutureLearn courses in 2019 and 2020 are available here.

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

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.

A pioneer in flexible learning for over 30 years, The Open University Business School delivers transformational, high quality business and management education which is quality assured.

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  • Access to this course for 6 weeks

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  • Access to this course for as long as it’s on FutureLearn
  • Access to this course’s tests as well as a print and digital Certificate of Achievement once you’re eligible
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  • Access to this course, and hundreds of other FutureLearn short courses and tests for a year
  • A printable digital Certificate of Achievement on all short courses once you’re eligible
  • The freedom to keep access to any course you've achieved a digital Certificate of Achievement on, for as long as the course exists on FutureLearn
  • The flexibility to complete your choice of short courses in your own time within the year
Find out more about upgrades or Unlimited.
Available until 31 October 2019. T&Cs apply.

Get a taste of this course

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