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

Over eight 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

Module 1: 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

Module 2: Individual Asset Classes – Martin O Sullivan

• Deposits – being careful about where you put your cash
• Bonds – higher yielding alternatives for investors
• Pros and cons of corporate versus sovereign bonds
• Commodities – should investors be in gold, oil, food commodities?
• ETFs or exchange traded funds – what are they?
• Why does the modern investor need to know about ETFs?
• ETFs: target specific asset classes (equities, property, bonds, commodities etc.) to suit your investment strategy

Module 3: Managed Asset Classes and Portfolio construction – Robert Whelan

• Tracker Bonds – prospects for success in this environment, costs and risks.
• Managed Funds – the good the bad and the ugly.
• Portfolio Construction – determining the mix of asset classes – low, medium and higher risk.
• How to build and maintain a diversified investment portfolio

Module 4: 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
• Tools
• Technical analysis for investors
• Useful information sources

Module 5: Shares-Fundamental Analysis / The Role of News – Vincent Hogan

• 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

Module 6: 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

Module 7: 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

Module 8: Course Review and developing your action plan – Eoin McGee & Tomás Agnew

• A professional Financial Planner will attend the module and help you develop your personal investment action plan
• Optimising the tax efficiency of your investments
• Course review and moving forward
• How to access IIFT support

Upcoming Courses (at IIFT, 26 Lr Baggot St, Dublin 2)
Apr 29th – Jun 17th
Wednesdays 6:30 – 8:30pm

May 25th – Jul 20th
Mondays 6:30 – 8:30pm

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, Mar ’15

“Very good experience. Very difficult to gain this knowledge for the average person.”
Alex Cunningham, Kilkenny, Mar ’15

“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, Nov ’14

“Very happy with the course, has benefited me hugely. I now have a more informed knowledge and confidence.”
Francis FitzGerald, MALAHIDE, Nov ’14

“Very useful and provided interesting ideas from market professionals.”
Paul Murphy, IFSC, Dublin Nov ’14

“Very good course. Great overall view and helpful for focusing the mind on what is important.”
Micheale Glynn, Dublin 4 Nov ’14