Comprehensive UK Personal Finance Training

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: IMPORTANT DISCLAIMER – PLEASE READ

Lecture 3: Course Animation Video

Lecture 4: Opening words & navigating the course

Chapter 2: Chapter 1 – Investing and Investment products

Lecture 1: Introduction

Lecture 2: Overview of section & why you need money

Lecture 3: Why should you invest?

Lecture 4: Time Value of Money Principle

Lecture 5: How does stock markets work?

Lecture 6: Understanding Present Values, Future Values & Opportunity costs

Lecture 7: EXAMPLE – Simple Calculation of Investment returns

Lecture 8: Relative Returns

Lecture 9: Stock Market Indices

Lecture 10: Different categories of investors

Lecture 11: Quick introduction to investment products

Lecture 12: 1. Cash Savings

Lecture 13: 2. Bonds – Government & Corporate bonds

Lecture 14: 3. Equities – Quick introduction

Lecture 15: 3. Equities – Grocery Example – Year 1

Lecture 16: 3. Equities – Grocery Example – Year 2

Lecture 17: 3. Equities – Grocery Example – Year 3

Lecture 18: 3. Equities – Grocery Example – Other Accounting Transactions

Lecture 19: 3. Equities – Grocery Example – Registering a company & listing

Lecture 20: 3. Equities – TESCO CASE STUDY – Introduction

Lecture 21: 3. Equities – Quantitative Analysis of companies

Lecture 22: 3. Equities – Qualitative Analysis of companies

Lecture 23: 3. Equities – Other Investment Considerations

Lecture 24: 3. Equities – Understanding company sectors

Lecture 25: 3. Equities – Understanding Corporate Events

Lecture 26: Investment Funds – Introduction

Lecture 27: 4. Investment Trusts – What is It?

Lecture 28: 4. Investment Trusts – LIVE EXAMPLE

Lecture 29: 4. Investment Trusts – Choosing a fund to invest

Lecture 30: 5. Unit Trusts

Lecture 31: 6. Open Ended Investment Companies (OEICs)

Lecture 32: 7. Exchange Traded Funds (ETFs)

Lecture 33: 8. Real Estate Investment Trusts (REITs)

Lecture 34: OTHER HIGH RISK ASSETS – Introduction

Lecture 35: HIGH RISK – Contract for Differences (CFDs)

Lecture 36: HIGH RISK – Spread Betting

Lecture 37: HIGH RISK – Foreign Currency (FX) Trading

Lecture 38: HIGH RISK – Commodities

Lecture 39: HIGH RISK – (PLEASE AVOID) – Binary Options

Lecture 40: HIGH RISK – Cryptocurrencies

Lecture 41: How the FCA & BoE Ensures your assets are safe

Lecture 42: Financial Services Compensation Scheme (FSCS)

Lecture 43: Resolving Issues with your provider

Lecture 44: INVESTMENT TIPS & INSPIRATION

Lecture 45: Last words

Chapter 3: Chapter 2 – Pensions

Lecture 1: Introduction to section

Lecture 2: What is a pensions?

Lecture 3: Workplace Pensions – Defined Benefit pension schemes

Lecture 4: Workplace Pensions – Introduction

Lecture 5: Workplace Pensions – In practise

Lecture 6: Workplace Pensions – Important Things to Do

Lecture 7: Workplace Pensions – Changing Employers

Lecture 8: Personal Pensions – SIPP – Self Invested Pension Plans

Lecture 9: GPP & Small administered pension schemes

Lecture 10: Pension Tax reliefs & Allowances

Lecture 11: Taking your pension – SIPP & Occupational Pensions Only

Lecture 12: Public Sector Pension Schemes

Lecture 13: State Pension Schemes

Lecture 14: Planning for your retirement

Lecture 15: Where to Get FREE HELP on Pensions

Lecture 16: Mini – Frequently Asked Questions on Pensions

Lecture 17: Investment Account Opening Illustration

Lecture 18: Last words

Chapter 4: Chapter 3 – Investment Wrappers

Lecture 1: Introduction to tax and non-tax wrappers

Lecture 2: Overview of 4 Individual Savings Accounts (ISAs)

Lecture 3: Cash ISAs

Lecture 4: Stocks and shares ISA

Lecture 5: Lifetime Individual Savings Account (LISA)

Lecture 6: Innovative Finance ISA

Lecture 7: General Investment Account (GIA)

Lecture 8: Self Invested Pension Plan (SIPP)

Lecture 9: Junior ISA

Lecture 10: Simple Investment Options – Robo-advisors

Lecture 11: Simple Investment Options – Pre-made Investment Models

Lecture 12: Important Considerations when choosing an investment provider

Lecture 13: Transferring ISAs, JISAs, LISAs & SIPPs between providers

Lecture 14: What happens to wrappers when you move abroad

Lecture 15: What happens to ISAs when you die

Lecture 16: Last words

Chapter 5: Chapter 4 – Investing in Gold

Lecture 1: Introduction on buying gold

Lecture 2: Overview of gold, advantages & disadvantages to owning gold

Lecture 3: How gold is measured

Lecture 4: How and where to buy gold

Lecture 5: Storing your gold

Lecture 6: Other indirect ways of holding physical gold

Lecture 7: Other alternative precious metals

Lecture 8: Last words

Chapter 6: Chapter 5 – Investment strategy and portfolio

Lecture 1: Introduction on portfolio and investment strategy

Lecture 2: What is investment strategy

Lecture 3: Choosing an investment strategy