When: October and February
Where: Dublin Business School
Length: 14 weeks part-time
Successful investment is a proven method of building your personal wealth. You do not need to be a financial genius to make successful investments. What you need is common sense, patience, and access to capital – your own savings and/or borrowings.
Programme Aims and Objectives
Students who have completed the course should be able to confidently appraise investments, recognise good investments, quantify and minimise the tax consequences of such investment. They should be able to create accurate cash flow forecasts and which can allow for various interest rate scenarios. They should be able to recognise and avoid scams and frauds.
Programme Structure
The programme is delivered by Alan Moore who is widely known for his regular articles in The Sunday Business Post. Alan brings with him his 32 years experience in taxation, 13 of these with Revenue. He advises high net worth individuals on tax and wealth planning matters – how to ensure that tax is minimised and transactions are structured in a manner that maximises the client’s wealth. He receives and evaluates numerous investment proposals on a daily basis (from start-up companies to mining ventures, property investments, investment in commodities, bonds, and life settlement solutions).
Programme Content
Investment Fundamentals
Income, assets, net worth, what is investment? Value investing, NPV, IRR, Payback, Rule of 72.
How Taxes affect your Wealth
Taxes on income, gains, gifts, estates and wealth.
Components of Investment Return
Cash flow, capital appreciation – strategy, leverage, finance; spreadsheets. Financial risk.
Frauds, Cons and Scams
Types and common features – How to recognise frauds and protect yourself – Principle-based behaviour – Ethics – Ensuring all deals are documented in writing.
Asset Classes
Property, shares, cash, bonds, alternative investments – portfolio theory and asset allocation – does it make sense? – Economic fundamentals: global trends – Brazil, Russia, India, China – emerging markets – trends in science and technology – bioscience – green energy – nonotechnology
Property
Becoming a landlord, property development – some simple rules
Property Valuation
5 bases of valuations; calculations
Private Equity
Cash-flow based share analysis techniques
Cash and Bonds – deposits and interest – Europe and the USA
Commodities; Life Settlement Solutions; Art
Hedge Funds – absolute return
Family Protection
Wealth structures – trusts – Stiftung
Passing Assets
Gift and wills – philanthropy
