Investment Training Options
Regardless of how we deliver them, our education and training offerings focus on communicating the core principles of sound investing:
Learn the 3 Steps to Investment Success
Understand the Asset Classes
There are only five asset classes: equities, fixed income government bonds, inflation-linked government bonds, bank deposits and gold.
Build a Plan and Execute
Find out whether you are a regular investor or a lump-sum investor, whether you are comfortable investing directly in individual companies or more comfortable using lower risk, diversified funds.
Our training seminars and courses can assist you to:
Manage a lump-sum investment
Manage your own pension
Start a saving programme
Develop a focused investment plan
Use our website and newsletter offering to implement your plan.
How This Course Will Help You
The Gillen Academy offering is aimed at improving your understanding of the principles of sound investing and building your confidence. Our courses and seminars also build trust in us as advisors.
Some people do our training courses and go on to be proficient do-it-yourself investors. Others don’t take it any further either because they lack the interest or confidence or perhaps because they are time poor, and prefer to then talk to one of our investment advisors.
We are here to assist you to find the path that suits you.
Our investment books include the more comprehensive 3 Steps to Investment Success published in 2012 along with the smaller booklets – A Guide to Sound Investing (2016), Intelligent Gold Investing (2017) and Understanding Alternative Assets (2018). They are free to our investment clients and newsletter/website subscribers.
We are an established professional investment advisory firm with ancillary training services and a subscription-based newsletter and website offering for the do-it-yourself investor.
Research & Insights
We undertake our own in-house research to determine where value lies in markets, to provide specific stock and fund recommendations and guidance on building suitable portfolios taking account of risk tolerances.