Standalone Financial Literacy Module

Investing in Practice: From Theory to Action

Learn how investing works in practice, from account types and advice models to using an online investment platform, exploring investment options, ETFs, fund factsheets, buying shares, order types, safeguarding assets and outsourcing asset allocation through lifecycle funds.

Includes video lessons, a quiz, PDF deck and reflection exercise.

Buy this module - €49

This module is also included in the full 14-module Financial Literacy Programme.

Inside the Module

    1. Module Introduction

      FREE PREVIEW

    1. Account Types: Who Makes the Final Call?

    2. Advisory Relationship: Collaboration

    3. Practical Example: Lessons from Advising Clients

    4. Discretionary Accounts: Outsourcing Decision-Making

    1. Taxable v Tax-Advantaged Accounts

    2. The Impact of Fees & Expenses

    1. Case Study: An Online Investment Platform

    2. Platform Overview: Key Aspects

    3. Practical Example: Ready-Made Portfolios

    4. Account Opening & Practice Mode

    5. Explore Available Investment Options

    1. Executing a Market Order: Alphabet Share Purchase

    2. Order Type: Limit v Market Order

    3. Monitoring Account Return & Underlying Holdings

    1. Exploring Exchanged Traded Funds (ETFs)

    2. World Equity ETF Example

    3. World Dividend Yield ETF Example

    4. Practical Example: Vanguard Fund Factsheet Review

About this course

  • €49,00
  • 28 lessons
  • 2 hours of video content

Start the Module

Get immediate access to this practical module, including video lessons and real-world examples designed to help you move from thinking about investing to taking practical steps with more confidence.

€49

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