University of Cape Town
Investment Management
Learn about the practical aspects of investing in South Africa and overseas.
Starting soon
Start date
20 May 2024
Course duration
8 weeks
Excluding orientation
Language
English
Access resources from start date
Effort
7–10 hours per week
Self-paced learning online
Course overview
Expected level of investment and consumer spending due to the formation of the African Continental Free Trade Area.
International Trade Center (Sep, 2018).
The percentage of inflows into the Collective Investment Schemes (CIS) industry which came directly from investors in 2019.
ASISA (Nov, 2019).
Duration: 8 weeks (excluding orientation)
With consumer confidence in traditional portfolio management waning, many South Africans are exploring individual investing using modern technology. However, it's crucial to understand the investment environment to make informed investment decisions. The University of Cape Town (UCT) offers the Investment Management online short course, providing a practical guide to the world of financial investments. The course does not provide specific investment advice but equips you with the skills required to manage an investment portfolio with intelligence and confidence. You’ll learn to select the right company, fund, and investment strategy to achieve your financial goals.
Is this course for you?
This investment management course is perfect for those who want to gain a basic understanding of investing, regardless of whether or not they have any formal qualifications in the field. It is also suitable for finance professionals who have limited experience with investments. The course will give students a comprehensive understanding of investment products and asset classes, including offshore investments and cryptocurrencies. Students will be able to view investments from a global perspective and make informed decisions that will help them achieve their financial goals.
Course overview
Introduction
Duration: 8 weeks (excluding orientation)
With consumer confidence in traditional portfolio management waning, many South Africans are exploring individual investing using modern technology. However, it's crucial to understand the investment environment to make informed investment decisions. The University of Cape Town (UCT) offers the Investment Management online short course, providing a practical guide to the world of financial investments. The course does not provide specific investment advice but equips you with the skills required to manage an investment portfolio with intelligence and confidence. You’ll learn to select the right company, fund, and investment strategy to achieve your financial goals.
Is this course for you?
This investment management course is perfect for those who want to gain a basic understanding of investing, regardless of whether or not they have any formal qualifications in the field. It is also suitable for finance professionals who have limited experience with investments. The course will give students a comprehensive understanding of investment products and asset classes, including offshore investments and cryptocurrencies. Students will be able to view investments from a global perspective and make informed decisions that will help them achieve their financial goals.
What will set you apart
The confidence to intelligently manage an investment portfolio alongside a financial advisor.
The ability to estimate returns on equity investments and investigate offshore financial investments.
Knowledge of key investment philosophies and constraints, and an understanding of the fundamental principles of pooled investing.
The ability to distinguish between alternative asset classes, financial markets and products, as well as the understanding to make informed investment decisions.
Unlimited access to edX's Career Engagement Network, offering you exclusive resources and events to support your professional journey and drive your career forward.Course curriculum
Orientation module
Welcome to your Online Campus
Module 1
An introduction to investing
Module 2
The effects of the economy
Module 3
The share market
Module 4
Interest bearing investments
Module 5
Other asset classes and investments
Module 6
Pooled investing
Module 7
Offshore investments
Module 8
Investment philosophies and constraints
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Course Convenor
Francois Toerien
Associate Professor, Department of Finance and Tax, UCT
About the certificate
Study how to make intelligent investment decisions and earn an official certificate of completion from the University of Cape Town.
Assessment is continuous and based on a series of practical assignments completed online. In order to be issued with a digital certificate, you’ll need to meet the requirements outlined in the course handbook. The handbook will be made available to you as soon as you begin the course.
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Why choose GetSmarter?
GetSmarter operates as edX's partner for premium online short course products from the world's leading universities and institutions. With edX, we leverage our people, technology, and resources to power your education and your potential.
We deliver market-led courses that equip working professionals with the expertise required to upskill, reskill or kickstart a completely new career. Through a data-driven approach, we analyze future skills requirements and ensure all courses address this need. We ensure that leading universities and institutions are your expert guides and our people, technology, and resources are your engine – together we power more than just education, we power your potential.
Read more about GetSmarter here and edX here.
Find out more about GetSmarter’s approach to digital learning, course design, and online delivery here.
Payment options
You can pay your course fees before the course starts, or you may opt for a split payment plan on courses that are nine weeks and shorter. For courses 10 weeks and longer, there is a three-part payment plan available. To find out more about payment options please visit our Payment and Financing page, or contact an Enrollment Adviser, to find out which option you qualify for.
Manage your time
GetSmarter's learning model is designed to help you, as a working professional, improve your skills without compromising on work and family responsibilities. The course work is broken up into weekly, manageable bite-sized modules, with incremental deadlines, designed to help you pace yourself over the duration of the course and allow you the legroom to work when it suits you best.
At the beginning of each module you'll be presented with the course content and assignments necessary for completion. You also have access to your Success Adviser who will help you manage your time, and support you with any administrative or technical queries you might have.
Seek employer assistance
By improving your skills and industry knowledge, you'll have an influence on the success of your organization. Why wouldn't you ask your boss to help you fund your studies if it's going to have an impact on the way you do business?
Of our past students, 37 percent have received financial assistance from their employers. You can ask for help, too. Here is a guide to show you how to request financial assistance from your employer.
If you are a Learning & Development (L&D) manager, or involved in training and upskilling for an organization, you can request information regarding our corporate offering on our GetSmarter for business page.
How to change your start date
As part of our commitment to your professional development, GetSmarter offers you a two-week period to change your course start date or request your money back if you’re not fully satisfied.
To qualify for a deferral of your course start date, or to cancel your enrollment and receive a refund of your course fee, your request would need to reach our Success Advisers before the release of Module 2. For more information, please read our Terms and Conditions.
Discover the Online Campus
The Online Campus will be your virtual classroom for the duration of your course. Through its easy-to-use interface you'll have access to a diverse variety of course content formats including: interactive videos, module notes, practice quizzes, presentations, assignment briefs, and additional web resources.
On the Online Campus, you'll also be able to ask questions and interact with your fellow students and teaching team through the discussion forums. If you are looking for your Online Campus login, please see the list of university partner login pages here.
Financing options
We've recently partnered with financial services firm, FeverTree, to offer you another convenient way to finance your short course education. Find out how you can apply for a short-term loan below.
How do I apply?
- You have the option of applying for a full course-cost loan agreement with FeverTree (South African citizens and short courses only)
- FeverTree works with GetSmarter to ensure your studies are financed right away, giving you the chance to join the soonest presentation
- You can find out if you pre-qualify in seconds. Send an SMS with your “Name*Surname*ID Number*Gross Salary” to 30082
- FeverTree’s application process is simple and quick – expect a 15-minute turnaround to find out if you’ve been successful with your loan application
- Even if you aren’t successful in your FeverTree application, you’ll still be eligible for the payment plan options with GetSmarter
