INVESTING & PERSONAL FINANCE
Learn to Invest. Learn to Manage Money. Build for the Long Term.
A practical course on investing in the stock market and managing your personal finances, so you can make informed, long-term decisions with your money.
This is an investing course, not a trading course. Education only, not financial advice.
FORMAT
Recorded, on demand
LESSONS
56 video lessons
ACCESS
Start immediately
COURSE FEE
£200
WHO IT IS FOR
Is this course for you?
Beginners
You want to start investing but do not know where to begin.
Savers
You save regularly and want your money to work harder over the long term.
Families
You want to manage household money better and plan for the future.
Professionals
You want to understand pensions, funds and long-term wealth building.
THE CHALLENGE
Most of us were never taught how money works
Many people work hard but were never taught how to budget, manage debt or invest. Others are put off by jargon, or drawn in by get-rich-quick schemes and scams.
This course gives you clear, practical knowledge so you can make calm, informed, long-term decisions with your money.
WHAT YOU WILL LEARN
Key learning areas
✓ How the stock market, indexes and stocks work
✓ Choosing a brokerage and opening an investment account
✓ Index funds, ETFs, active funds and bonds
✓ REITs, commodities, ESG and target date funds
✓ Diversification and building a long-term portfolio
✓ Reading financial statements and key ratios
✓ Common investor mistakes and how to avoid them
✓ Budgeting, saving, emergency funds and debt management
✓ Taxes, pensions and financial resilience
✓ Identifying and avoiding financial scams
COURSE MODULES
What the course covers
Investing foundations
✓ Introduction to investing in the stock market
✓ Stock market indexes
✓ Stocks
✓ Choosing a brokerage firm
✓ Key investing concepts
✓ Economy, business cycles and sectors
Funds and asset classes
✓ Index funds and tracker funds
✓ ETFs (exchange traded funds)
✓ Active mutual funds
✓ Bonds, REITs and commodities
✓ ESG and target date funds
✓ Vanguard LifeStrategy
✓ Cryptocurrency
Analysis and portfolio building
✓ Financial statement ratios and analysis
✓ Comparing ETFs across sectors
✓ Diversification and building a portfolio
✓ Analysing penny stocks
✓ IPOs
✓ Common investor mistakes
Practical set-up
✓ Opening Coinbase, eToro, Vanguard and Degiro accounts
✓ Taxes and pension
✓ Resources
Personal finance
✓ Budgeting basics
✓ Building an emergency fund
✓ Money management: saving, spending and earning
✓ Credit cards and debit cards
✓ Debt management
✓ Financial resilience and wellbeing
Money habits and mindset
✓ The money mindset
✓ Golden rules of personal finance
✓ Paying yourself first
✓ Risk management
✓ Habits of the rich and poor
✓ Identifying and avoiding financial scams
OUTCOMES
By the end of the course
✓ Understand how the stock market and the main investment products work
✓ Know how to open and use an investment account
✓ Build a simple, diversified long-term investment plan
✓ Create a budget and an emergency fund
✓ Manage debt and spending with more confidence
✓ Recognise and avoid common mistakes and scams
HOW IT WORKS
Getting started is simple
STEP 1
Enrol online
Complete the enrolment form, or enrol directly on our course platform.
STEP 2
Confirm your place
We confirm your place and the next steps with you.
STEP 3
Start learning
Access your course and learn at your own pace.
FAQ
Frequently asked questions
Is this a trading course?
No. This course teaches long-term investing and personal finance, not short-term trading.
Is this financial advice?
No. The course is for education only. Investments can go down as well as up. Make your own decisions or speak to a regulated adviser.
How do I start?
Click Enrol Now. The course is recorded, so you can start learning as soon as you have enrolled.
What do I need?
A computer or a mobile phone and an internet connection.
How much does it cost?
The course fee is £200.