CPD Hours: 8

Recorded 14th May 2021.

9.30am - 1pm: Investments & Pensions

Part One

• Introduction
• Investing Economic outlook
• Basic Investing Principles
• Savings & Deposits.
• Managing Money prior to Investing or Pension
• The Difference between Investing & Trading
• Getting Access to the market
• Stocks, Funds, ETF’s
• Getting Started Investing small amounts
• How to build your first portfolio
• Tax Efficiency 

Live Q&A

Part Two

• Fees and Commissions
• Setting Risk Parameters
• Investing Options: -
  • Off the shelf Products
  • Portfolio baskets
  • Property
• Pre-Retirement Pension Options
• Post-Retirement Pension Options
• Engaging a Broker

Live Q&A

Part Three

• Asset Classes :-
  • Equity markets
  • Bonds
  • Commodities
  • Emerging markets
  • ETF’s
  • Cryptos
  • Foreign Exchange

• Financial Planning
• Advanced Portfolio Construction
• Pitfalls to avoid
• Timing the Market

Live Q&A

1.30pm - 4.30pm: Accounting Standards Update

Alan Bailie, Knowledge Manager CPA will provide an update in relation to key developments in financial reporting under UK and Irish GAAP:

• Accounting implications of Covid-19
• Updates on FRS 102 and FRS 105
• Future developments in Financial Reporting