Beginners’ Investor Group

Virtual 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.

Venue
Online using Zoom
Frequency
Monthly on the first Monday of the month
Time
7:00pm

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