Investment Education PLC

Wealth Investment Skills
Last Updated - 9 February 2016
Todays Date -
Return to CoursePrint course
Duration 2 days
Fee GBP 980 + VAT


People often make the error of thinking that Financial Advisers, Private Bankers and Wealth Managers always act for their benefit and have all- encompassing knowledge. As numerous cases have shown this may be incorrect. Incentives, adviser ignorance and lack of time or experience can have a bad effect.


The best person to decide upon the suitability of any investment is often the owner, if he or she has investment knowledge. Sadly, in many cases, this is not the case. People lack knowledge to discuss, question or challenge what is put to them. Many feel intimidated by the jargon used, the opulent offices and claimed skills of their Private Bankers and Financial Advisers. UBS, previously the largest Private Wealth Manager in the world and supposedly an expert in investment, generated possibly the largest investment loss of any European bank and one of the largest of any investment institution in the world. Where were the investment skills? Where was Risk Control? Appearances can be deceiving.


This is unnecessary. Investment is an art or skill that can be developed in anyone who is interested and will make an effort to learn and question. It is not even hard - Investment is fascinating ; it combines an appreciation of the world, common sense and psychology and opportunism. The results can be evident and very satisfying.



The Wealth Investment Skills seminar is designed for anyone wanting to invest their own wealth or monitor or question their Private Banker or Financial Adviser. No prior knowledge is assumed. The seminar is not a complete solution but it is an excellent and painless start to developing Wealth Investment skills.


The seminar is extremely enjoyable and interactive with exercises and cases. Groups are kept small with a typical maximum of 12.  Overflow dates are offered as seminars fill up.





1   Investment Principles and Reporting

2   Equity Investment: what the Stock Market offers


3  World Stock Markets Overview: using Risk to reduce Risk

4   Fixed Income or Bonds Investment

5   Behavioural Finance: are you your worst enemy?

6   Dealing Techniques: Buying and selling is an art


7   Derivatives Overview: The heaven and hell of Futures and Options



8  Hedge Funds Overview

9   Portfolio Construction, Rebalancing and Monitoring

Other Information

No investment is recommended. The seminar is a good all-round briefing for those wanting to learn about  intelligent and successful investment on a world-wide basis. The specialist areas of Tax and Insurance products are not included. The seminar is not a complete solution but it is an excellent and painless start.


DETAILS  - Private Seminars     Groups of friends (at least 6) can commission their own tailored seminar at their selected location. Details on request.



NOTE: Content order and presentation may be amended without notice due to time constraints and audience requirements