Investment and Wealth Management

What you will study

    1. Microeconomics and macroeconomics
    2. Introductory quantitative methods for finance
    3. Financial markets and institutions
    4. Financial regulation and compliance
    5. Corporate finance
    6. Interpretation of financial statements
    7. Fixed income and equity investments
    8. Securities, futures and options
    9. Alternative investments
    10. Portfolio management
    11. Investment performance measurement
    12. Risk management in investments
    13. Information efficiency and asymmetry: the efficient market hypothesis and event studies
    14. Private wealth management and risk management for individuals
    15. Investment platforms, wealth management and service providers
    16. Ethical and professional standards for investment practitioners
    17. Conducting a small-scale research project on a topic in investment and wealth management.

You will be able to select any two optional courses* from the following LSFL course list to complete your qualification:

* The optional courses are free if taken as part of this qualification. You will be sent details about registration for the optional courses after you start your studies with us. 

Key features of the course

    • Flexibility to suit your needs – allowing you to study anytime, anywhere
    • An emphasis on personal and professional development through independent learning
    • Relevance of topics and practical examples to the context of your own professional practice
    • Illustrative practice activities with solutions, “test your understanding” activities and tutor-marked assignments, including a final report, to reinforce learning
    • Advanced diploma from London School of Finance and Law upon course completion

This non-credit advanced diploma is intended for finance students and practitioners who want to upgrade existing knowledge and skills in areas relevant to the investment practice, including investment management, financial risk management, financial markets regulation, taxation of investments and financial planning.

The course can be taken alongside your degree or professional qualification studies elsewhere or as part of your informal career development programme. The knowledge and skills obtained during this course will allow qualification holders to work as investment research assistants in consulting firms or financial analysts in investment companies in the UK or overseas.

Please note that completion of Investment and Wealth Management does not authorise you to offer investment advice services to the public in the UK as this activity is regulated by the Financial Conduct Authority (FCA) and requires a higher level qualification (e.g. the Chartered Financial Analyst (CFA) qualification awarded by CFA Institute or the Investment Management Certificate (IMC) awarded by CFA UK). This course is nonetheless an ideal starting point before beginning a formal training course in investment management or wealth management.


The Advanced Diploma in Investment and Wealth Management is awarded by London School of Finance and Law, allowing you to work as a financial analyst or investment research assistant in investment companies in the UK or overseas.

You will also be awarded certificates of completion for the optional courses you will take as part of this qualification.

Learning outcomes

    • Knowledge and understanding of core subject areas
    • Independent and critical thinking
    • Problem-solving and reasoning
    • Practical and professional skills
    • Data handling, analytical skills and overall research literacy
    • Communication, team working and time management skills

Career relevance

    • Financial management
    • Investment analysis and management
    • Accounting and tax advisory
    • Financial law or law-related fields
    • Risk management
    • Business management consultancy
    • Business and financial journalism
    • Professional training
    • Coaching, mentoring and counselling in the financial services sector

Study method

Online learning with tutor guidance and support

How long it takes

12 months (576 hours)

You need to be able to spend approximately 12 hours per week on studying this course.

Teaching and assessment

A tutor will guide you throughout the study process and mark and comment on your written work. You and your tutor will primarily communicate with each other through email.

The course work includes online practice tests, tutor-marked assignments and end-of-course assessment. The end-of-course assessment is a 20-30 page report on a topic related to investment and wealth management.

You must use the online VLE-system to submit your tutor-marked assignments and end-of-course assessment.

The Pass mark for the course is 50%. 

Study materials

All study materials are provided on the course website.

Microsoft Office presentations and Adobe Portable Document Format (PDF) versions of study material are available.

A computer with a browser and broadband internet access is required for this course. Functionality may be limited on mobile or tablet devices.

If you have a disability or particular study requirements, please tell us as soon as possible.

Fees and funding

Course fees for the 2024/2025 academic year: £3,120

Course fees cover registration, course materials, tuition and assessment.

LSFL course fees depend on the level and duration of courses: check all tuition fee rates for the current academic year here.

You may be eligible for tuition funding.


Applications for this course are now open for January 2025 start.

The module website will be available to registered students three days in advance of the module start. Module sessions will be opened every week or every two weeks to enable tutor-led, gradual progression through the study materials and continuous assessment.

Course registration is open, but please be aware that due to the increased demand it may take us longer to respond than usual.

Registration closes 10 September 2024 (places subject to availability)

Registration for current students:


Registration for new students:

You have to register as an LSFL student to study this course.


Future availability

Investment and Wealth Management starts three times a year – in January, May and September.

You might also be interested in

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Quantitative Finance and Financial Engineering

Financial Crime Risk Management, Regulation and Compliance

Business Psychology and Organisational Behaviour

Operational and Strategic Management in Professional Service Firms

Business and Financial Journalism (Professional Diploma)

Real Estate Economics, Finance and Investment (Professional Diploma)

Researching a Project in Finance/Law/Management/Education

International professional qualifications: ACCA, CIMA, IMC, CFA or IAD

Advanced courses in business management, finance, business analytics and business law

English language requirements

There is no formal requirement to prove your English language proficiency to study our courses. If English is not your native or second language, or you would like to improve specialist language skills necessary for your profession, you may complete one of the following English language courses:  

English for Finance

Business English

A full range of our English language courses can be viewed here.

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