About


Do you feel the world of finance is a closed door and yet you want to invest in your financial future?

  • Would you like the ability to interact with the world of finance?  
  • Are you looking to understand the building blocks of investing and do you know what the different investable asset classes are?
  • Would you like to know what questions to ask a financial advisor and what to look out for?
  • Would you like to be able to read financial reports with ease and understand financial metrics? 

This course answers all these questions and more.

 

Sarah lavers with salsa the dog

Common financial myths

Myth 1: You have to be numerate. 

No you absolutely do not need to be numerate.  I was not numerate when I started in finance, but it was no impediment to a successful career in finance.  All you need is to understand some of the key principles that underpin how money flows.     

Myth 2: Investing is very high risk.

It is normal to fear losing money but avoiding investing altogether means inflation could erode the value of your cash.  There are a few rules of engagement and once they become clear, investing can help you attain a more financially secure long term future.  

Myth 3: You need to be an expert. 

No one has a crystal ball but the key to making money work for you is to be able to ask the right questions engage with the world of finance. 

Myth 4: Your individual financial impact is limited. 

Most of us have a financial voice as consumers but we also have a financial voice if we have savings; be it an ISA, a pension or we are in the workforce via the mandatory pension auto enrolment scheme- find and express your financial voice.

By the end of the course you will have mastered the essential skills to breakdown common financial myths.

 

Qualifications

Sarah spent the last 25 years in financial markets starting at Swiss Bank Corporation, becoming Head of Research at Schroder Securities, then founding Partner of LatInvest a specialist emerging market house, co- managing a European Long/Short Equity Fund at NewSmith as well as a Global Portfolio Manager at Trinity Street Asset Management before becoming an advisor on sustainable investing in the last few years. 

Sarah combines a strong finance professional background with a Bachelor's Degree in Law from University of Cambridge and CFA certification in ESG investing.

 Website and Photography by Alresford Studios.