Home / Non-Accredited / Workplace Essentials & Personal Effectiveness / Long-Term Investing and Trading Course (2 days)
Quick Look Course Summary:Long-Term Investing and Trading Course (2 days)
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Length: 2 day(s)
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Price (at your venue): 1 Person R 10,326 EX VAT 3 Person R 7,594 EX VAT 10 Person R 5,537 EX VAT
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Certification Type:Non-Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
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Long-Term Investing and Trading Course (2 days)
Delegates understand how markets and investments work, can build a disciplined long-term investment strategy and can judge the products and advice they are offered.
Many employees make investment decisions with little background – choosing a retirement fund option, opening a tax-free savings account, buying shares through an app or answering a 'guaranteed returns' message on social media. Others need to understand investments for their work in finance, administration, benefits or client service. This long-term investing course explains how investing really works, from the economy to a personal portfolio, in plain language and with no prior knowledge assumed.
Day one covers the foundations: how the economy, inflation and interest rates move asset prices, how the JSE and other stock markets work, the main asset classes and products, and an introduction to valuing a share using earnings, dividends and simple ratios. Day two is about building wealth over time: asset allocation and diversification, portfolio management and rebalancing, the real cost of fees, the difference between long-term investing and short-term trading, and writing your own investment strategy.
The course is educational and does not give financial advice. It uses South African examples throughout – unit trusts, ETFs, retirement annuities and tax-free savings accounts – and shows delegates how to check that a financial services provider is licensed by the FSCA before they hand over any money.
Why this course
For your organisation
- Staff who understand the investment and retirement choices they make
- Better-informed employees in finance, benefits and client-facing roles
- Less exposure to investment scams through basic checking skills
- A practical addition to an employee financial wellness programme
For your delegates
- A clear picture of how markets, shares and funds work
- Basic tools to value a share and compare investments
- An understanding of risk, diversification and the real cost of fees
- A written long-term investment strategy of your own
What delegates will be able to do
- Explain how economic growth, inflation and interest rates affect investments
- Describe how the JSE and other stock markets work and how shares are bought and sold
- Compare the main asset classes: cash, bonds, listed property and equities
- Value a share using basic measures such as earnings, dividend yield and the price-earnings ratio
- Build an asset allocation that matches a goal, time horizon and risk tolerance
- Explain diversification, rebalancing and the effect of fees on long-term returns
- Distinguish long-term investing from short-term trading and speculation
- Recognise the warning signs of investment scams and check a provider's FSCA licence
- Draft a personal long-term investment strategy
Who should attend
Employees with little or no investment background who want to understand how investing works, and staff whose roles touch investments – finance and administration teams, HR and benefits officers, client service staff and new entrants to financial services. It also suits organisations running an employee financial wellness programme.
Course outline
Day 1 – Markets and valuation
How the economy works
- Economic growth, inflation and the business cycle
- Interest rates and the role of the South African Reserve Bank
- The rand, exchange rates and global markets
- How economic news moves asset prices
Stock markets in a modern economy
- What a stock market is for
- The JSE: how shares are listed and traded
- Brokers, investment platforms and trading accounts
- Market indices such as the JSE All Share and Top 40
- Market cycles, volatility and lessons from past crashes
Asset classes and investment products
- Cash, bonds, listed property and equities
- Risk and return
- Unit trusts, ETFs and index funds
- Retirement annuities and tax-free savings accounts in outline
- Investing offshore in outline
Introduction to asset valuation
- Reading the basics of a company's financial results
- Earnings, dividends and dividend yield
- The price-earnings ratio and other simple measures
- Intrinsic value versus market price
- Worked example: valuing a listed company
Day 2 – Building a long-term strategy
Introduction to asset allocation
- Setting goals and time horizons
- Assessing your tolerance for risk
- Diversifying across assets, sectors and countries
- Sample allocations for different life stages
Introduction to portfolio management
- Building and monitoring a portfolio
- Rebalancing: when and how
- The effect of fees, costs and tax on returns
- Investing regularly and rand-cost averaging
- Behavioural traps: fear, greed and following the crowd
Investing versus trading
- Long-term investing compared with short-term trading
- Fundamental and technical analysis in outline
- The risks of gearing (borrowing to invest) and contracts for difference (CFDs)
- Position sizing and stop-losses
- Keeping an investment journal
Protecting yourself
- Spotting investment scams and Ponzi schemes
- Checking a provider's licence with the FSCA
- When to use a qualified financial adviser
- How interest, dividends and capital gains are taxed, in outline
Creating an investment strategy
- Writing a personal investment policy
- Choosing products and platforms
- Setting review dates and rules for yourself
- Personal action plan and close
How it is delivered
Two days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20. Workbook and worked examples included; delegates need a basic calculator. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
“The courses were efficiently scheduled and planned around our timetable. We were impressed by the quality of training with average overall scores of 5 out of 5.”
“We have been very impressed with their service and rollout of the training.”
“We were particularly impressed by the quality of facilitation and the practical relevance of the content presented. The programme was delivered with professionalism, clarity, and a strong emphasis on real-world application”
Frequently asked questions
Can you run this course at our offices?
Yes. Most groups are trained at the client's premises anywhere in South Africa; we can also host it at a BOTI venue or deliver it live online.
How many people can attend?
From one delegate to groups of about 20. The price per delegate drops as the group grows – see the price table, or ask us for a quote.
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance.
Will the course tell us what to invest in?
No. The course is educational and does not give financial advice or recommend specific products. Delegates learn how to evaluate investments for themselves and when to consult a licensed financial adviser.
Do delegates need a finance background?
No. The course starts from the basics. Being comfortable with percentages helps, and the facilitator works through every calculation step by step.
Can you run this course in Johannesburg, Cape Town or Durban?
Yes. We train on site at your offices in Johannesburg, Pretoria, Durban, Cape Town and across South Africa, at a BOTI venue in Johannesburg, or live online so a team spread over several offices can attend together.
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Monday to Friday, 08:00–17:00. After hours, we reply on the next working day – or call 011 882 8853.