A Typical Beginner's Course

  • Session 1:
    • The City of London explained
    • How the UK Stock Market works
    • The Gilt Market
    • Unit and Investment Trusts
    • I.S.A.s (individual Savings Accounts)
    • Financial Jargon and the Financial Press
    • Bull and Bear Markets
  • Session 2:
    • Personal Financial Planning -
      • Aims and Objectives
      • Taxation
      • How to Construct a Plan
    • Choosing a Financial Advisor
    • What makes Share Prices Move
    • The Importance of Timing
    • How to Spot a Bull or Bear Market
  • Session 3:
    • How to Value Individual Shares
    • How to Choose a Company in which to Invest
    • Comparisons between Companies and Industries
    • Simple Accounts
  • Session 4:
    • How to Create an Investment Portfolio
    • How to Manage a Portfolio, including:
      • When to Buy and When to Sell
    • How to Measure its Success

Throughout the Course, those attending will follow the progress of one or two shares and discuss the price movements and the factors affecting them.