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Investment Literacy Programme

Learn how money works. Not from theory textbooks, but through real scenarios and practical decisions you'll actually face when managing your finances.

Apply for January 2026
Our Method

Built Around What Actually Confuses People

Most investment courses start with compound interest formulas. We start with the questions people actually ask: "Why did my pension lose value?" or "What's the difference between a stock and a fund?"

The programme runs over 12 weeks starting January 2026. Two evening sessions per week, because most participants have day jobs. Sessions last 90 minutes – enough time to dig into concepts without overwhelming anyone.

You'll work through case studies based on situations our team encountered while advising clients. Some are straightforward. Others involve tradeoffs where there isn't one "correct" answer.

Investment literacy learning environment with focused participants

What You'll Cover

Six core modules that build on each other. Each one tackles a different aspect of personal investing.

01

Market Basics

How markets actually function, who the players are, and why prices move the way they do.

02

Risk Assessment

Understanding your own comfort with volatility and matching investments to your situation.

03

Portfolio Construction

Building a mix of assets that makes sense for your timeline and goals.

04

Tax Implications

How investment returns get taxed in Ireland and strategies to manage this legally.

05

Pension Planning

Making sense of pension options and deciding how much you need to contribute.

06

Common Mistakes

Real examples of where people go wrong and how to avoid similar pitfalls.

Who Teaches This

Three advisors who've spent years explaining investment concepts to clients. They know where confusion happens and how to clarify it.

Tomás Fáilte, Senior Investment Advisor

Tomás Fáilte

Senior Investment Advisor

Worked with over 200 clients building portfolios. Specializes in retirement planning and tax-efficient investing.

Siobhán Kerwick, Portfolio Strategist

Siobhán Kerwick

Portfolio Strategist

Focuses on risk management and asset allocation. Helps clients understand volatility without panic.

Ailbhe Dunlea, Market Analyst

Ailbhe Dunlea

Market Analyst

Tracks market trends and explains economic shifts in plain language. Makes macro concepts accessible.