Elite Stocks and Bonds Masterclass

Our flagship programme that focuses exclusively on stocks and bonds investing. Trainees will learn investing best practices and learn how to build a complete and robust portfolio.

Build a Comprehensive stocks and bonds portfolio

  • Develop a portfolio of stocks and bonds from scratch, cross-checking your risk profile with real-world investment products using step-by-step instruction.
  • Learn core concepts that lay the foundation for successful investing and easy passage into other courses included in our complete premium investing package.
  • For individuals eager to harness the power of financial growth, craft portfolios that generate income effortlessly, and conquer their fear of financial missteps.
Cost:
From Β£260.72
Time Investment:
1 hour a week for 8 weeks
Who should enroll:

If you're just starting your journey in the world of finance, this course provides a strong foundation to build upon.
You don't need any prior experience in finance or investing; we'll guide you every step of the way.

All Upcoming Dates

Mon, 5 Feb 2024 18:00 – 19:00 GMT
Mon, 1 Apr 2024 18:00 – 19:00 BST
Mon, 27 May 2024 18:00 – 19:00 BST
Mon, 22 Jul 2024 18:00 – 19:00 BST
Mon, 16 Sep 2024 18:00 – 19:00 BST

What you will learn

  • Mastering stock market essentials
  • Creating a well-balanced investment portfolio
  • Implementing effective risk management techniques
  • Exploring diverse asset classes and investment sectors
  • Understanding the nuances of passive and active mutual funds
  • Initiating an investment account for your financial journey

Course Highlights

πŸ” Learn the Framework
Develop a strong foundational understanding of the stock and bond markets. Gain insights into the mechanics, terminology, and key concepts that serve as the framework for successful investing. Learn how to navigate the complex world of financial markets with confidence.

πŸ“ˆ Master the Principles
Dive deep into the principles of stock and bond investing. Discover proven strategies for portfolio construction, risk management, and maximising returns. Understand the dynamics of market behaviour and learn how to make informed investment decisions.

πŸ“Š Real-World Case Studies
Explore real-life scenarios and case studies that illustrate the application of stock and bond investment principles. Analyse historical market events, successful investment strategies, and the impact of economic factors on investment outcomes.

πŸ’‘ Foundational Wisdom
Acquire the foundational wisdom that successful investors rely on. Understand the psychology of investing, the value of patience, and the importance of a long-term perspective. Learn from the wisdom of seasoned investors and apply these principles to your own investment journey.

Who is this for / prerequisites

This programme is for you if you can answer yes to any of the following questions:
Do you want to make your money work for you?
Do you want a portfolio that makes money while you’re sleeping?
Are you overwhelmed with information on investing?
Are you afraid to take action and make a mistake with your money?
Do you want to invest but are scared to lose money to a scam or Ponzi scheme?
Do you want to unlock the potential of stock and bond markets.
Are you ready to take control of your financial future with confidence.

Course Content

Introduction

  • Welcome
  • Debunking Myths about Investing
  • Crypto & social media investing/traders
  • Understanding Inflation

Asset Classes & sectors

  • Introduction to Asset Classes
  • Exploring Stocks
  • Unpacking Bonds
  • Understanding GICS Sectors

Indexes & Risk part 1

  • The Significance of Indexes
  • Risk and diversification
  • Exploring the Risk-Return Relationship
  • Assessing Your Risk Profile
  • Risk-return questions

Mutual Funds & portfolio construction

  • Introduction to Mutual Funds
  • Understanding KIIDs (Key Investor Information Documents)
  • Making Sense of Factsheets
  • Portfolio Construction Techniques

ISA

  • Opening an investment ISA
  • Understanding Fees
  • Redemption
  • W8 BEN Form
  • Portfolio review

Free Introductory Consultation

Not ready to sign up to one of programmes or not sure which fits your situation?

Why not book a free introductory chat with us so we can help you determine which solution is best for you…