Diploma in Investing

Accredited for CPD hours with IOB, LIA


This Diploma will transform your investing skills, outlook and confidence level for achieving more with your money.

Over seven modules you will learn about:
• How the markets work and move, managing risk and reward
• Analysing asset classes – Bonds, Deposits, Stocks, ETFs, Commodities, Property
• Constructing portfolios, assessing products like Tracker Bonds, Managed Funds
• Modern Tools and Techniques, how the financial services firms work and finding the best ones for you
• Overview of the Pensions market and also using Tax efficiencies for maximum benefit
• How to pull a plan together for you and take immediate steps towards better performance
By attending in person, you’ll have the added advantage of interacting with other investors and meeting the lecturers, all at the top of their areas of expertise.

Course Content

An inside view of financial markets – Peter Brown

• Course overview and framework
• How the financial markets work
• How big players influence the markets
• What determines price movement
• Risk and reward management for investors
• The effect of the low interest rate environment
• Accessing euro versus non euro assets
• Assessing hidden risks in investment products
• Making money in the markets

Risk Assesment and Asset Classes – Peter Brown

• Risk Assesment
• Bonds – higher yielding alternatives for investors
• ETFs or exchange traded funds – what are they?
• Structured Bonds – prospects for success in this environment, costs and risks.
• Managed Funds – the good the bad and the ugly.
• Peer to peer lending
• Invoice Trading

Property Investing – Karl Deeter

• Property as an investment
• Property versus other investments
• What factors affect property investing?
• Ways of evaluating a property investment
• Valuing property as an investment
• Historical performance and cyclicality
• Leverage
• Taxation
• Regulation
• Summary

The Pension Market and Pension Management – Cormac Farrell

• What is really happening in the Pension market
• What are smart people doing
• Self-directed pensions
• Better pension performance
• Charges and penalties
• Allocation rates

Modern tools and Techniques – Niall O’Connor

• Platforms and techniques
• Buying shares on line
• ETFs on-line
• Financial spread betting
• CFDs
• Options – a simple overview
• Engaging a broker – advisory or non-advisory
• The Importance of Price
• Chart Analysis for investors
• Technical Tools for Investors
• Useful information sources

Shares-Fundamental Analysis / The Role of News – David Flynn

• The various stock markets and sectors
• How to evaluate companies
• Rules for buy trades
• Rules for short trades
• Common mistakes investors make
• How to maximise your profits
• Interpreting news and benefiting from it
• Assessing the macro economic cycles
• Some further reading

Course Review and developing your action plan – Peter Brown

• Financial Planning
• Develop your personal investment action plan
• Portfolio Construction
• How to access IIFT support

Upcoming Courses – Dublin or Online
Buy on PayPal or Call 01 664 4034 (credit / debit card)
Monday evenings from 12th Nov
x 4 Weeks 6pm – 9pm

If you’re not ready to book now and have a query, please phone 01 66 44 034 or use the form below.
Here is what people are saying about the course…
“Excellent – A must for anyone interested in their future financial well-being. Very Happy I invested in it. Recommended to numerous friends/family”
Michael Whelehan, Kildare.

“Very good experience. Very difficult to gain this knowledge for the average person.”
Alex Cunningham, Kilkenny.

“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 happy with the course, has benefited me hugely. I now have a more informed knowledge and confidence.”
Francis FitzGerald, MALAHIDE.

“Very useful and provided interesting ideas from market professionals.”
Paul Murphy, IFSC, Dublin.

“Very good course. Great overall view and helpful for focusing the mind on what is important.”
Micheale Glynn, Dublin 4.