Personal Investment: Build Your Portfolio with Confidence | WEA Sydney

Thanks for adding:

Proceed to Checkout

Continue browsing

X
F2F ONL

Print this page Personal Investment: Build Your Portfolio with Confidence

Available Classes

Ever wondered how to invest with clarity and confidence? This course introduces the key principles of personal investing for beginners and those with some experience. We explore how financial markets work, how to interpret information and how to apply both fundamental and technical analysis. You’ll learn how to filter market noise and understand economic cycles. Designed to be practical and accessible, this course helps you build the skills needed to develop and manage your own investment portfolio.

DELIVER MODE

Face to face

COURSE OUTLINE

  • Understand how different investment vehicles work and their legal structures, the pros and cons of investing in direct shares, managed funds, index funds, ETFs (Exchange Traded Funds) and SMAs (Separately managed account).
  • Learn fundamental and technical analysis of share market to determine potential entry and exit points.
  • Explore the interactions among cash, government and corporate bond markets and how they affect the share market.
  • Construct your own investment portfolio – based on your risk appetite, expected returns, needs and circumstances in line with market conditions.

LEARNING OUTCOMES

  1. Understand the different types of investment vehicles.
  2. Appreciate the interactions among different investment markets.
  3. Set up signposts to provide buying/selling signals for your investments.
  4. Build and maintain your own investment portfolio.

COURSE RESOURCES

Please familiarise before course starts with rba.gov.au and investing.com sites.

Interested in this course? JOIN OUR WAITLIST to be notified when vacancies or future classes are available.