Investor Education Collaborative


The goal of the Investor Education Collaborative is to provide innovative educational resources to investors who seek to make decisions with confidence about their financial affairs. Building on  22 years of experience in providing these resources to members of the Institue of Private Investors, the Investor Educational Collaborative offers the same engaging formats and ubaised investor education direclty to investors.

Ten Principles of Principal guide the curriclum, and educational content responds to each client's needs. Many of the case studies are taught throughout our executive educational programmes at Wharton and Cass Business School.

The Investor Education Collaborative will soon be launching a series of online educational courses covering 4 key investor topics: Selecting an Advisor or Money Manager / Managing Asset Allocation Decisions / Dealing with Family Dynamics / Monitoring Managers.

Each topic will be supported by highly interactive case studies or excercises.  

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