Learn How Professional Investors Think
A free investment education programme designed to help individuals make more informed long-term investment decisions.
Created by Shoaib Akhtar, CFA, the programme introduces the principles, frameworks and disciplines used by professional investors.
What you’ll receive:
✓ 8 structured learning modules
✓ Knowledge checks throughout the programme
✓ Final The Literate Investor Essentials Assessment
✓ Certificate of Completion
✓ Self-paced online learning
Who is this Programme for?
The Literate Investor Essentials Programme is suitable for:
- Private investors seeking greater confidence in managing their own investments.
- Students exploring careers in finance, investment management or wealth management.
- Career changers looking to build a solid understanding of investing.
- Financial advisers, paraplanners and support staff seeking broader investment knowledge.
- Early-career investment professionals wishing to strengthen their understanding of portfolio construction and fund selection.
By the end of the programme, you should be able to:
✓ Understand how professional investors think about risk, diversification and asset allocation.
✓ Evaluate funds, ETFs and investment trusts more confidently.
✓ Distinguish between sound investment processes and short-term market noise.
✓ Avoid common behavioural mistakes that can damage long-term outcomes.
✓ Assess investment performance in a more disciplined and informed manner.
✓ Develop a framework for making better long-term investment decisions.
What You’ll Learn
Module 1 – Why Investing Matters
Objectives, inflation, compounding and long-term wealth creation.
Module 2 – Understanding Asset Classes
Cash, bonds, equities and alternatives.
Module 3 – Funds, ETFs & Investment Trusts
Understanding the key investment structures.
Module 4 – Active vs Passive Investing
When active management may add value and when passive may be appropriate.
Module 5 – Risk, Volatility & Diversification
How professional investors think about risk.
Module 6 – Asset Allocation & Portfolio Construction
Building portfolios rather than selecting products.
Module 7 – Measuring Investment Success
Benchmarks, alpha and performance evaluation.
Module 8 – Professional Mindset & Behavioural Finance
The behavioural mistakes that can damage long-term outcomes.
Welcome to The Literate Investor Academy.
