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Finance, Investments & Funds

Introduction to Investments

Course details

Start Date

7 October 2021

CPD Points

5.5

Cost

£295

Length

Full day (09:30-16:00)

Course Overview

Designed for relative newcomers to investments, this one day course assumes no prior knowledge and aims to provide delegates with a basic understanding of investments and their uses; it is ideal for those who are new to the role or those who require a refresher.

Delegates are requested to bring a calculator.

Course Content

The course will cover the following topics:

    • Introduction to the Stock Market
    • Introduction to UK equities
    • Share price and yields
    • Introduction to UK gifts and bonds
    • Overseas investments
    • Offshore funds
    • Fund dealing, valuation and price calculation
    • Accounting for investments
    • Investments ratios
    • Taxation issues

    Course Benefits

    In attending this course you will gain a basic understanding of investments and the crucial role they play within the financial sector and the global economy.

    Next Steps

    If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 721555.

    If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

    Course Tutor

    • Angus Kemp

      Angus Kemp is a qualified Chartered Accountant and has been involved in tutoring students in the islands for over 25 years. He came to Guernsey in 1985 after having qualified in Glasgow, and has spent time with Coopers & Lybrand and BDO as well as a spell with ICI. In 1995 he established Offshore Training Consortium in Guernsey, which was subsequently acquired by BPP, and in 2002 he founded his accountancy practice, Kemp Le Tissier. He continues to service his own clients and specialises in audit and assurance services, liquidations and general business advice. Angus’s extensive academic credentials include MA in economics and Politics, Postgraduate Certificate in Accountancy, and a Masters degree in Education.

    Upcoming Courses

    Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.