Intermediate Course


Refine your investing strategy and enhance your returns with our intermediate course.


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Difficulty level

Course length

90 minutes

Course cost

Free (why?)

Course Objectives:


  • Explore more asset classes, such as property and peer-to-peer lending

  • Slash your costs to boost returns

  • How to legally avoid taxes

  • IPOs and emerging markets

  • Dividend growth investing

  • Complete all topics to graduate!


1

Generate risk-free profits by cutting down on fees, costs and charges

16 min

  • The huge impact of small savings
  • Is financial advice worth paying for?
  • How to find out if your fund charges are a rip-off
  • Halving platform and trading fees

2

How to access this high risk, high return frontier

9 min

  • Which countries are emerging markets?
  • Historical performance
  • How to efficiently access opportunities
  • The risks of doing business in emerging markets

Inspiration - the saving ratio

If you save 40% of your income, you could retire in just 20 years.


Learn more



3

The ultimate guide to investing in bricks and mortar

20 min

  • Should you consider your home as an investment?
  • Why property is a major asset class
  • The different components of a property investor's return
  • How to invest in property without becoming a landlord


4

How to buy into high growth companies as they enter the stock market

8 min

  • Why IPOs happen and why they can be attractive opportunities
  • How an IPO works behind-the-scenes
  • Recent IPO successes and flops
  • Why the 'crowding-out' phenomenon stacks the odds against investors

Further research: definitions

Exchange Traded Fund

OEIC (Fund)

Unit Trust

Investment Trust

REIT (Real Estate Investment Trust)

OEIC (Fund)

Hedge Fund

Junk Bond

Coupon Rate

FTSE 100


5

No investor should pay more tax than they need to

10 min

  • Tax evasion versus avoidance - which is legal?
  • How to defend your portfolio against tax
  • An overview of UK tax-free allowances
  • How tax applies to funds

6

Our influential thought piece on a controversial corner of the borrowing market 

9 min

  • The rise and fall of payday loans
  • Why do people take out such crippling debt?
  • Is the APR percentage useful to measure the cost of a payday loan?
  • How payday loans spiral out of control
  • Are payday loans ultimately scams?

Mastery: investment psychology


7

A modern take on equity investing for amateurs

14 min

  • An introduction to dividend growth investing
  • How dividend growth investors pick shares
  • Balanced assessment of the effectiveness of this popular strategy

Mastery: dividend income

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Peek at the inner workings of this passive income machine




8

Seeking a premium return by becoming a lender to businesses and individuals

12 min

  • How peer to peer lending works
  • What different products are available?
  • What interest rate you can achieve through lending?
  • What are the risks, and how can these be mitigated?

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You've completed the Intermediate Course!


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Graduate onto our advanced course to continue your adventure...


Go to advanced course