Our workshops are designed to help those people interested in learning the fundamentals of investing. We aim to help you be more confident in setting goals, talking to your investment adviser and developing an investment portfolio.

The workshop will cover a wide range of topics including shares, bonds, asset allocation, our current insights and our services. It has been designed to be interactive and promote discussion.

The workshop will cover:
The fundamentals of investing – why, how and where to invest

• Key investment principles – what you need to consider when you invest, and
• How to build your own personal investment portfolio