General Financial Awareness Course
Understanding investments can be like learning a different language. At Rathbones, we believe in education to enhance your understanding of the wealth management environment. Once you understand your money, you are better equipped to make informed decisions.
Register for our upcoming online programmes:
General Financial Awareness Course
General Financial Awareness Course
General Financial Awareness Course
Understanding investments can be like learning a different language. Investment professionals use terminology which, while native tongue to them, is often unrecognisable to those not in the investment community. At Rathbones, we believe in education to enhance your understanding of the wealth management environment. Once you understand your money, you are better equipped to make informed decisions.
Who should attend?
The course is suitable for anyone who wants to gain a better understanding of how investments work, from the most basic cash deposit to more complex investment instruments. We demystify the jargon and explain in plain English how these investments work and why you may wish to select them.
Course content
The course has been designed to cover the following areas:
Why invest?
- This section considers the consequences of investing versus staying in cash, compound returns, inflation and the cost of living.
Asset classes
- From simple cash deposits to complex private equity investments, we consider how each asset class works in practice.
Risk and reward
- Here we delve into the jargon and provide clarity when considering what risk could mean for different types of investor.
How to invest
- There are many ways to invest and many different services to select from. Here we explain these services and methods in detail.
An introduction to financial planning
- An understanding of financial planning basics and how engaging the right professional can bring about positive outcomes in meeting your long-term plans and aspirations.
Please feel free to extend this invitation to friends and colleagues.
You can contact Sharon Ryan at sharon.ryan@rathbones.com if you have any questions.
16-25 Financial Awareness Courses 16-25
Our financial awareness courses, delivered by Rathbones’ investment managers, are designed to help young people take control of their finances, providing them with the knowledge and skills to build a secure financial future.
Register for our upcoming online programmes:
16-25 Financial Awareness Courses 16-25
16-25 Financial Awareness Courses 16-25
In the 90 minute sessions we’ll cover the following topics:
Financing your life
- The cost of meeting your life aspirations: house, children, education and retirement
- How to finance these aspirations
Looking at the next decade
- Cost of university
- Buying your first home
- Banks and mortgages
- Credit and debit cards
An introduction to investing
- Risk vs. reward
- Equities
Careers
- The City and how it works
- Fund management
- Interview advice
You can contact Laura Martin at laura.martin@rathbones.com if you have any questions.
Female Financial Awareness Courses
At Rathbones, we believe in education to enhance your understanding of the wealth management environment, and we think it is particularly important to ensure that women are equipped to fulfil their financial goals through the power of investing.
Register for our upcoming online programmes:
Female Financial Awareness Course
From the outset, investing can seem intricate and complex. Investment professionals use terminology which, while native tongue to them, is often unrecognisable to those not in the investment community. At Rathbones, we believe in education to enhance your understanding of the wealth management environment, and we think it is particularly important to ensure that women are equipped to fulfil their financial goals through the power of investing. Once you understand your money, you are better equipped to make informed decisions
Who should attend?
The course is suitable for women who want to gain a better understanding of how investments work, from the most basic cash deposit to more complex investment instruments. 56% of married women leave investment decisions to their husbands. At Rathbones, we aim to help close the knowledge gap between men and women when it comes to investing.
Course content
The course is for women and presented by women. It is designed to cover the following areas:
Why invest?
- This section considers the consequences of investing versus staying in cash, compound returns, inflation and the cost of living.
Asset classes
- From simple cash deposits to complex private equity investments, we consider how each asset class works in practice.
Risk and reward
- Here we delve into the jargon and provide clarity when considering what risk could mean for different types of investor.
How to invest
- There are many ways to invest and many different services to select from. Here we explain these services and methods in detail.
An introduction to financial planning
- An understanding of financial planning basics and how engaging the right professional can bring about positive outcomes in meeting your long-term plans and aspirations.
To book your place please email: Sharon Ryan at sharon.ryan@rathbones.com
