The Investing Course

The Investing Course
by Tony Fitzpatrick

The Investing Course

Course Description 

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? What shares should I buy? 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?
Course Details: 5 evening sessions Live Online via Zoom

Course content

Module 1

  • Asset classes, updates- Equities, Bonds, Commodities, Property, ETF’s and Crypto Currencies
  • Portfolio Creation – Diversification
  • What are the best investment products available and how to access them?
  • How does one go about picking the best investment product?
  • Investing via your pension – what are the benefits and pitfalls?
  • Tax Efficiency & Buying Techniques

Module 2

  • Shares and Fundamental Analysis
  • 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
  • Stock Screening

Module 3

  • Technical analysis
  • Charting single stocks -current examples
  • Indicators

Module 4

  • Bringing your investment knowledge together
  • The Principles that govern all successful Investing – what do the world famous like Warren Buffet do?
  • 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
  • Managing your relationship with your financial advisor and how to get the best advice?
  • Rules to guide your investment decisions

Module 5

  • The unmissable tax opportunities that exist with Pensions.
  • What the Pension jargon means – “know your ARF from your elbow.”
  • What are the options when one reaches retirement age and how to decide between them?
  • The different types of pensions – pre retirement and post retirement.
  • All the legal & tax implications will be explained.
  • How to manage your own pension.
  • Self Employed Pensions – explained and how to optimise your options
  • The different pension structures

Course Starts Thursday 14 October 2021.

Five modules

6-8 pm

Delivered Live Online

All skill level recommended

IIFT Certificate

4 CPD hours awarded upon completion (IOB + LIA)

Terms & Conditions
Please Click Here to consult our Terms & Conditions before purchasing a course.

This course takes place online via Amazon Chime. Please contact Colin Gregan 016644034, 0851 733 729 [email protected]

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

Meet Your Instructors

Tony Fitzpatrick

Tony Fitzpatrick FCCA, MCSI, QFA

Tony is an accountant and Qualified Financial Adviser.

Tony has spent his career in Financial Services working in Stockbroking, Moneybroking and Investment Advisory firms. His expertise is in equities, investment structures, corporate finance, foreign exchange, risk management and regulation. He has been with IIFT since its inception and involved in course design for many years. He has an in-depth knowledge of all matters Finance.

Colin-150x150

Colin Gregan – Managing Director

Colin owned and managed Fitzwilliam Currency Brokers in the 70s 80s and 90s. The business was a very successful wholesale inter bank money broker, specialising in foreign exchange and interest rate derivatives. He managed a FX Futures Trading business on the Finex Futures Exchange and also traded oil on the Nymex floor.

He has numerous years’ experience day trading the S&P500 index of US stocks and holds a Bachelor of Commerce Degree from UCD. As Managing Director at IIFT – He is always available to mentor and assist IIFT Alumni in their Financial Markets Trading and Investing journey.

Derek-Ryan-Chosen-Colour-810x468

Derek Ryan – Pensions Expert

Derek is Head of Retirement Asset Services in Smith & Williamson. He is an Associate of the Irish Institute of Pension Managers and a fellow of the Pensions Management Institute in the UK. Derek is approved as a pensioner trustee and is experienced in structuring bespoke approved retirement schemes.