Chartered Management Institute
This course is based on the Postgraduate Diploma in Strategic Leadership and Management (Level 7), which is accredited by the CMI towards gaining the Chartered Manager status.
Develop a confident, practical command of investment analysis, securities evaluation and financial markets regulation. This course equips finance professionals with the analytical tools to assess investment opportunities, manage portfolios and navigate the regulatory environment governing global financial markets.
Investment decisions made without rigorous analytical foundations expose organisations and clients to unnecessary risk. Yet many finance professionals who find themselves responsible for investment analysis or treasury management have never received structured training in securities evaluation, market regulation or portfolio construction.
Participants will develop practical proficiency in evaluating equity, fixed income and derivative securities, examine the regulatory frameworks governing global financial markets including the London Stock Exchange, and apply portfolio management principles to construct and review investment strategies aligned with client or organisational objectives. The course draws on current regulatory standards including MiFID II, Basel III and FCA conduct of business rules, ensuring direct relevance to professionals operating in regulated financial environments.
This course is aligned with the CMI recognised Postgraduate (Level 7) Diploma in Accounting and Finance. Participants who complete this certificate and wish to progress to the full diploma may do so through LIBT's structured pathway, with this course counting towards the relevant module requirements.
By the end of this course, you will be able to:
Critically evaluate the characteristics, risks and return profiles of equities, bonds, derivatives and collective investment vehicles.
Apply investment theory including the Efficient Market Hypothesis, CAPM and modern portfolio theory to real investment decisions.
Assess the regulatory framework governing securities trading and financial markets, including MiFID II and FCA requirements.
Analyse the taxation implications of investment decisions including income tax, capital gains tax and corporation tax considerations.
Construct, manage and review client or organisational portfolios aligned with defined risk profiles and investment objectives.

This course is based on the Postgraduate Diploma in Strategic Leadership and Management (Level 7), which is accredited by the CMI towards gaining the Chartered Manager status.

London Institute of Business & Technology is a member of the prestigious Association to Advance Collegiate Schools of Business (AACSB)

London Institute of Business & Technology is a full member of the Quality Assurance Agency for Higher Education (QAA).
On successful completion you may progress directly into:
The London Institute of Business and Technology (LIBT) is a British institution with over a decade of experience delivering professional and executive education to organisations and individuals across the world. We work with more than 200 companies globally, delivering programmes in the UK, UAE, Thailand, Bhutan, Sri Lanka, Jamaica, the Isle of Man and beyond. Our reach is international; our standards are uncompromisingly British.
LIBT has been delivering professional and executive education for over ten years. We have worked with organisations across the private, public and third sectors, from regional government bodies and development agencies to multinational corporations and financial institutions. Our programmes have been delivered across four continents, and our trainers bring deep practitioner experience to every cohort they work with.
We do not treat corporate training as a commodity. Every programme we deliver, whether to an individual learner or a cohort of fifty senior leaders, is held to the same standard: rigorous in content, practical in application and relevant to the challenges leaders face today.
LIBT is a full member of the Quality Assurance Agency for Higher Education (QAA), the UK's independent body responsible for safeguarding standards in higher education. This membership confirms that our programmes, processes and academic practices meet the standards expected of a recognised UK higher education provider - an assurance that matters to corporate clients evaluating training providers for senior and executive cohorts.
LIBT holds accreditation and endorsement from the UK's most respected professional bodies.
The Chartered Management Institute (CMI) accredits and endorses a range of LIBT programmes, confirming they meet CMI's standards for management and leadership education. Participants completing a CMI-accredited programme at LIBT become eligible for Chartered Manager status, one of the most widely recognised professional designations in management worldwide.
The Association for Project Management (APM) has recognised LIBT's Postgraduate Diploma in Project Management under its Pathway 2 Recognised Assessment for the Chartered Project Professional (ChPP) designation, placing LIBT among a select group of institutions whose assessment meets APM's professional standard.
For participants who wish to convert professional achievement into formal academic qualifications, LIBT's programmes provide direct pathways to postgraduate and undergraduate degrees at partner universities including the University of London, Coventry University, the University of Lancashire, the University of Portsmouth, the University of Essex, the University of Wolverhampton and Acacia University in the United States. Progression is based on each university's independent review of LIBT's programmes and outcomes.
Hear from the professionals who studied with LIBT, the skills they gained, the goals they reached, and the moments that changed how they work.
Register in minutes and start whenever suits you. If you would like to discuss the course, your delivery options, or how it fits into your development plan, our team is happy to talk it through beforehand.

