Cutting Out the Middleman: The DIY Advantage

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Pensions & Retirement: Critical Mistakes to Avoid Part 1

Free Portfolio Review
Great Investments Programme: A Radical Philosophy of Compounding
The Great Investments Programme vs Traditional Fund Management
The Simple Investing Decisions Flowchart (6:06)
"I Just Can't Pull the Trigger"
DIY Pension Review Checklist: What to Ask Your IFA
Why 1% IFA Fees Are Really 20%
Common Pension & Investing Mistakes (Guide)
Pension Health Check: Action Required
Guided Stock Selection: Step by Step
Q&A: Stock Selection, Long-Term Picks & Recession-Proof Stocks (14:46)
The Real Cost of Poor Fund Management (2:05)
Why Your Pension Returned Nothing - And What to Do
When Wealth Managers Get It Wrong (7:44)
What a Good Pension Portfolio Looks Like (22:04)
Section summary
15 Essential Finance Concepts You Must Know (In Simple Terms)

Pensions & Retirement: Critical Mistakes to Avoid Part 2

Quiz: Why Most Investors Underperform
The Gambling Instinct in Investing (7:29)
Rethinking Pensions: Great Investment Programme
Where The World's $261 Trillion Is Actually Invested
5 Market Realities Every Investor Must Know
Why The First $100k Is The Hardest Money You'll Ever Make
Pensions Made Simple: What Most People Get Wrong
From Commission To Cognition
The Pension Revolution
The Hidden Pension Cost
The Compounding Trap: Where Returns Go to Die
How Much Capital for £12k Monthly Retirement Income?

Pensions & Retirement: Critical Mistakes to Avoid Part 3

Why Combining Volatile Assets Creates Smoother Returns
Why Does the S&P500 Matter to the UK?
Rethinking Investing: Prioritise Your Goals Not the Market
Understanding Pension Returns: Surprising Insights from Amazon and nVidia (5:02)
Is Market Timing Dead?
Pension Reality Check: Are You Actually on Track?
The Pension Wake-Up Call
What Global Brands Teach Pension Investors
Pension Dossier
Why Your Funds May Be Working Against You (2023 Case Study) (3:07)
A Quick Favour (Review & Feedback)
Pension Benchmarks: How Much by Age 60?
Section summary

START HERE: Welcome & 2026 Market Outlook

Welcome: How to Use This Programme
Wall Street Consensus: 2026 Forecasts
Bear Market or Correction? Why Neither Should Worry You
The 2026 Playbook for Investing Success
AI in Investing: The 2026 Landscape
ISA & Pension Options: Your 2026 Guide
Free Resources & Tools Library
Weekly Market Updates
Understanding Corrections & Bear Markets
Target Returns: What to Expect
Time-Efficient Portfolio Management
Why IFAs and Big Funds Keep Disappointing Investors
Key Lessons from Warren Buffett
Pension & Investment Growth Calculator
Psychological Challenges in Investing
AI Gold Rush or Dot-Com Redux?
ISA Rule Changes: What Happens on 6 April
The New ISA Playbook for 2026
2026 Global Markets Landscape
Section summary

Free Pension Calculators & Planning Tools

Safe Withdrawal Rate Calculator
Pension Stress Test: Will Your Portfolio Last?
Retirement Pot Projection Calculator
Why Growth Beats Savings

Course Overview: What You'll Learn & How It Works

What Makes a Share Move? (15:09)
Your Path to a Million: How the Mentoring Works (13:19)
Investing Strategies - Essentials (79:29)
Why Fund Managers Are Easy to Beat
The Motivation Edge: Why Dissatisfaction Drives Returns
How to Build a Million-Pound Portfolio (For You or Your Children) (6:00)
Your Key Investing Questions Answered (56:21)
Plan, Process, Perform (5:03)
The Right Tools for Effective Investment Decisions (4:14)
Contact Details
Section summary

Module 1: Investing Foundations — Getting Started

Welcome From Your Instructor (3:07)
Studies of Investment Approaches and Characteristics Associated with Exceptional Returns
Introduction to Stock Exchanges (6:29)
Introduction to Stocks (6:48)
Stock Market Index (10:39)
Trading & Investing (9:52)
Hedge Fund Careers: An Overview
Invest or Trade? Why Not Both?
Compounding (7:25)

Module 1B: Lessons from the World's Greatest Investors

What Would Warren Buffett Advise?
A Leading Hedge Fund Manager's View on How to Think About Investing
CNBC Interview: Warren Buffett on Berkshire Hathaway (120:57)
Watch CNBC's Full Interview With Warren Buffet, Charlie Munger and Bill Gates (126:06)
Warren Buffet, Berkshire Hathaway Chairman and CEO Talks Coronavirus and the US (48:58)
Warren Buffet On Why He'll Never Sell a Share of Coke Stock (6:51)
Warren Buffett: Don't Sleepwalk Through Life (3:22)
Inside Warren Buffett's Office (2:26)
Greatest Investors of All Time and How They Did It
Ed Thorp Talks Roulette and Financial Market Investment Talks at Winton (4:55)
Iconic investor Warren Buffet Lays Out the History of the US Economy (56:00)
The Mathematician Who Cracked Wall Street Jim Simons (23:07)
The Scientific Method and Investment Management (12:47)
Warren Buffet Just Looking At The Price Is Not Investing (13:05)
What The Legacy of Jim Simons Can Teach Investors About Markets (7:39)

Module 2: Picking Stocks — Fundamental Analysis

Valuing a Company Online In Simple Quick Easy Steps: Apple Example (13:14)
Financial Strength Analysis: Apple Case Study (6:03)
Finding Dividend Stocks: Microsoft Case Study (4:59)
Competitive Analysis: Apple Case Study (8:04)
5 Essential Ratios of Stock Picking
Measuring Companies: Financial Ratios 1 (7:28)
Evaluating Stocks Through Ratios (5:12)
Finding Undervalued Growth Stocks in 3 Minutes - The Terra Example (2:48)
Spotting Overvalued Stocks: Meta (Facebook) Case Study (3:31)
Finding Undervalued Growth Stocks Using Screeners Free Online (14:27)
Investing Online Through Themes (11:25)
Investing Online In Global Shares (4:46)
Why Most People Fail at Online Trading
Profiting From Market Falls (2:10)
Missing the Best Market Days (3:53)
Penny Shares: Opportunity or Trap? (1:48)

Module 2B: Cracking Stock Price Forecasting

Forecasting Share Prices With The Ever Popular PE Ratio (3:05)
Forecasting Based On Stock Strategies I (Intermediate Level) (2:21)
Forecasting Based on Stock Strategies II (Intermediate Level) (2:26)
Financial Ratios For Predicting Share Prices (Intermediate) (4:04)

Module 2C: Technical Analysis & Chart Reading

Charting For Forecasting (2:26)
Forecasting Using Chart Patterns (3:08)
Charting Made Easy
How I Use MACD and Momentum Indicators (12:23)

Module 3: Core Investment Tools & Frameworks

Tools Overview: How to Use This Section
VGI: Value Growth Income (5:20)
CROCI & Altman: The Goldman Sachs Wealth Management Tool
Discounted Cash Flow Valuations Explained (Part 1) (4:36)
Goldman Sachs CEO: Insights on Financial Education (8:01)

Module 3B: Investment Strategies in Practice

Strategy 2: Leverage Big on Low Risk: Low to Medium Risk
Strategy 4A: What Banks Telling Richest Clients - Medium Risk
Strategy 4B: What Do Big Banks Tell Their Clients - Low to Medium Risk
Strategy 5: Cash Flow Is King - Medium to Higher Risk
Strategy 6: High-Risk, High-Return Opportunities
Global Companies Like Alibaba and How to Access Safely
Why You Should Not Trade Your Long-Term Holdings (2:06)
Falling Markets: Lessons from 2022

Module 4: Portfolio Building — Diversification

Should You Just Give Your Money To A Professional Fund Manager? (5:31)
What is Diversification and how do I do it cheaply? (7:10)
How Many Shares Should You Own? (3:49)
Balancing Return, Risk and Time (4:46)
Clever Money Asset Allocates (3:17)
Conservative to Aggressive Portfolio Mixes (1:24)
Cycle of Market Emotions and Asset Allocation (1:16)

Module 4B: Portfolio Building — ETFs & Funds

ETFs: The Key to Beating Fund Managers (16:39)
Exchange Traded Funds - An Introduction (21:31)
Buying a Bundle of Stocks in One Click - Why It Makes Sense
Investing in Exciting Regions and Sectors Through One Product - ETFs (15:27)
Essential Facts & Dangers of Investing with Professional Fund Managers (3:02)

Module 4C: Why DIY Investing Beats Managed Funds

Cutting Out the Middleman: The DIY Advantage
Nobel Prize Evidence: Why DIY Beats Vanguard & Co.
Retail Fund Manager Performance
Conflicts of Interest in Financial Advice Impacting Investor Returns
Why GIP Outperforms Fund Managers

Module 5: Investor Psychology & Common Errors

Selling Decisions: Logic vs Emotion
What To Do When Stock Prices Fall
Bond Funds vs Fixed-Rate Deposits: Which Wins?
The Rules That Matter When Markets Fall
When Smart Investors Outgrow Their Fund Managers
The Sovereign Investor
Growth Fund Deception
Why Investors Forgive Famous Failures
Wealth Management Trap Exposed
The Real Risk Isn't The Market. It's Your Impatience (1:57)

Module 5C: Mindset & Motivation

Let's Make Finance More Accessible
Billionaire Time Management Rules
My BBC Pitch to Richard Branson (300M Viewers)
Rejection is Better than Promotion

Module 5D: The Nobel Prize-Winning Research Behind This Approach

Introduction
Making Decisions under Uncertainty
Judgement Under Uncertainty
Choices, Values, and Frames
Loss Aversion and Investing
Timid Choices and Bold Forecasts: A Perspective on Risk Taking
Would Being Richer Make You Happier?

Module 7: Track Record & Performance Results (2023-2025)

2025 Returns: Year to Date
Annual Performance Review
Key Risks Every Investor Must Understand (3:12)
2024 Performance Review (4:40)
Why Fund Managers Can't Replicate This Approach
The Systematic Wealth Blueprint

Module 7B: Fund Reviews — Famous Pension Funds Under the Microscope

An Analysis of Fundsmith
A Look at BlackRock Balanced Growth Fund
St James's Place
Why Funds Underperform Due to Overdiversification
Vanguard LifeStrategy and Fundsmith Underperformance
Scottish Widows Pension Portfolio
St. James's Place Strategic Managed Pension Fund
L&G PMC Target Date Funds
HSBC Global Developed Index Fund 3
Templeton Misses by a Mile
Pension Trap: Scottish Widows Fund
How Columbia Threadneedle Shows the Limits of Traditional Multi-Asset Investing

Module 7C: What Has Worked in Investing — Research & Evidence

Research Report: Proven Investment Approaches (60 Pages)
What If Your Stock Drops? (15:07)
Warren Buffett Guide to Investing

Module 7D: Institutional Research — What Banks Tell Their Biggest Clients

UBS: Bear market guidebook How to manage risk and harness opportunity in a market downturn
Excellent Research: The Anatomy of a Recession: What to Look For and Where We’re Headed
Goldman Sachs: Profile of a Bear Market & What's Likely to Happen
T. Rowe Price: Research for Top-Tier Clients

Module 8: AI & Investing — Tools, Trends & the Future

Try Our AI Investment Analysis Tool
How Would AI Pick Stocks If You Asked It To Be Warren Buffet, Nobel Prize Winner Eugene Fama ...
How I Changed/Enhanced My Approach from 2024 Onwards
Financial Times: Alpesh Patel on the Future of Private Investing
AI's Inflection Point: From Hype To Hard Numbers

Module 8B: Essential Video Insights — 2026

Must-Watch: Pensions, AI, and Market Insights (60:07)
Webinars vs Wealth Managers: Who Delivers Better Results?
FTSE vs S&P: What the Data Really Says About Long-Term Investing
The Rise of the UK SIPP Market
Three Years of Double-Digit Gains: The Evidence
Stop Sabotaging Your Pension: The 4 SIPP Mistakes No One Talks About
Low-Risk UK Fixed Income Options

Module 8C: Geopolitics — Middle East & Markets (2026)

Middle East Conflict: What Investors Need to Know (11:47)

Module 9: Choosing a Broker & Opening Your Account

A Step by Step Guide To Opening a US Online Trading Account (2:15)
How To Open An Online Trading Account - UK (5:12)

Module 9B: Trading For a Living

Should You Just Use a Stock Market Newsletter?

Module 10: Mentorship — Learn Directly from Alpesh Patel

Meet Your Mentor: BBC, CNBC, Bloomberg, Sky (17:30)
Your Guided Path to Success

Bonus: Stock Market Guides & Handbooks

Simple Guide To The Stock Market
The Godfather's Guide to Exchange Traded Funds
Indiana Jones's Guide to Risk and Return
Working Girl's Guide to Financial Literacy
Financial Modelling Guidebook

Bonus Book: Investing Unplugged by Alpesh Patel

Download: Investing Unplugged (Full Book)
We Asked ChatGPT AI to Pick Some Good Stocks: Results Here (May 2023)
My Return Goals (3:43)
Making a Million in the Portfolio (1:48)
The Essential Simplest Guide to Buying Stocks: Slides
How to Get Started in Investing: A Beginners Guide
The Essential Simplest Guide to Buying Stocks: Video (32:54)
When Will There Be a Stock Market Crash? When Will History Repeat Itself? (25:44)
A Message from Oxford University (1:08)
What Goldman Sachs Tell Their Richest Clients (1:53)
What's in the Portfolios of the Billionaires? (1:15)
You Can Beat the Professional Fund Managers (1:33)
The Investing Insights and Their Source (2:10)
PurePerformance(TM) in Action (0:48)
PurePerformance(TM) Investment Strategy (2:03)
The Simple Investment Process Outline (2:41)
100 Essential Questions to Ask Before Investing in a Stock: A Comprehensive Guide: Warren Buffett, Charlie Munger, Peter Lynch, Benjamin Graham
The Most Important Financial Ratios According to Buffett, Munger, Lynch & Graham and Why + What to Look For
Podcast: How To Invest

Bonus Book: The Internet Trading Course (FT-Published)

Download: The Internet Trading Course

Bonus Book: Smarter Investment

The Book

Bonus Book: Ray Dalio's Principles

Ray Dalio: Principles of Success

Bonus: Essential Reading for Aspiring Investment Managers

Security Analysis - By the Guy who Taught Warren Buffett (Full Book)
Investment Strategies (Full Book) Download
Portfolio Construction, Management and Protection
Portfolio Optimisation

Bonus: Recommended Reading — Asset Management Essentials

The New Buffettology
The Amazing Importance of Behavioural Investing (Full Book)
The Intelligent Investor (Full Book) DOWNLOAD HERE
Behavioural Economics
Smart Thinking
Zero to One
The Black Swan: Impact of the Improbable (New York Times Bestseller)

Advanced: Investing Concepts Deep Dive

Compounding - The 8th Wonder of the World (7:24)
Performance Measurement
What Has Worked Well in Stock Picking
Using Cash Flow To Decide To Buy (3:33)
Asset Allocation - an Overview (6:09)
Charting From A to Z - with Steve Achelis
What Is Quantitative Easing?
What Causes Flash Crashes?
7 Chart Patterns That Consistently Make Money
Alpesh Patel Credentials (1:38)
Conclusion & Thank You (2:54)
Learn to Read a Balance Sheet, P&L, Cash Flow Statement
How Professionals Calculate Performance
How Frequently Do Crashes Happen? (7:52)

Advanced: Fund Management Career — Full Course Materials

CFA Exam Prep Books for Investment Managers and Bankers (Full Book)
What Budding Investment Managers Read (Full Course Book)
Guide to Options
Guide to Hedge Funds
Theory & Practice of Investments Management
Hedge Fund Strategies
My Best Advice on a Career in Finance
Hedge Fund Insights in Performance
CFA: Portfolio Management
Economics for Investment
Private Equity - An Exercise on What We Do
Morgan Stanley on Discount Cash Flow
UBS on Valuations
Finance Cheat Sheet
UBS on Discount Cash Flow
26 PitchDecks of Companies Raising Millions

Advanced: Careers in Fund Management & Hedge Funds

Hedge Fund Strategies
Hedge Fund Books
The Hedge Fund Interview
Hedge Fund Jobs
Hedge Fund Resume/CV
Real Hedge Fund Case Study - Pitch
Top Quant Hedge Funds
Investment Banking Resume
Investment Banking Job Interview
Investment Banking: Morgan Stanley's Guide to Cost of Capital

Advanced: Work Experience & Virtual Internships

For Those Wanting Work Experience
Gain Virtual Internship at Citibank, KPMG, Goldman Sachs, JP Morgan
What to Put On Your CV on Completion of the Internship
50 Top Business Schools

Cutting Out the Middleman: The DIY Advantage

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