How you’d get this certificate
- Zavmo teaches you. You learn the units one-to-one with an AI tutor, on your own work.
- You register with an approved centre. That is a college, training provider or employer OTHM Qualifications has approved to offer this qualification. Zavmo is not an approved centre, so you register with them, not with us.
- The centre assesses, and OTHM Qualifications awards. A qualified assessor at the centre judges your evidence, and the certificate comes from OTHM Qualifications.
At Level 7, this qualification is for learners who want to develop their knowledge and skills in accounting and finance. It covers areas such as investment analysis, strategic audit, and global finance. Successful candidates will gain skills applicable to roles within the accounting and finance sector.
These are the units OTHM Qualifications registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated. Zavmo teaches towards them on your own work, and work done here is recognised as prior learning under the agreements we hold.
Zavmo is not an awarding body, is not an approved centre, and is not affiliated with OTHM Qualifications. It does the teaching and the mapping. OTHM Qualifications sets this qualification and awards it, and a qualified human assessor makes the assessment decision.
Free first step
Try a free Future Fluency lesson first
The free part is a Future Fluency lesson on using AI at work. It is not part of this qualification. Next, a free account. We build your plan for this qualification as you set up. Teaching towards this qualification begins when you subscribe.
No card · Nothing to commit to
What each unit actually teaches you to do
Business Research Methods Real unit · OTHM Qualifications
What you'll be able to do
- Identify research problems and formulate research objectives.
- Explain how to review the literature on a research topic.
- Design appropriate business research methodologies.
- Develop a research proposal.
Corporate Reporting Real unit · OTHM Qualifications
What you'll be able to do
- Understand the accounting regulatory framework
- Understand the finance regulatory framework
- Understand accounting concepts
- Understand accounting principles
- Understand accounting theories
- Prepare accounting information
- Interpret accounting information
- Review specific policies within corporate accounting
- Review specific practices within corporate accounting
- Review specific regulations within corporate accounting
Global Finance and Strategy Real unit · OTHM Qualifications
What you'll be able to do
- Understand the concept of globalisation
- Understand the impact of the global business environment on national business organisations
- Understand the impact of the global business environment on multinational business organisations
- Construct strategies that will result in the enhancement of organisational value
- Evaluate the financial consequences of strategic decisions
- Understand appropriate sources of finance
- Review techniques to manage global risk
- Assess potential investment decisions
- Assess potential global strategies
Investment Analysis Real unit · OTHM Qualifications
What you'll be able to do
- Understand different types of securities available in investment markets.
- Understand the regulation of security trading and new issues in world markets.
- Apply principles of investment theory, securities and market analysis to investment decisions.
- Understand the principles of taxation as they relate to investment income and capital gains.
- Understand the laws and regulations controlling the financial services industry and their impact on investment activities.
- Plan, manage and review client portfolios in accordance with their investment objectives and risk tolerance.
Strategic Audit Real unit · OTHM Qualifications
What you'll be able to do
- Understand historic auditing processes and procedures
- Understand current auditing processes and procedures
- Understand the importance of legal requirements when completing an audit
- Understand the importance of professional requirements when completing an audit
- Understand audit strategy
- Understand the risks involved in the audit process
- Understand current developments in auditing
Strategic Financial Management Real unit · OTHM Qualifications
What you'll be able to do
- Understand the significance of strategic management to the performance of a business organisation
- Understand the significance of decision making to the performance of a business organisation
- Understand key financial theories
- Apply stakeholder analysis techniques
- Apply corporate valuation techniques
- Understand the role of culture in strategic decision making
- Understand performance measurement systems
The national standards these units are built against
What the job actually needs, in the words employers and awarding bodies already use for the work itself.
- Standard
Analyse and interpret individual or corporate client investment objectives
- Standard
Analyse and report investment implications of international economics and foreign exchange markets
- Standard
Carry out financial and investment analysis of a collective fund
- Standard
Carry out financial and investment analysis of an individual business
- Standard
Develop an investment strategy to meet agreed investment objectives
- Standard
Interpret and Analyse Investment Fund Objectives and Parameters
- Standard
Provide equity capital research and analysis support for portfolio management activities
- Standard
Provide fixed interest securities research and analysis support for portfolio management activities
The jobs these credits are mapped to
A qualification is never a dead end here. Each of these is a job record this qualification is a mapped route into.
- 9 records
- 1 record
- 1 record
- 1 record
- 2 records
- 1 record
Showing 6 roles, drawn from 268 job records mapped to this qualification. Near-identical records are folded together, and each row says how many it stands for.
Where this can lead
Investment Analyst
This role can lead to managing a portfolio directly, then to leading a research team, and eventually to setting investment strategy as a chief investment officer.
See the whole journeyThe credits, and who awards them
Level 7 credits are regulated, and they are awarded by OTHM Qualifications rather than by Zavmo. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you have covered and what is next.
What you would be collecting
Business Research MethodsCorporate ReportingGlobal Finance and StrategyInvestment AnalysisStrategic AuditStrategic Financial Management
Each one is a real unit registered against this qualification.
How you’d practise it
You don’t watch this. You do it.
You are not assessed on remembering this. You are assessed on applying it, analysing it, evaluating it and producing something. So that is what the practice is: projects, role play and your own live cases, with a tutor in the room.
The Practical Builder · your make-it-real tutor Illustration - Draft the real one Create
You do “Corporate Reporting” on a real document of your own. Zavmo works on the draft you have to send anyway, so the coursework and the job are the same piece of work.
- Map a live decision Analyse
“Business Research Methods” runs on a decision you are facing now. Zavmo maps it with you and shows what the second-order effect looks like before you find out the slow way.
- Lead it Apply
“Strategic Financial Management” is practised on the team you actually have. You talk through the call you are about to make, and Zavmo makes you say it the way you would say it to them.
What you leave holding
The standards this credential builds, in the shape the product keeps them
Nothing here is marked learned. There is no learner on a public page, so the map shows what the qualification covers rather than what anybody has done.
- Analyse and interpret individual or corporate client investment objectives
- Analyse and report investment implications of international economics and foreign exchange markets
- Carry out financial and investment analysis of a collective fund
- Carry out financial and investment analysis of an individual business
- Develop an investment strategy to meet agreed investment objectives
- Interpret and Analyse Investment Fund Objectives and Parameters
- Provide equity capital research and analysis support for portfolio management activities
- Provide fixed interest securities research and analysis support for portfolio management activities
How you would learn this
One to one, on the work you already do
A tutor sets the task against your own job and marks the reasoning, at your pace. There is no cohort to fall behind.
A lesson from Business Research Methods, one of this qualification's own units.
Applied to your work in any of these jobs
This unit equips learners to identify research problems, formulate objectives, and conduct litreature reviews within a business context. Learners will design appropriate research methodologies and develop comprehensive proposals to support business research projects.
- 1 Remember
- 2 Understand
- 3 Apply
- 4 Analyse
- 5 Evaluate
- 6 Create
It is £70 a month, billed monthly. Your free first module is Future Fluency, and you can cancel any time. Teaching towards this qualification begins when you subscribe.
Built for OTHM Level 7 Diploma in Accounting and Finance
6 units in this credential, in the order it lists them, awarded by OTHM Qualifications.
- Business Research Methods
- Corporate Reporting
- Global Finance and Strategy
- Investment Analysis
- Strategic Audit
- Strategic Financial Management
Free tools
Want a read on where you stand?
Three free tools, no account needed. Each one ends with a role, a level and a way in.
Learned on your own work, taught one-to-one.
Everything you just read, learned one-to-one on the job you already do. Your free first module is Future Fluency, so you can see how the teaching works before you pay for anything.
Build my plan, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.
The title, level, credits, guided learning hours and unit learning outcomes on this page are taken from the Ofqual Register of Regulated Qualifications. Contains public sector information licensed under the Open Government Licence v3.0. Where this data comes from.