financial awareness courses

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GENERAL FINANCIAL AWARENESS COURSES

 

GENERAL FINANCIAL AWARENESS COURSES

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

4 November 2024 - 6.00pm to 4 November 2024 - 7.30pm
Education to enhance your understanding of the wealth management environment.
Register Here

 

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.

 

VIEW COURSE FLYER

 

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 FINANCIAL AWARENESS COURSES

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.

 


 

 

YOUR MONEY, YOUR FUTURE

View course flyer:


 PDF



 

 

Register for our upcoming online programmes:

16-25 FINANCIAL AWARENESS COURSE

8 August 2024 - 18:00 to 8 August 2024 - 19:30
Helping young people take control of their finances.
Register Here

16-25 FINANCIAL AWARENESS COURSE

17 December 2024 - 18:00 to 17 December 2024 - 19:30
Helping young people take control of their finances.
Register Here

VIEW COURSE BROCHURE

 

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

 

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

7 November 2024 - 6.00pm to 7 November 2024 - 7.30pm
Ensuring that women are just as equipped as men to fulfil their financial goals.
Register Here

 

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.

 

VIEW COURSE FLYER

 

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

PLANNING FOR LATER LIFE

 

Planning for later life care

This online course is for anyone who wants to gain a better understanding of the financial issues facing people in later life, including types of care, funding options, considerations like estate planning and the wider support available.

Thursday 12 September, 12.00pm - 1.00pm

 


Register here

We will run through some key financial areas that affect later life care, such as:

  • Powers of attorney and funeral plans
  • Equity release
  • Care annuities
  • Inheritance tax
  • Trusts
  • Wills
  • Court of protection

 

The course will also address key questions, including:

  • Can I afford the care I want?
  • Will I be able to look after my spouse/partner if they require care and how will that impact me?
  • Would a stock market downturn affect my ability to meet my care fees?
  • What would happen if I ran out of assets?
  • Will my children receive an inheritance?

 

We will also discuss local authority and state support that could be available and how it works, which can often be a confusing area for many people.

 

Financial security in later life

The course will explore how you can start now to make the most of your money and boost your financial resources towards your later life care. We will cover areas including:

  • Property
  • Savings and investments
  • Care annuities
  • Cash flow planning

 

Later life care is an area of financial planning that you don’t have to approach alone. Professional guidance from a financial planner could help you make decisions that mean money is one thing you and your family don’t have to worry about at difficult times. Once we have identified your care needs, we can measure how your income, savings and investments meet them during your lifetime. Rathbones do not offer all areas discussed.


Register here