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Introduction to Investment and Taxation

Gain a better understanding of investment and taxation practices with the help of this free online taxation course.

Finances and Banking
Free Course
Investment and taxation advisors are valued professionals with profitable careers. To become such an official, or just to understand your own taxes and investments better, a solid knowledge of core investment and tax principles is essential. This free online course will give you an overview of these core principles and tools including treasury bonds, consumption, mortgage loans, and the market value of assets, all in a clear and simple manner.
  • Duration

    1-2 Hours
  • Assessment

  • Certification

  • Publisher

    Khan Academy





View course modules


Taxation is the means by which a government claims money from the general population for the purpose of running the country. Taxes can be complicated, so this course will give you a clear overview of taxation as well as guide you through about investment and treasury bonds. You will then learn about Credit Default Swaps(CDS) which are contracts that allows investors to "swap" or offset their credit risk with that of another investor. The course will also cover the important Rule of 72 for Compound Interest.

Next, you will cover the topic of mortgage loans whereby a property or real estate is used as collateral against the loan. You will then learn about Annual Percentage Rate(APR) - which explains the cost of borrowing - and credit cards. The course will then go through a Roth IRA, which is a special retirement account that you fund with post-tax income. Finally, you will learn about a 401(K) and treasury bonds, which are a marketable, fixed-interest U.S. government debt security with a maturity of more than 10 years. 

This free online taxation and investment course is designed to make complicated subjects simple and easy to understand. The course will be of great interest to anyone who wants to better understand their own taxes and investments, and to people who are hoping to start career as financial and business professionals. These are skills and knowledge sets that can last a lifetime, and lead to a much better bank balance before long. So check out the course, and keep growing today!

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Learning Outcomes

Learning outcomes: - Understanding the key factors which make up the broad subject of Finance; - Examine various subjects under the umbrella of finance such as taxation, option expirations and Ponzi schemes; - Learn small pockets of information to better explain some common terms in Finance.


All Alison courses are free to enrol, study and complete. To successfully complete this Certificate course and become an Alison Graduate, you need to achieve 80% or higher in each course assessment. Once you have completed this Certificate course, you have the option to acquire official Certification, which is a great way to share your achievement with the world. Your Alison Certification is:

Ideal for sharing with potential employers - include it in your CV, professional social media profiles and job applications
An indication of your commitment to continuously learn, upskill and achieve high results
An incentive for you to continue empowering yourself through lifelong learning

Alison offers 3 types of Certification for completed Certificate courses:

Digital Certificate - a downloadable Certificate in PDF format, immediately available to you when you complete your purchase
Certificate - a physical version of your officially branded and security-marked Certificate, posted to you with FREE shipping
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All Certification is available to purchase through the Alison Shop. For more information on purchasing Alison Certification, please visit our faqs. If you decide not to purchase your Alison Certification, you can still demonstrate your achievement by sharing your Learner Record or Learner Achievement Verification, both of which are accessible from your Dashboard. For more details on our Certification pricing, please visit our Pricing Page.



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