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On-Line Courses

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On-Line Courses

Fees

The course is free: marking the questions is free

Personal coaching on incorrect answers costs £75, and is optional

On-Line Course

  1. Launch the On-Line Course.

  2. Download the Test Questions (PDF file)

  3. If you want to know you've passed, send the answers in by email, or print and fax them

  4. If you want personal coaching, pay the invoice we will send by e-mail.


Optimising the portfolio and pensions

50 page course with links, examples and quiz

What benefit will I get?

The course takes about six hours to take. Participants talk in terms of saving £3,000 to £6,000 every year just on charges. Implementing the changes recommended are done with private bank accounts or stockbroker accounts of your own choice, including discount brokers. Moving your portfolio and pensions away from financial institutions and their IFA agents takes some further hours. Fee-only wealth managers can help with this process.

Start the course now

Modelled on real-life coaching sessions, in this presentation, participants learn how to make their existing portfolio and pensions more efficient by removing excess charges and commissions, and taking a 21st century approach to the strategy of investing. Using case histories, examples describe how to untangle fact from promotion, evaluate the value-for-money of each investment and pension, determine what the options are, and how to improve performance.

The program includes a comprehensive review of the current economic situation, and is designed so that by the end of the course, participants will be confident and in control.

Participants move through the presentation at their own pace and may repeat pages as needed.

Successful participants will receive a £225 credit to use with Independence Wealth Management, one of the leading fee-only wealth managers in Britain.

The course is free: marking is free: personal coaching to discuss incorrect answers is £75 and optional.