Foundation Course


Take your first steps towards money confidence and financial independence with our free course for beginners


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Difficulty level

Course length

135 minutes

Course cost

Free (why?)

Course Objectives:


  • Introduction to the stock market

  • Understanding risk & reward

  • The science of diversification

  • Building an investment portfolio

  • Avoiding investment scams

  • Complete all topics to graduate!


1

Is it time you unlocked the growth potential of your money?

10 min

  • What is the Saver's Dilemma, and how does it hold us back?
  • Should we save or invest our money?
  • What is the most common costly financial decision?
  • What are the alternatives to savings accounts?

2

Become familiar with the world most popular investment

12 min

  • What are shares and how do they work?
  • What are the different ways an investor can profit from shares?
  • An introduction to dividends
  • Why are shares such a popular investment?

Inspiration - the power of compounding


Did you know that investing £400 each month for 25 years could grow to...


£0k




3

Discover your attitude towards money and risk

5 min

  • Take our quick questionnaire to receive a risk tolerance rating
  • Understand which investments may not be suitable for your tolerance
  • Find the investments which complement your risk profile

4

And how should it change the way you approach investing?

8 min

  • Explore the time horizon concept and calculate your own time horizon
  • Discover any investments which are not compatible with your time horizon
  • How to split your portfolio to maximise returns

Further research: definitions

Corporate Bond

Stocks v Shares

Unit Trust

Investment Trust

Absolute Returns

OEIC (Fund)

Hedge Fund

Junk Bond

REIT (Real Estate)

Share Indices


5

The simple guide to making your first trade

12 min

  • Learn the different methods of buying shares
  • Introduction to ticker symbols
  • Definitions and jargon used by stock brokers
  • The step-by-step process of placing a trade online

6

Discover the humble workhorse of a modern portfolio

8 min

  • Understand how corporate bonds work
  • Why do companies issue corporate bonds?
  • The popular (and unpopular) ways to access this asset class


7

How to take full advantage of the only truly 'free lunch' 

14 min

  • An introduction to the different types of investment risk
  • How volatile investments reduce your long term return
  • Why diversification is a no-brainer

8

Let's bring together what you've learned so far, and create something special

10 min

  • The half-way milestone in the Foundation Course
  • Bringing together and refreshing the theory covered so far
  • Why professional investment portfolios look the way they do
  • How to build a portfolio from scratch

Mastery: portfolio management


9

The tools and mindset you will need to avoid catastrophe

12 min

  • The difference between regulated and unregulated investments
  • How protected is your money?
  • Who can you trust online?
  • How to tell the difference between a scam and a legitimate website

10

How to choose between these two different investment strategies

15 min

  • A comparison of the passive and active investment strategies
  • The pros and cons of each approach
  • How to choose between approaches as a new investor

11

The reliable and free places to get your hands on the latest information

6 min

  • How to find live share pricing, for free
  • How to interpret basic online financial information
  • How to gain free access to the financial statements of companies

12

Let's consider the factors we should consider when deciding whether to invest now

12 min

  • What does perfect timing look like, and is it possible?
  • Two core theories that attempt to explain why investors fail at market timing.
  • How to choose a healthy mindset to avoid over-trading.

13

Helping you choose an excellent investing 'partner' for the long term

9 min

  • What should you consider when picking an investing platform?
  • How do traditional stock brokers compare against modern competition?
  • Why you should think 'long term' when comparing your options.

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You've completed the Foundation Course!


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Progress on to our other courses to continue your journey...



Intermediate level

Targeting average returns of 6% per year.

Tweak your holdings, look internationally and generate higher returns by using these techniques to minimise fees and taxes.

Highlights

A insider guide to property investing

How to invest in IPOs

How to cut costs to boost returns

Optimising your portfolio for tax

Exploring emerging markets


Advanced level

Targeting average returns of 8% per year.

Explore the higher risk opportunities which may enhance returns.

Highlights

Advanced asset allocation theories

The complex world of derivatives

Seeking arbitrage opportunities

The place for commodities in a portfolio

Using financial gearing to boost returns

Rather focus on a specific topic?