Online Specialist
This particular group is structured as a course, aimed at those who are new to investing, to run for up to 9 months, starting in October 2025.
The Group covers the basics of how to select, buy and sell shares, bonds and collectives; and also how to structure a long term portfolio in a tax efficient way.
The topics which will be covered over the duration of the course are:
- Shares v Cash
- Bonds
- Terms and Ratios
- ISAs and SIPPS, Tax
- Diversification
- Investment Trusts, Unit Trusts (Funds), and Exchange Traded Funds (ETF)
- Portfolio Theory, Diversification
- Charting
If you feel that you have a good understanding of the above topics already, you may like to consider our Intermediate group as an alternative.