ShareSoc
INVESTOR ACADEMY

Courses and Tutorials for Investors

This page contains a catalogue of some of the better online courses, tutorials and providers of live training for private (and institutional) investors. Click on the specific links or on the logos of the sites referenced to visit them.

Free, unbiased and essential guidance.
ShareSoc Investing Basics has 10 easy 10-minute sessions, from the principles of stock markets, how investing works and when to buy or sell, to the various routes into share ownership and the best ways to research potential investments.

Behind the Balance Sheet is a top training consultancy for professional equity analysts. Click here for more details.

Cube investments offers live courses in investment analysis for retail investors, delivered by well-known Stockopedia author and analyst Graham Neary.

Morningstar Investing Classroom offers a free guide on a variety of investing topics.

Free video tutorials on many investment topics.

Investment Courses for a fee.

Free introduction to basic investing concepts, there are also courses on stock market investment which you can purchase on Udemy.com

Group description:	Group focused on active investing, primarily in small / medium cap UK equities.
Meeting Type/Venue:	Zoom.
Meeting Frequency/Timing:	Monthly on Saturdays at 10am.

Group description:	We hold monthly in-person meetings with possible exceptions in August and December. Discussions are generally on the topic of investment strategy and potential companies of interest. Each member is expected to make an investment-related presentation approximately once a year.
Meeting Type/Venue:	We meet in a private room at a pub around 7 miles SW of Oxford. We usually each order a dish from the pub menu that is served during the meeting.
Meeting Frequency/Timing:	Meetings are in-person, monthly on the 4th Tuesday of the month at 7pm. Typical meetings last 2 to 2.5 hours.

Group description:	Our group is a broad church that contains investors of varying age and experience. We discuss stocks and investment trusts that we have bought, sold or are interested in and the reasons behind our decisions, and try to make sense of the ever changing investment environment. Our members backgrounds are diverse and include corporate banking, engineering, teaching and the leisure industry. Discussions are robust and challenging but tend to be to be informal, and do not generally involve agendas, presentations or detailed preparation.
Meeting Type/Venue:	Our meetings are held on Zoom, although we are all based around London so try to meet centrally for lunch from time to time.
Meeting Frequency/Timing:	We meet every 2 months, generally midweek at 10.30am.

Group description:	Meeting once a month, our group covers a variety of investment styles. We also have an active WhatsApp group and we welcome new members.
Meeting Type/Venue:	Physical meetings at a venue in Preston, Hitchin, SG4.
Meeting Frequency/Timing:	Monthly on a Saturday at 10am (usually the last Saturday of the month).

Group description:	Experienced investors who have been members many years and newer members wanting to learn about investing. Members discuss portfolio content and reasons why they have certain assets and investments. Buys and sells discussed along with interesting shares being considered along with current issues in the market of local or international influence.
Meeting Type/Venue:	Physical face to face meetings held in a central pub in Easton in Gordano.
Meeting Frequency/Timing:	Usually monthly to 6 weekly, mid week 12 noon to 2pm with lunch.

Group description:	We are a relatively small group, but have a wide range of interests so always start every meeting with a discussion about world issues and the “investing environment” generally. We always discuss individual members market activity and any interesting opportunities on their watchlists. There is currently a lot of expertise in the small cap value area of the market within the group.
Meeting Type/Venue:	Our preference is for a physical meeting and a hotel in Meriden (Coventry) is the usual location, but we do have on-line meetings when weather and/or health issues make that the most suitable option. We rotate the chair and this is agreed at the previous meeting.
Meeting Frequency/Timing:	Our preference is to meet every 4 weeks on a Thursday evening, but the exact details are agreed at the previous meeting.

Group description:	A long-established group, however, we welcome new applications. Our meetings start at 10:15am with coffee and scones when members comment on their investment activities since the previous month. Generally, each member reports on a specific Company/IT/Fund e.t.c. This brings us to about 12:30pm when the meeting ends, and we have lunch.
Meeting Type/Venue:	In-person at a Golf Club in Belfast.
Meeting Frequency/Timing:	The group usually meets on the second Wednesday of the month, all year round, except in July and August when we have no meetings. Meetings commence at 10:15am and last 2-3 hours (including lunch).

Group description:	Our group covers a wide spectrum of mainly stock market investing and trading from equities – which include shares, ETF’s Investment and Unit Trusts – mainly UK and USA, but also some spread betting and financial options. We normally rotate the meeting chairperson (responsible for creating, with member’s help, suitable agendas) and a meeting presenter (members take it in turns to provide a 15 to 45 minute presentation on a subject of their choice). Various investing topics of interest are regularly discussed such as software, brokers, investing categories and markets and any related topics of interest.
Meeting Type/Venue:	Following Covid, this group hasn’t yet reconvened at their previously regular meeting venue which is in a private room within a west London golf club. In the meantime, meetings are held via videoconferencing. Part of the reason is that some members have moved away and some prefer meeting in person. So our aim is to recruit new members to ensure a continued regular in person meeting.
Meeting Frequency/Timing:	Meetings are held on the second Wednesday of each month in the afternoons, following a golf club one course lunch for our in-person meetings.

Group description:	We are a friendly social group welcoming investors with all levels of experience. Our membership varies between those with little or no knowledge of investing to those who live off their investing or their portfolios. We do not invest as a group so there is no money on the table, and we never discuss individual worth; we simply discuss and share investing ideas, we analyse the state of the market, individual stocks, funds, trusts, bonds etc., and we invite contributions from all group members. Guest speakers and company presentations are a regular feature, as is the SIGnet competition and also our own long-term Manchester Portfolio. We invite members to volunteer presentations from time to time on particular topics of their interest / expertise. At each meeting members are asked to share their latest or potential buying and selling activity. Our face-to-face meetings are punctuated by a lunch break, and for those with the time there is socialising and drinks afterwards. Most of all we learn from each other.
Meeting Type/Venue:	The group meets through a combination of Zoom and face-to-face meetings at a central Manchester boardroom style venue.
Meeting Frequency/Timing:	Meets bi-monthly, 10am-3pm on Monday mornings, usually mid-month.