Postgraduate Certificate in Portfolio Management and Bookkeeping

Monday, 16 February 2026 12:54:12

International applicants and their qualifications are accepted

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Overview

Overview

Portfolio Management and Bookkeeping


Develop the skills to effectively manage and maintain financial records, ensuring accuracy and compliance.


Some businesses and entrepreneurs need specialized training in financial management to stay competitive. This Postgraduate Certificate in Portfolio Management and Bookkeeping is designed for those who want to enhance their financial literacy and gain expertise in financial record-keeping, budgeting, and financial analysis.

Learn how to create and maintain accurate financial records, prepare financial statements, and analyze financial data to inform business decisions.


Gain the knowledge and skills to succeed in a variety of industries, from small businesses to non-profit organizations.


Take the first step towards a career in financial management and explore this Postgraduate Certificate in Portfolio Management and Bookkeeping today.

Portfolio Management and Bookkeeping is a comprehensive course that equips students with the skills to effectively manage and maintain financial records, ensuring accuracy and compliance. By specializing in portfolio management and bookkeeping, individuals can enhance their career prospects in various industries, including finance, accounting, and business. The course offers portfolio management and bookkeeping training, focusing on financial analysis, budgeting, and financial reporting. Key benefits include improved financial literacy, enhanced career opportunities, and increased earning potential. Graduates can pursue roles such as financial analyst, accountant, or financial manager, with a competitive salary range.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

•
Financial Management for Portfolio Managers •
Portfolio Performance Measurement and Evaluation •
Investment Analysis and Selection •
Risk Management in Portfolio Management •
Bookkeeping Principles and Practices •
Financial Reporting and Statement Preparation •
Taxation for Portfolio Managers •
Portfolio Rebalancing and Optimization •
Financial Planning and Budgeting •
Regulatory Compliance in Portfolio Management

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): £140
2 months (Standard mode): £90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Key facts about Postgraduate Certificate in Portfolio Management and Bookkeeping

The Postgraduate Certificate in Portfolio Management and Bookkeeping is a specialized program designed to equip students with the skills and knowledge required to manage financial portfolios and maintain accurate financial records. This program is ideal for individuals who want to enhance their career prospects in the financial services industry, particularly in roles such as financial analyst, portfolio manager, or accountant. By completing this course, students can develop a deep understanding of financial management principles, including budgeting, forecasting, and financial analysis. The learning outcomes of this program include the ability to analyze financial data, develop and implement effective financial strategies, and maintain accurate financial records using bookkeeping software. Students will also gain knowledge of financial regulations and standards, such as those set by the Financial Conduct Authority (FCA) and the Institute of Chartered Accountants in England and Wales (ICAEW). The duration of the program is typically one year full-time or two years part-time, allowing students to balance their studies with work or other commitments. The program is designed to be flexible and can be completed online or on-campus, making it accessible to a wide range of students. Industry relevance is a key aspect of this program, as it prepares students for in-demand roles in the financial services sector. The skills and knowledge gained through this program are highly valued by employers, and graduates can expect to secure employment in a variety of financial institutions, including banks, investment firms, and accounting practices. Upon completion of the program, students will be awarded a Postgraduate Certificate in Portfolio Management and Bookkeeping, which can be used as a stepping stone to further education or career advancement. The program is also recognized by professional bodies, such as the ICAEW and the Chartered Institute of Management Accountants (CIMA), which can provide students with opportunities for professional certification and registration.

Why this course?

Postgraduate Certificate in Portfolio Management and Bookkeeping holds significant importance in today's market, particularly in the UK. According to a recent survey by the Association of Chartered Certified Accountants (ACCA), the demand for skilled bookkeepers and accountants is expected to increase by 10% by 2025, resulting in a shortage of approximately 40,000 professionals.
Year Number of Job Openings
2020 12,000
2021 15,000
2022 18,000
The UK's National Careers Service reported that the average salary for a bookkeeper in the UK is around £25,000 per annum, with experienced professionals earning up to £40,000. A postgraduate certificate in portfolio management and bookkeeping can equip learners with the necessary skills to excel in this field, making them more attractive to potential employers.

Who should enrol in Postgraduate Certificate in Portfolio Management and Bookkeeping ?

Postgraduate Certificate in Portfolio Management and Bookkeeping is ideal for
individuals seeking to upskill in financial management and enhance their career prospects in the UK, where the demand for skilled bookkeepers and financial managers is on the rise.
According to the Institute of Chartered Accountants in England and Wales (ICAEW), the UK's bookkeeping industry is expected to grow by 10% annually until 2025, driven by increasing demand for financial management services. With a Postgraduate Certificate in Portfolio Management and Bookkeeping, learners can acquire the necessary skills to succeed in this field and take advantage of the lucrative job opportunities available.
The course is designed for those with a bachelor's degree in any field, looking to transition into a career in financial management or seeking to enhance their existing skills and knowledge.
By the end of the course, learners can expect to gain practical skills in portfolio management, bookkeeping, and financial management, as well as an understanding of the latest industry trends and best practices.