| Course Details | |
| Course Name | Investment Asset Guidance |
| Delivered By | Practical IT Solutions |
| Location | Classroom (Stockport) |
| Target | Personal Investors |
| Length | 1 Day (9 Hours) 08:30-17:30 |
| Prerequisites | Learners should have a basic understanding of financial products and of the concept of owning a stock or fund along with the use of any online financial platform or service including banking. |
| Course Overview | |
| This course will provide you with basic guidance on the technical components and attributes of current mainstream financial asset types. These include stocks, funds, ETFs, Investment trusts and alternative investments. You will become familiar with their composition as well as the numbers which are represented on each asset and what they mean including (technically) the ‘buy’ and ‘sell’ and what considerations can be made. This course will include some lecture as well open discussion, questions and some hands-on investigative learning. This course will not help you decide how or where to invest.
SPECIAL NOTE: The UK allows people to make their own financial decisions and manage their own investments in most cases. Financial advice is regulated in the UK. An independent financial advisor is the recommended route for advice relating to situational money management, investment vehicles/products/wrappers, tax liabilities, risk profiles and many other considerations. This course cannot offer any personalised or even general recommendations about these items, nor advise you which investment to buy or sell, or the providers you should use. This course is designed to offer technical guidance to be used in combination with a range of other research and analysis every investor should undertake, or – if in any doubt –seek independent financial advice. |
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| Audience Profile | |
| Those investors who have decided to investigate the available [financial] investment assets they can purchase. This includes people who may have a SIPP or ISA, or a Fund account or any other account (eg a company pension) with assets which they want to understand (eg. Stocks) as well as those fascinated by the acronyms and numbers when watching Bloomberg or listening to the experts who discuss them. It’s a basic overview to set you on a path of future understanding. | |
| Skills Gained | |
| · Describe the different types of assets which can be owned
· Describe the composition of each asset type in reasonable detail · Describe the differences between routes of purchase of assets · Describe the pricing systems of assets and how they are priced · Describe the terminology attached to each asset and each means · Describe the considerations to understand when assessing an asset type · Describe where to find more information about a specific asset or asset type · Describe who the key regulators are for each asset type · Describe the key official and informational websites and data sources for further reading |
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| Course Modules | |
| 1. Asset Types 2. Asset Purchase 3. Asset Terminology 4. Regulation and Research |
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| Module 1: Asset Types
Section 1: Why are there different asset types Module 2: Asset Purchase Section 1: Where are difference assets purchased Module 3: Asset Terminology Section 1: What do the numbers, phrases and acronyms mean on stocks and funds and often quoted within mainstream news services Module 4: Regulation & Research Section 1: Who regulates financial investments and markets in the UK |
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