Investment Training That Actually Makes Sense
Most finance courses throw jargon at you and hope something sticks. We start with real money decisions people face every week, then build the skills around those moments. No theory for theory's sake.
Talk About Your Team's NeedsWhat Your Team Actually Learns
We've spent the past eight years watching people learn investing. Some approaches work. Most don't. Here's what we've built based on what actually sticks.
Reading Markets
Your team learns to spot patterns in price movements and understand what different market signals mean. Not prediction—just pattern recognition that helps with better timing decisions.
Risk Thinking
We focus on how much you're willing to lose before we talk about what you might gain. It's a backwards approach that most people skip, but it's the one thing that keeps accounts intact during rough patches.
Portfolio Structure
Diversification sounds boring until your tech stocks drop 30% and your bonds hold steady. We walk through building balanced portfolios that can handle different economic weather.
Tax Strategy
Irish tax treatment of investments is specific and sometimes counterintuitive. We cover what gets taxed when, and how to structure holdings to avoid unnecessary revenue contributions.
Pension Planning
Understanding how workplace pensions interact with personal investments changes how you approach long-term wealth building. We map out the coordination most people miss.
Decision Psychology
Money decisions get emotional fast. We teach the mental frameworks that help your team recognize when fear or greed is driving choices instead of analysis.
Learning Through Actual Scenarios
Every session centers on situations people encounter in real life. Last autumn, we ran a workshop where participants had to rebalance a portfolio during a market correction. Three different approaches emerged, and all had merit depending on individual circumstances.
That's the point. We're not teaching one right answer. We're building judgment that adapts to different contexts and risk tolerances.
- Work through twelve months of market scenarios based on 2024 conditions
- Analyze real company financials from Irish and international firms
- Practice portfolio adjustments with immediate feedback on consequences
- Build personal investment frameworks you can actually use next week
Who Teaches Your Team
Darren Keohane
Portfolio Strategy Lead
Darren spent fifteen years managing institutional portfolios before he got tired of speaking only to finance professionals. He's good at translating complex allocation strategies into decisions regular investors can implement. His sessions focus heavily on the math that actually matters and ignoring the math that doesn't.
Siobhan Treacy
Market Analysis Specialist
Siobhan comes from equity research and knows how to read between the lines of corporate announcements. She teaches pattern recognition and fundamental analysis with a practical bent. Her approach: if you can't explain why you're buying something in two sentences, you don't understand it well enough yet.
What Changes After Training
We track participants six months after completion. Here's what we consistently hear about how their investment approach shifts.
Confidence in Decisions
People stop second-guessing every move or freezing when markets shift. They develop frameworks for making choices that feel grounded rather than reactive.
Better Questions
Participants start asking advisors more specific questions and can evaluate whether the answers make sense. It changes the dynamic from passive acceptance to active partnership.
Portfolio Awareness
Teams develop a clearer understanding of what they own and why. Regular portfolio reviews become productive rather than overwhelming.
Next Cohort Starts October 2025
We're scheduling corporate training sessions for autumn. The program runs eight weeks with one three-hour session weekly. Groups work best with eight to fifteen participants who have similar baseline knowledge.
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