Master Investment Fundamentals Through Practical Learning
Join our comprehensive programme where theory meets real-world application. Build confidence in investment decisions through structured learning and hands-on experience with Irish market dynamics.
Begin Your Learning Journey
Your Learning Timeline
We've structured our programme around realistic goals and genuine skill development. Here's how your investment education unfolds over twelve months.
Core Learning Modules
Each module builds practical skills through real examples and interactive exercises. You'll work with actual market data and case studies from the Irish investment landscape.
Investment Fundamentals
- Understand risk-return relationships
- Evaluate different asset classes
- Calculate compound growth effects
- Assess personal risk tolerance
Irish Market Context
- Navigate tax implications and reliefs
- Compare domestic vs international options
- Understand regulatory protections
- Access pension and PRSA structures
Portfolio Design
- Build balanced asset allocation
- Implement diversification strategies
- Manage rebalancing schedules
- Monitor performance effectively
Advanced Planning
- Plan for retirement income needs
- Structure tax-efficient strategies
- Prepare for market volatility
- Create review and adjustment systems
Start Small, Learn Fast
Many people wait for the "perfect" moment to begin investing. Experience shows that starting with modest amounts while learning helps build confidence and practical knowledge.
Tax Efficiency Matters
Irish investors face specific tax considerations that significantly impact long-term returns. Understanding deemed disposal rules and tax-efficient structures can save thousands over time.
Diversification Beyond Borders
While supporting Irish markets makes sense, global diversification helps reduce risk. We explore how to balance domestic investments with international exposure effectively.
Emotional Discipline
Market volatility tests everyone's resolve. Developing systematic approaches to decision-making helps maintain perspective during both market excitement and fear.
Learn From Experienced Practitioners
Our instructors combine academic knowledge with real-world experience in Irish financial markets. They understand the challenges facing individual investors and provide practical guidance based on actual market conditions.
Ciarán Ó Briain
Investment Strategy & Portfolio Management
Former fund manager with 15 years experience in Irish equity and bond markets. Specializes in tax-efficient portfolio construction and retirement planning strategies.
Siobhán Kellaway
Financial Planning & Risk Management
Chartered financial planner with extensive experience helping Irish families build wealth. Focuses on practical approaches to long-term financial security and education funding.
Declan Fitzpatrick
Market Analysis & Economic Trends
Senior market analyst specializing in European and Irish market dynamics. Brings deep understanding of how global events impact local investment opportunities.
Aoife MacCarthy
Regulatory Framework & Compliance
Former Central Bank adviser with comprehensive knowledge of Irish investment regulations. Ensures programme content reflects current legal requirements and best practices.
Next cohort begins September 2025. Early registration opens June 2025 with limited spaces available for personalized attention.
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