General Financial Awareness Course
|Understanding investments can feel like learning a different language. Industry terminology, complex concepts and ever-changing markets might be second nature to investment professionals but can make it difficult to understand for those not in the investment community.
At Rathbones, we believe in education to enhance your understanding of the world of wealth management. Once you understand your money, you are better equipped to make informed decisions. Our courses aim to provide the clarity and knowledge you need to take control of your wealth with confidence.
Why invest?
- This section considers the consequences of investing versus staying in cash, compound returns, inflation and the cost of living.
Asset classes
- From simple cash deposits to complex private equity investments, we consider how each asset class works in practice.
Risk and reward
- Here we delve into the jargon and provide clarity when considering what risk could mean for different types of investor.
How to invest
- There are many ways to invest and many different services to select from. Here we explain these services and methods in detail.
An introduction to financial planning
- An understanding of financial planning basics and how engaging the right professional can bring about positive outcomes in meeting your long-term plans and aspirations.
