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Investment Learning That Actually Works

Most people feel overwhelmed trying to understand investing. We've built something different.

Our approach strips away the jargon and focuses on what actually matters—building confidence through understanding. People who work with us tell us they wish they'd found this years ago. And honestly? We hear that a lot.

Core Foundation

Everything connects back to practical understanding

01

Market Fundamentals

Start with how markets actually function. Not theory from textbooks—real patterns you'll recognize when reading financial news. We cover asset classes, risk profiles, and why certain investments behave the way they do during different economic conditions.

6 weeks
02

Portfolio Construction

Building a portfolio isn't rocket science, but there's definitely a method. You'll learn allocation strategies that match your situation—not someone else's. We walk through diversification, rebalancing, and how to adjust as your life changes.

5 weeks
03

Risk Management Essentials

Every investment carries risk. The trick is understanding which risks you're taking and why. We break down volatility, correlation, and how to protect yourself from common pitfalls that catch beginners off guard.

4 weeks
04

Tax Considerations

Tax efficiency makes a bigger difference than most people realize. Especially here in Ireland where the rules can get tricky. We cover what you need to know about capital gains, dividend taxation, and structures that might work for your circumstances.

3 weeks
05

Market Analysis Skills

Reading charts and understanding market indicators becomes second nature with practice. We teach you how to evaluate opportunities, spot warning signs, and make sense of economic data that influences investment decisions.

5 weeks
06

Long-Term Strategy

Quick wins feel good, but sustainable wealth comes from consistent strategy. We focus on building approaches that work over decades, not weeks. This includes retirement planning, wealth preservation, and adapting to life stages.

4 weeks

What You'll Actually Learn

These aren't abstract concepts. Each module addresses specific questions our students come in asking. Because real learning happens when you can apply knowledge immediately.

Understanding Economic Cycles

Markets move in patterns. Not perfectly predictable ones, but recognizable cycles that affect your investments differently. You'll learn to identify where we are in a cycle and what that might mean for your portfolio.

Recent example: The 2024 interest rate shifts affected bonds and equities very differently. Understanding why helps you prepare for similar situations.

Reading Financial Statements

Company financials tell stories if you know how to read them. We break down balance sheets, income statements, and cash flow reports into plain language. You'll spot red flags before they become problems.

One participant caught overvaluation in a company they were considering by noticing debt levels growing faster than revenue—saved them a headache.

Behavioral Finance Insights

Your biggest investment risk? Probably yourself. We all have biases that work against us. Understanding loss aversion, confirmation bias, and herd mentality helps you make clearer decisions when emotions run high.

Panic selling during market dips is textbook loss aversion. Once you recognize the pattern in yourself, you're less likely to fall for it.

Financial analysis workspace showing investment research materials and market data
Róisín Flanagan, lead investment educator

Róisín Flanagan

Lead Investment Educator

"I've watched hundreds of people go from completely confused to confidently managing their own portfolios. It never gets old."

Real Progress From Real People

These outcomes aren't guaranteed—everyone's journey looks different. But these stories show what's possible when you put in the effort.

Aoife Treacy, program participant

Aoife Treacy

Joined September 2024, completed March 2025

Aoife came in skeptical. She'd tried learning about investing before through YouTube and books, but nothing clicked. What changed was having structured guidance and being able to ask questions when concepts didn't make sense. By month four, she was analyzing stocks on her own and actually understanding what the numbers meant. Six months in, she rebuilt her entire portfolio with a clear strategy behind every position.

"The confidence shift was massive. I went from avoiding my investment statements to checking market news daily and knowing what to look for."

Typical Learning Journey

1

Months 1-2

Building foundation knowledge, learning terminology, understanding basic concepts

2

Months 3-4

Applying skills to real analysis, starting portfolio planning, identifying personal risk tolerance

3

Months 5-6

Independent decision-making, developing long-term strategy, continued refinement