Investment Fundamentals Program
Master the core principles of smart investing through structured learning designed for real-world application. Our comprehensive program builds confidence through practical knowledge and hands-on experience.
Get Program DetailsBuilding Your Investment Foundation
Investment success starts with understanding the fundamentals. Our program takes you through essential concepts step by step, from basic portfolio theory to risk management strategies that actually work in practice.
- Portfolio construction and diversification principles
- Risk assessment and management techniques
- Market analysis and economic indicators
- Asset allocation strategies for different life stages
- Tax-efficient investment approaches
Learn from Experienced Practitioners
Our instructors bring decades of real market experience to help you understand not just what to do, but why it matters in practical investing situations.
Dermot Finnegan
Portfolio Strategy Instructor
Twenty years managing institutional portfolios taught me that successful investing isn't about timing markets—it's about understanding risk and staying disciplined. I focus on helping students develop that same steady approach.
Aoife Brennan
Financial Planning Specialist
After advising hundreds of families on their investment journeys, I've seen what works and what doesn't. My classes emphasize practical decision-making skills that you can apply immediately to your own financial situation.
12-Week Curriculum Structure
Our program is designed to build your knowledge systematically, with each module preparing you for more advanced concepts. Starting September 2025.
Foundations & Market Basics
Start with investment terminology, market structure, and basic financial statements. We cover different asset classes and how they behave in various market conditions. You'll learn to read annual reports and understand what drives stock prices.
Portfolio Theory & Risk Management
Dive into portfolio construction principles, correlation concepts, and diversification strategies. We explore risk measurement tools and how to build portfolios that match your risk tolerance and investment timeline.
Analysis Techniques & Valuation
Learn fundamental analysis methods for evaluating investments. We cover financial ratios, industry analysis, and basic valuation models. You'll practice analyzing real companies and investment opportunities.
Strategy Implementation & Planning
Focus on putting theory into practice with tax-efficient strategies, retirement planning considerations, and portfolio monitoring techniques. We end with creating your own investment plan based on what you've learned.
Program Details & Application
Our autumn 2025 cohort begins in September, with both evening and weekend schedule options to accommodate working professionals. Class sizes are limited to ensure personalized attention and meaningful discussion.
Program Information
- Duration: 12 weeks (September - November 2025)
- Schedule: Tuesday evenings 7-9 PM or Saturday mornings 10 AM-12 PM
- Class size: Maximum 16 participants per session
- Location: Dublin city centre and online options available
- Prerequisites: Basic mathematics and genuine interest in learning
- Materials: All course materials and resources included