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

Key Event Details:

Time: 14/05/21
CPD Credit: 4 hours

Make sure that you input your CPA member ID as the attendee when booking.

Please note, you cannot claim CPD credit for the same event more than once. Please ensure you have not previously attended this event before purchasing the recording.