MINI-COURSE: Introduction to investing

Suitability: Beginner Investors (no previous investing experience)

Course Times: One Day, 9 AM – 5 PM

Payment Arrangements: Full payment must be made prior to course starting date

About this course:

  • In-person or live via Zoom
  • 1 full day, 7 hours
  • 1 hour lunch & networking


Introduction to Investing is a foundational course designed to equip participants with essential knowledge and skills to navigate the world of investment with confidence and prudence. Throughout the program, participants will delve into the fundamental reasons for investing, recognising the importance of long-term financial planning and wealth accumulation, while cultivating a new habit of saving and investing, harnessing the power of compounding to build a secure financial future.

Participants will explore the diverse landscape of assets and securities, gaining insights into different investment options such as stocks, bonds, real estate, and various other financial instruments and learn to evaluate the risks and potential returns associated with each asset class, enabling them to make informed investment decisions. The course will also delve into the age-old dilemma of advised versus do-it-yourself investing, empowering participants to assess their options and choose the approach that best aligns with their financial goals and objectives.

Moreover, participants will gain practical knowledge on investment accounts and platforms, understanding the features and functionalities of various brokerage accounts, master the art of asset allocation and rebalancing, learning to optimise portfolio performance while managing risk through diversification and understanding their own risk tolerance levels. Through hands-on exercises, participants will develop skills in analysing and comparing securities, exploring different investment strategies, and implementing effective record-keeping practices to monitor their investment performance.

Finally, participants will gain insights into investing in specific instruments like stocks, exchange-traded funds (ETFs), investment trusts, and open-ended investment companies (OEICs), enabling them to diversify their portfolios and maximise returns while minimising risks.