CPD Hours: 4
Recorded 14th May 2021.
9.30am - 1pm: Investments & Pensions
Part One
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Introduction
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Investing Economic outlook
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Basic Investing Principles
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Savings & Deposits.
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Managing Money prior to Investing or Pension
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The Difference between Investing & Trading
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Getting Access to the market
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Stocks, Funds, ETF’s
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Getting Started Investing small amounts
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How to build your first portfolio
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Tax Efficiency
Live Q&A
Part Two
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Fees and Commissions
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Setting Risk Parameters
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Investing Options: -
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Off the shelf Products
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Portfolio baskets
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Property
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Pre-Retirement Pension Options
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Post-Retirement Pension Options
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Engaging a Broker
Live Q&A
Part Three
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Asset Classes :-
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Equity markets
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Bonds
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Commodities
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Emerging markets
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ETF’s
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Cryptos
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Foreign Exchange
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Financial Planning
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Advanced Portfolio Construction
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Pitfalls to avoid
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Timing the Market
Live Q&A
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