Online Specialist
This particular group is structured as a course, running for up to 9 months, starting in October 2026.
The Group is for those who already have some experience of investing, but want to develop their knowledge of analysing companies, investment strategies and building and managing a portfolio.
The topics which will be covered over the duration of the course are:
- An Edge / Financial Statements
- Ratios
- Valuation / Expected Return / Margin of Safety
- Screening / Quality Screen
- Value & Dividend Screens / Factor Investing
- Portfolio Management / Execution
- Momentum / Trends
- Investment Trusts & Exchange Traded Funds & OEICS
If you feel this may be a little advanced for you, please take a look at our Beginners’ Group as an alternative. The Intermediate Group will not cover the basics of investing.