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Investor Basics Workshops

Learn about investing in one of our Investor Basics workshops, are held over one or two sessions (lunchtime or evenings). Each workshop is approximately 1 1/2 hours. The free workshops are small, interactive and have been designed to promote discussion. For this reason, numbers have been limited to 10-12 attendees per workshop series.

Our workshops will cover:

  • The fundamentals of investing – why, how and where to invest
  • Key investment principles – what you need to consider when you invest
  • How to build your own personal investment portfolio

We aim to provide you with enough information to help you establish your investment goals and develop a sound understanding of investing so you feel more confident when talking with your Investment Adviser about personal investment plan and investment decisions. In each workshop you will be provided with handouts to take home and read in your own time.

Can't find a workshop in your region?

Our workshops are scheduled on an on-demand basis in different locations around New Zealand. Register now to be kept informed of upcoming workshops in your region.

When Location Details

29 May 2017
5:30pm - 7:00pm

Christchurch
Level 3, Craigs Investment Partners House
76 Victoria Street
Christchurch
Craigs Investment Partners invites you to our upcoming Investor Basics Workshop
more
Register

Description

Our Investor Basics Workshops are designed to help those people interested in learning the fundamentals of investing. We aim to help you be more confident in setting goals, talking to your Investment Adviser and developing an investment portfolio.

The workshop will cover:

  • The fundamentals of investing – why, how and where to invest
  • Key investment principles – what you need to consider when you invest, and
  • How to build your own personal investment portfolio

Investor basics workshop advisers

Disclosure Statement [pdf]

Ian Watson joined Craigs Investment Partners in 2014. He has over 25 years’ experience in the financial services industry in both New Zealand and the United Kingdom.

Ian previously worked as an Investment Adviser at Murray & Co. Wealth Management and Macquarie Private Wealth and as a Financial Planner at Spicers Portfolio Management.

Outside of work Ian enjoys spending time with family, which mostly involves taxi driving 3 teenage daughters to their various activities. Water sports are popular plus a few days skiing in the winter if there is plenty of snow.

Ian holds the following qualifications:

  • Bachelor of Agricultural Science, Lincoln University (1986)
  • GDip Business Studies (Financial Planning) CFP, Massey University (2002)
  • Certificate of Authorisation AFA (2011)

He is a member of or accredited with the following organisations:

  • NZX Associate Adviser

8 June 2017
12:30pm - 1:30pm

Wellington
Craigs Investment Partners
Level 11, 36 Customhouse Quay
Wellington
Craigs Investment Partners invites you to our upcoming Investor Basics Workshop
more
Register

Description

Our Investor Basics Workshops are designed to help those people interested in learning the fundamentals of investing. We aim to help you be more confident in setting goals, talking to your Investment Adviser and developing an investment portfolio.

The workshop will cover:

  • The fundamentals of investing – why, how and where to invest
  • Key investment principles – what you need to consider when you invest, and
  • How to build your own personal investment portfolio

Investor basics workshop advisers

Disclosure Statement [pdf]

Karl Williscroft joined Craigs Investment Partners in July 2016.

Prior to this Karl worked in London for Bank of New York and JP Morgan Chase before commencing a 12 year career at ANZ Bank which culminated in the position of Senior Dealer at ANZ Securities focussing on institutional equities.

Karl has a deep understanding of financial markets and enjoys helping clients realise their wealth potential and navigate the challenges and opportunities that constantly arise.

Previously he represented New Zealand in road cycling and now outside of work enjoys mountain biking and spending time with his three sons.

Karl holds the following qualifications:

  • Diploma in Technical Analysis, Society of Technical Analysts (2012)
  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • Member of Society of Technical Analysts of New Zealand
  • Member of Australian Technical Analysts Association

 

To be confirmed

Your nearest branch

Upcoming Workshops
If you can not find a time or location that suits you, please register your interest here.

more
Register

Description

The workshops will cover:

  • The fundamentals of investing - why, how and where to invest
  • Key investment principles - what you need to consider when you invest, and
  • How to build your own personal investment portfolio

A local adviser will run the workshop. 

Investor basics workshop advisers