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Online course

Managing My Investments

Gain the skills to manage your investments: analyse portfolio risk and plan your pension, with this free online course.

What’s the difference between a free course and an upgraded course?

Free:

  • Access to the course for its duration + 14 days, regardless of when you join (this includes access to articles, videos, peer review steps, quizzes)
  • 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, quizzes)
  • Access to course tests
  • A Certificate of Achievement when you complete the course

Find out more

Managing My Investments

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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 . Managing My Investments aims to give you the tools to avoid these personal finance nightmares.

Understand investment choices, risks and returns

On this free online course, you’ll learn about different investment choices, the returns and risks associated with each, and the evidence about their historical performance. You’ll explore investment strategies, as well as the practicalities about involvement in personal finance markets. And you’ll 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 issues explored in the course are reflected in the arena of personal investments.

The course is up-to-date and covers the current reforms to UK pensions due to be rolled out in 2015 – changes that will radically alter the way many people will use their pension savings as they move into retirement .

Managing My Investments aims to give you the knowledge and confidence to take charge of your investments and your financial future.

You can find out more about what to expect from the course in Martin Upton’s post for the FutureLearn blog: “Understanding the UK pensions revolution.”

This course is presented on FutureLearn with the kind support of True Potential LLP.

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

The True Potential Centre for the Public Understanding of Finance (True Potential PUFin) is a pioneering Centre of Excellence for research in the development of personal financial capabilities, based at The Open University Business School. The establishment and activities of True Potential PUFin have been made possible thanks to the generous support of True Potential LLP, which has committed to a five-year programme of financial support for the Centre totalling £1.4 million.

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What topics will you cover?

  • Week 1: Why and how should we invest for the future?
  • Week 2: The spectrum of personal investments
  • Week 3: Devising investment strategies – principles and practice
  • Week 4: Investment in practice: practices, styles, history and performance
  • Week 5: Investing for retirement: planning your pension
  • Week 6: Investment and human behaviour

When would you like to start?

  • Date to be announced

What will you achieve?

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

  • Assess and to understand the range of investments available to the public and the factors that determine the returns they provide.
  • Calculate to understand pension products and how to plan for income in retirement.
  • Engage to understand key investment theories and their linkage to investment practice.
  • Demonstrate to understand to how evaluate investment performance.
  • Assess to understand financial risks.
  • Explore how behavioural factors (or biases) can affect investment behaviour.

Who is the course for?

This course is intended for those with an interest in developing their personal financial skills to make good decisions when managing their investments and buying investment products. The course does not require any previous experience of this subject.

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.

What’s the difference between a free course and an upgraded course?

Free:

  • Access to the course for its duration + 14 days, regardless of when you join (this includes access to articles, videos, peer review steps, quizzes)
  • 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, quizzes)
  • Access to course tests
  • A Certificate of Achievement when you complete the course

Find out more

Get extra benefits, upgrade this course. For $54 you'll get:

Unlimited access

Upgrading will mean you get unlimited access to the course.

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  • Take the course at your own pace
  • Refer to the material at any point in future

If you’re taking a course for free you have access to the course for its duration + 14 days, regardless of when you join. If you upgrade the course you have access for as long as the course exists on FutureLearn.

Access to tests

When you upgrade you’ll have access to any tests during the course.

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  • Validate your learning
  • Ensure you have mastered the material
  • Qualify for a certificate

To receive a Certificate of Achievement you need to take any tests and score over 70%. You don’t get access to tests if you choose to take a course for free.

Certificate of Achievement

Upgrading means you’ll receive a Certificate of Achievement when you complete the course.

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  • Prove your success when applying for jobs or courses
  • Celebrate your hard work
  • Display on your LinkedIn or CV

To receive a Certificate of Achievement you need to mark 90% of the steps on the course as complete, and score over 70% on any course tests.

Upgrade


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