Investing Fundamentals

IIFT’s Investing Fundamentals course is a must for people who feel that they don’t really know how to go about getting a good return on their money. Who should I talk to? Who can I trust with my money? How can I take an active role in investing? Should I buy shares? Should I be in other things like property or bonds or funds? How do I minimize risk? How do I build an investment plan suitable for my needs? With interest rates so low, we need to search for a return from other asset classes rather than Bank deposits.

Course Description

Evening One

• Economic Outlook from an Investing perspective
• The Principles that govern all successful Investing
• Investing carries risk. What is the correct risk for you?
• Why Structured Bonds are bad
• Understand fees and charges – how much is fair and how to find out what you are really being charged
• Managing your relationship with your financial advisor and how to get the best advice?
• Investing via your pension – what are the benefits and pitfalls?
• Asset classes, updates- Equities, Bonds, commodities, Property, ETF’s and Cryptos
• What are the best investment products available and how to access them?
• How does one go about picking the best investment product?
• Tax Efficiency & Buying Techniques

Evening Two

• Shares and Fundamental Analysis
• The Role of Economic and Political News
• Stock Markets and Sectors – a description
• Investing Styles – Growth, Value, Income
• Evaluating Companies- what are they worth? Are prices crazy!!!!
• Rules for Buying
• Common Mistakes
• Maximizing Profits

Evening Three – Derek Ryan

Expert Pension education pre and post retirement. See details on Pension Tab