Back to School Week: Investment Education

SPECIAL REPORT: All this week we are running Morningstar's guide to financial education, taking you back to school to improve your investing intelligence

Emma Wall 4 September, 2017 | 9:47AM
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Nine million students go back to school in the UK this week, after a long – and for many parents – exhausting summer holiday. The first few weeks of autumn term are often spent revising rather than learning anything new – struggling to remember times tables, capital cities and important dates. 

While many of us are lucky not to have been tasked with homework or exams for years, how do you think you would fare in a snap test of your financial knowledge? Can you explain a popular stock valuation metric? Or what makes a bear market? Three frontier markets? Or even how a fund works?

The complexity of stock markets can put off new investors, but armed with a bit of know-how, a sensible head and a long-term horizon just about anyone can make a profit. This week, is going back to school; treat it as a crash course for new investors, or a refresher for seasoned pros

Read on for fund updates and stock ideas alongside details on how to make the most of your pension both saving for and in retirement.

Monday: First Steps

New to investing? This is why you can’t afford to miss out

Why You Can't Afford Not to Invest

How to Invest in Your 20s and 30s

Checklist for New Investors

How to Start Investing for the First Time

Saving Now is the First Step to Investment Success

What is an ISA?

Tuesday: Asset Allocation

What is a stock? What is a bond?

Investing in Stocks

What is a Stock?

What is a Bond?

How to Blend Assets for Portfolio Success

How to Build an Income-Paying Investment Portfolio

Wednesday: Fund Investing Made Easy

Active vs Passive, fees and charges and identifying the best funds

What is a Fund?

What is the Difference Between an ETF and a Tracker?

5 Top Performing Gold Rated Funds

How Many Funds Should You Invest in?

Why are Investors Failing to Benefit from Fund Returns?

Why a Gold Fund Rating Does Not Necessarily Mean a Buy

Thursday: Retirement

How to secure a generous pension

What is a Pension?

How to Save for Retirement

How to Invest Post Retirement

Should You Hold Cash in Your Post-Retirement Portfolio?

How to Master Portfolio Diversification in Retirement

Friday: Decoding the Investment Jargon

Regulation, the City and the investment industry

What Does MiFID II Mean for You?

Who is Looking Out for Investors' Interests?

Morningstar's Adviser Centre

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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About Author

Emma Wall  is former Senior International Editor for Morningstar

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