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One Day Investing Educational Seminar

One Day Investing Educational Seminar
by Creativ3

Learning Outcomes

Course Details

Opening Introduction Colin Gregan Managing Director IIFT

Morning Session – Peter Brown

The domestic and international economic outlook – from an investing perspective.

The Principles that govern all successful investing

Managing your relationship with your financial advisor and how to get the best advice?

Investing via your pension – what are the benefits and pitfalls?

Investing carries risk. What is the correct risk for you?

Understand fees and charges – how much is fair and how to find out what you are really being charged

Why managed products are bad

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?

Afternoon Session – David Flynn

Concept of value investing – proven in the long run to produce better returns.

Risk versus returns the modern challenge in any portfolio

How to manage a stock portfolio like a professional

How assets are affected by Seasonality

FAANG stocks- where to from here

My favourite stocks and the reasons why I like them

RE-balancing your portfolio now, why that is so essential

Baggot Products a quick overview; BMA, BMS, BME

Closing Remarks Colin Gregan Managing Director IIFT

5 Hours on a Saturday

All skill levels welcome

4 CPD hours awarded upon completion (IOB & LIA)

Next Course takes place on Saturday 23 November in UCD, Dublin.

Purchase Online Below or Call Colin 01 – 6644034

Why Choose this Course?

IIFT’s INVESTING 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.

Here’s what some of our students have said about IIFT Investing Courses

“Excellent – A must for anyone interested in their future financial well-being. Very Happy I invested in it. Recommended to numerous friends/family.”
Michael Whelan, Kildare

“Found the course hugely informative. Covered a lot of topics – great to get views from people who know what they’re talking about. Surpassed my expectations.”
Peter Kearney, Dublin

“Very good course. Great overall view and helpful for focusing the mind on what is important.”
Michele Glynn, Dublin

Do you need more information? If so, we'd be happy to help. Please call Colin on 01 6644 034

Meet Your Instructors

Peter Brown – Head Of Education

The epitome of the professional markets trader, Peter has run trading desks in Europe including at Barclays Bank – dealing runs in his veins. He loves imparting his markets and trading knowledge to retail investors and traders. Few media commentators can match the directness and clarity of his views.

David Flynn – Advanced Stock Investing

David is a seasoned trader and portfolio manager with over 23 years experience in the financial services industry. Starting out at the Chicago Board of Trade in 1993, he progressed to trading for a boutique hedge fund. David subsequently moved to Dublin with Geneva Trading in July 2000 and has since worked with major firms such as Fortis Bank and more recently Brevan Howard and Merrion Stockbrokers. He lectures on IIFT’s Advanced Stock Investing course and gives weekly insights into the US markets through our members only commentary group.

Cormac-Farrell-2

Cormac Farrell – Pensions & Retirement Planning

With over 20 years experience in the Life Assurance, Pension, Mortgage and Investment industry, Cormac is an industry practitioner with his own financial planning firm. Cormac opens up the pension industry to students and gives valuable insights to hidden charging structures and where exactly your money goes in a pension. Cormac lectures on the Pensions and Retirement Planning modules of the IIFT Investing courses.