Build Financial Confidence Through Structured Learning
Our investment confidence programme runs from September 2025 through March 2026. You'll work through practical scenarios with real market examples – not abstract theory that vanishes when markets get volatile.
Request Programme DetailsWe Focus on Decision-Making, Not Predictions
Most investment courses teach you to chase returns. We do something different. Our curriculum centres on building a framework for decisions you can stand behind when markets turn unpredictable.
- Portfolio construction based on your actual risk tolerance, not theoretical models
- Scenario analysis using historical Irish and European market events
- Behavioural finance workshops that address why we make poor decisions under pressure
- Monthly market review sessions where participants present analysis to the group
- Direct access to our research library and market commentary archive
Six-Month Programme Structure
The programme runs over 24 weeks with monthly in-person sessions in Cork and weekly online reviews. Each module builds on previous concepts, so you develop skills progressively rather than jumping between disconnected topics.
Foundation & Risk Assessment
We start with where you are now. Financial position mapping, risk capacity evaluation, and setting realistic objectives that match your situation.
Weeks 1-4Asset Classes & Allocation
Understanding equities, bonds, property, and alternatives. How different assets behave in various market conditions and why diversification matters.
Weeks 5-8Portfolio Construction
Building a portfolio that matches your goals. Tax considerations for Irish investors, cost management, and rebalancing strategies.
Weeks 9-12Market Analysis Methods
Reading financial statements, evaluating management quality, understanding valuations. When to trust analyst reports and when to dig deeper.
Weeks 13-16Behavioural Finance
Why smart people make poor investment decisions. Recognising cognitive biases and building systems that help you avoid emotional reactions.
Weeks 17-20Implementation & Review
Creating your personal investment plan. Establishing monitoring routines, knowing when to adjust, and preparing for difficult market periods.
Weeks 21-24Skill Development Progression
Assessment & Planning
Knowledge Building
Practical Application
Independent Management
Practical Sessions You Can Apply Immediately
Each module includes hands-on workshops where you work through real scenarios. These aren't theoretical exercises – they're based on situations our clients have actually faced.
Portfolio Review Workshop
- Bring your current investment statements (we review anonymously if you prefer)
- Identify actual costs you're paying – many people discover hidden fees
- Map your current asset allocation against your stated risk tolerance
- Calculate whether your portfolio matches your retirement timeline
- Develop a specific rebalancing plan with trigger points
Company Analysis Exercise
- Select an Irish-listed company or major European firm
- Read the last three annual reports and identify key business risks
- Compare management's promises from past years against actual results
- Evaluate the company's competitive position in its industry
- Decide whether the current share price represents value given the analysis
Crisis Scenario Planning
- Review your portfolio's performance during the 2020 market drop
- Identify which positions caused the most anxiety and why
- Create a written plan for what you'll do in the next 20% market decline
- Establish specific rules for when you'll rebalance versus when you'll hold steady
Programme Investment Options
Our autumn 2025 cohort begins 8 September. Spaces are limited to 18 participants to maintain the quality of group discussions and individual attention.
Foundation
Complete six-month programme with monthly sessions and online access to materials.
- 24 weeks of structured learning
- Monthly in-person sessions in Cork
- Weekly online review sessions
- Access to research library
- Course materials and templates
Professional
Foundation programme plus quarterly follow-up sessions for the year following completion.
- Everything in Foundation
- Quarterly review sessions for 12 months
- Direct email access to instructors
- Monthly market commentary reports
- Priority booking for workshops
- Alumni network access
Individual Coaching
One-to-one programme tailored to your specific situation with flexible scheduling.
- 12 private two-hour sessions
- Customised curriculum based on your needs
- Flexible scheduling around your availability
- Detailed portfolio analysis
- Written investment policy statement
- Ongoing support for 12 months
What Previous Participants Say
The behavioural finance module changed how I react to market drops. I actually stuck to my plan during February's volatility instead of panic-selling like I usually would.
I discovered I was paying over 2% annually in fees I didn't know about. The portfolio review workshop alone saved me enough to cover the course cost within two years.
The quarterly follow-ups have been invaluable. Markets behave differently than the textbooks suggest, and having ongoing guidance helps me stay disciplined.
The one-to-one format let us focus on my actual situation rather than generic examples. We built a plan that works for my business income variability and family commitments.