Share Trading, Savings, Pensions & Investments

Share Trading, Savings, Pensions & Investments

CPD Approved

QFA, CUA, CUG, LCOI, Chartered
Bankers, LIA, Institute of Bankers

This course empowers the individual to take control of their own finances and provides them with the skills and disciplines to invest directly into the financial markets.

This course is designed to explode the myths surrounding share & equity investing, such as “predicting” and instead focus on the correct mathematical techniques used by professionals to exploit the market for return.

On the course we explain how the market works in detail, how to invest without the risk of wipe out and how to use all of the products available to the modern investor – namely individual equities, exchange traded funds, bonds, commodities, pensions and investments. The course will explain advanced techniques such as Technical Analysis, Balance Sheet Analysis and Sectoral Analysis. The student will also be introduced to the spread trading technology; where by investors can earn income tax free.

In short, the course is a full programme for the self investor and it is delivered by a range of market professionals.

This Course Is For:

The course is suitable for people who are novices or experienced in the financial markets and wish to expand their understanding and skill set in this area. It will explain in plain language; platforms, products and strategies suitable for share trading and investing.

Course Requirements

An interest in financial markets and a desire to take control of your own financial investments.

Run over a month, 4 Monday evenings: 6.30pm-8.30pm. Plus access to an open live trading day.

Total Hours = 15 | Cost = €450

Course Content

Introduction to The Financial Markets
• How do the financial markets really work
• Learning the inside track
• The correct investing mathematics
• The concept of risk reward
Risk Management
• Utilising your capital without exposing it to volatile swings
• Using stop losses
• Correct capital exposure
Savings and Deposit Management
• Assessing the safety of your deposits
• Criteria for choosing a financial institution
Technical Analysis
• Charting – the modern way to developing price trends
Fundamental Analysis
• The development and maintenance of a macroeconomic view of the markets
• Balance sheet analysis
• Sectoral analysis
Exchange Traded Funds
• Advantages of diversifying risk
• What is available
Bonds and Commodities
• The bond market for investors
• Commodities for investors
Spread Trading Platform
• How to use this technology
• Tax free investing
Investment Products and Pensions
•The truth about investment products and pensions, and how to separate the good from the bad
Introduction to pensions
• Pension funding for the self employed and those in non pensionable employment.
• Eligibility conditions and the rules of Personal pensions
Directors executive pensions
• Pension funding for proprietary directors. Maximum funding levels and meximum pension parameters. Self directed pensions.
How Much you Should be contributing
• Targeting maximum pensions
• Targeting maximum tax free lump sums
Tax treatment of contributors
• Personal contributions and AVC’S
• Company contributions
Options at retirement
• Tax free lump sums and annuity’s
• Personal contributions and AVC’S
Social Welfare Pensions
• Who qualifies
• When it’s payable
• Rates of pay
Charges and Commissions
• How charges impact on your fund
• The real cost of commissions
Investment Choices
• Choosing the right fund(s) for your pension
• Low Risk Funds
• Guaranteed funds
• Bonds
• Absolute return funds
• Managed funds
• High risk funds
Life Cover and Income protection
• Tax relief and benefits of attaching risk to your pension


Share Trading, Pensions & Investments
14th July 2014

450.00 (Tax Exempt)

CPD Accreditation

This course has received formal approval for CPD hours for QFA, CUA, CUG, LCOI, Chartered Bankers/CeB, LIA, Institute of Bankers (including Registered Stockbrokers).

  Company Running the Activity Irish Institute of Financial Trading
  Event Name Share Trading, Pensions & Investments
  Topics Covered Pensions, S&I, Risk Management, Bonds, ETFs
  Event Date 4 Monday evenings over 1 month
  Duration of Event 8 hours in total - one evening per week for 8 weeks
  Accreditation No. for institute of Bankers Members 2012-2253
  Venue 26 Lr Baggot Street.
  Presenters Peter Brown, Martin O'Sullivan, Cormac Farrell
  Contact Name in Organisation Tony Fitzpatrick
  Formal CPD Hours Awarded for: QFAs 8
    CUAs & CUGs 6
    LCOIs 8
    Chartered Bankers /
Members of LIA & Institute of Bankers (including Registered
Hours Categories
  6 3
  2 2


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