Investing 101

How to invest in the Stock Market… easily and safely.

You can start now, even if you only have a small amount to invest… and if you think you can’t, we’ll show you how you CAN. During the workshop you’ll create an effective, long-term investing strategy (that does not require a lot of your time). You’ll set up a basic portfolio that suits your needs and risk profile (with Equities and ETF’s) .

Content has been drawn from financial experts, using tried and tested strategies, and presented in a simple way that anyone can understand.  You will leave with peace of mind and a plan that will impact your life as well as those you love.

Included:

  • 65 easy-to-understand video lessons (approx. 2-8 minutes each)
  • Notes in the form of a downloadable .pdf of the PowerPoint slides
  • Downloadable practical application exercises and tools
  • Financial goals spreadsheet
  • Portfolio planning sheet

What you’ll learn during the workshop:

  • How the Stock Market works and why you should start investing now – even if you have limited time and money.
  • Where to put your money – what shares or ETF’s to buy and when to sell.
  • How to protect yourself during uncertain times.
  • The best way to get your money working for you simply and safely.
  • The keys to successful investing and how to set it up on auto pilot to get your money working for you.
  • Gain clarity on your financial goals – learn how to save more and invest with confidence. 
  • Plan your path to financial freedom, know how much is enough to have peace of mind and live the life you love.

Welcome

Why Investing 101

Saving vs Investing

Cash Flow

Understanding the Jargon

How to Make Money with Stocks

ETFs

Designing your Portfolio

Close your Circle

Conclusion