Service Description

A 2-day training program on Investment and Options Training for Individuals and Small to Medium-sized Businesses, focusing on investment types, valuation, compliance, and tax implications throughout the investment life cycle. Day 1: Investment Fundamentals Morning Session: Understanding Investment Types • Introduction to Investment Landscape. • Investment Types: • Equities (Stocks) • Fixed Income (Bonds) • Real Estate • Mutual Funds • Exchange-Traded Funds (ETFs) • Alternative Investments. Module 2: Investment Valuation and Risk Assessment • Valuation Methods for Different Asset Classes. • Risk and Return Profiles. • Diversification Strategies. • Portfolio Construction. Compliance and Tax Implications Module 3: Investment Compliance • Regulatory Framework for Investments. • Compliance with SEC and Other Regulatory Authorities. • Ethical Considerations in Investments. • Investment Scams and Red Flags. Module 4: Tax Implications of Investments (3:00 PM - 4:30 PM) • Taxation of Investment Income. • Capital Gains Tax. • Tax-Efficient Investment Strategies. • Case Studies on Tax Optimisation. Day 2: Investment Strategies and Options Investment Strategies • Active vs. Passive Investing. • Value vs. Growth Investing. • Dollar-Cost Averaging vs. Lump Sum Investments. • ESG (Environmental, Social, Governance) Investing. Module 2: Investment Options for Small to Medium-sized Businesses • Business Investment Opportunities. • Business Expansion through Investments. • Funding Sources: Equity vs. Debt. • Assessing Investment Risks for SMEs. Investment Lifecycle and Case Studies Module 3: Investment Lifecycle • Pre-Investment Planning and Due Diligence. • Investment Execution and Monitoring. • Exit Strategies and Profit Realisation. • Managing Investment Portfolios. Module 4: Case Studies and Practical Exercises • Analysing Real Investment Scenarios. • Creating Investment Portfolios. • Risk Management Simulation. • Investment Decision-Making Exercises. Throughout the training, participants will engage in discussions, practical exercises, and case studies to gain a deep understanding of various investment options, valuation techniques, compliance requirements, and tax implications. This program aims to equip individuals and small to medium-sized businesses with the knowledge and tools to make informed investment decisions while staying compliant with regulations and optimising tax outcomes.

Contact Details

• 121 Brooker Road, Waltham Abbey, UK