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  • Articles
    • Traded options pension
    • Traded Options Strategies
    • Cattles - say no to shabby board proposals
    • Turn pennies into pounds
    • Frank Skinner
    • Learn how to be wealthy
    • A very special forex investment seminar
    • A very special Forex Trading Seminar
    • Clothes more important..
    • House price boost in 2010
    • Investment Updates
      • June 2011 - Baltic Oil Terminals
      • June 2011 - Digital Barriers
      • April 2011 - Enquest
      • April 2011 - HIlton Food Group
      • April 2011 - Walker Greenbank
      • March 2011 - Alliance Pharma
      • March 2011 - Encore Oil
      • March 2011 - Greggs
      • March 2011 - H&T Group
      • March 2011 - IMI
      • March 2011 - Japan
      • February 2011 - Cattles
      • February 2011 - Fidessa Group
      • February 2011 - Petra Diamonds
      • January 2011 - Cattles
      • January 2011 - Davis Service Group
      • January 2011 - Fenner
      • January 2011 - Petra Diamonds
      • December 2010 - HMV
      • November 2010 - Cable & Wireless Worldwide
      • November 2010 - Centamin Egypt
      • November 2010 - Digital Barriers
      • November 2010 - Fenner
      • September 2010 - Cape
      • September 2010 - Centamin Egypt
      • September 2010 - IMD
      • August 2010 - EnQuest
      • August 2010 - Greggs
      • July 2010 - Cable & Wireless
      • July 2010 - Cable & Wireless Worldwide
      • July 2010 - Cattles
      • July 2010 - Cattles
      • June 2010 - Low & Bonar
      • June 2010 - Mattioli Woods
      • June 2010 - Plant Health Care
      • May 2010 - Begbies Traynor
      • May 2010 - Centamin Egypt
      • May 2010 - Faroe Petroleum
      • March 2010 - Balfour Beatty
      • March 2010 - Cape
      • March 2010 - Greggs
      • March 2010 - Interserve
      • March 2010 - Standard Life
      • March 2010 - Vodafone
      • Feb 2010 - Low & Bonar
      • Feb 2010 - Plant Health Care
    • New Year Review 2010
    • Peter Shearlock
      • December 2011 - A decade's growth makes diploma a value star
      • October 2011 - Looking for bargains in previous value selections
      • August 2011 - Tullett overlooked in a consolidating sector
      • June 2011 - Compass to convert cash flow into dividend growth
      • April 2011 - Value at Invensys as sales and profits boom
      • February 2011 - Big yield and new strategy sweeten the pill at GSK
      • December 2010 - New Britain set to exploit palm oil boom
      • October 2010 - Paragon: buy-to-let lender with big asset base
      • Aug 2010 Brazilian growth
      • June 2010 Private equity
      • April 2010 Value Opportunities
      • Feb 2010 Bricks and mortar
      • Dec 2009 Schroders
      • Oct 2009 Value investing
    • Pre Budget November 09
    • Dr Roy Tipping
      • November 2011 - Stopping your losses
      • September 2011 - TMR remains pessimistic
      • July 2011 - Doom and gloom from TMR, but also some profits
      • May 2011 - More aim stocks for tmr portfolio
      • March 2011 - Persimmon added to building selections
      • January 2011 - another good year for tmr
      • November 2010 - keep alert for possible bearish episode
      • September 2010 - Set tight stops to keep the bear at bay
      • July 2010 TMR holds back
      • May 2010 - trouble ahead
      • Mar 2010 - Whipsaws
      • Jan 2010 Investment Trusts
      • Nov 2009 -bulls have arrived
      • Sep 2009 Market Commentary
      • Jun 2009 Market Commentary
      • Nov 2008 Market Commentary
      • Sep 2008 Market Commentary
      • Jul 2008 Bears still in command
      • Apr 2008 Market Commentary
      • Jan 2008 TMR dash for cash
      • Jun 2007 Market Commentary
    • John Snowden
      • December 2011 - Cupid: a global leader in online dating
      • November 2011 - This should be a Man's world
      • October 2011 - This miner is a real gem
      • September 2011 - Trading through the August meltdown
      • August 2011 - Iomart Group - behind every cloud is a silver surfer
      • July 2011 - Weaker Vodafone price could be a good opportunity
      • June 2011 - A return to gold with an egyptian bargain
      • May 2011 - Low-cost cinema is a recession winner
      • April 2011 - A speculation in Russian oil
      • March 2011 - Tesco provides food for my bearish views
      • February 2011 - Bull or Bear for 2011?
      • February 2011 - Famous Fyffes - is it ripe for takeover
      • January 2011 - a vintage year for my selections
      • January 2011 - Walker Greenbank - buy the brand
      • December 2010 - Fresh start for a world leader in telecoms components
      • December 2010 - roman robbery on the way to tuscany
      • November 2010 - HMV Group could enjoy a Santa Claus rally
      • October 2010 - Strong progress from industrial exporter
      • September 2010 - Double dips - a sour taste for markets
      • September 2010, black gold at Catcher and Cladhan.
      • August 2010 - defensive strength
      • July 2010 global telecoms
      • July 2010 In two minds
      • June 2010 Positive ratings
      • May 2010 - North Sea
      • May 2010 - terror defence
      • Apr 2010 - Diamonds
      • Mar 2010 - worse to come
      • Feb 2010 Pharoahs Gold
      • Jan 2010 Modest recovery
      • Dec 2009 Wall of worry
      • Nov 2009 Cost cutting profits
      • June 2009 Premium Bond
      • June 2009 Shares Performance
    • Chris Gilchrist
      • December 2011 - Bets that must pay off
      • November 2011 - Gilts may keep on bubbling
      • October 2011 - How to manage decumulation
      • August 2011 - long-term care: a solution in sight
      • August 2011 - Tricky issues in managing your pension
      • July 2011 - a momentum strategy in funds
      • July 2011 - widening choices for pension funds
      • June 2011 - new issues in pension planning and management
      • May 2011 - gold bull run continues
      • April 2011 - A budget of good and bad loopholes
      • April 2011 - questioning risk capacity
      • March 2011 - bulls and bears fight it out over japan
      • February 2011 - why value strategies need active management
      • December 2010 - small speculations have delivered the goods - but what next?
      • November 2010 - Green dreams offer investment opportunities
      • October 2010 - ETCs - mad, bad and dangerous
      • August 2010 - Rebalance portfolio
      • July 2010 Budget 2010
      • June 2010 Global equity
      • April 2010 - India and Brazil
      • Feb 2010 Buy gold
      • Feb 2010 Out of recession
      • Dec 2009 Scarier world
      • Aug 2009 Tracker funds
      • Jul 2009 Low cost funds
      • Jun 2009 Big profits
      • May 2009 Bleak budget
      • Apr 2009 Asset Allocation
      • Mar 2009 Corporate Bonds
      • Feb 2009 Recovery Prospects
      • Dec 2008 Don't overpay
      • Dec 2008 Too much tinkering
      • Nov 2008 If It Looks Too Good
      • Oct 2008 A Simple Way
      • Sep 2008 SIPP Opportunity
      • Mar 2008 Market Isn't Right
      • Mar 2008 Not Much Relief
      • May 2008 Interest Opportunity
      • Dec 2007 CGT Change
      • Oct 2007 Property Is Mad
  • The Lessons
    • The First Lesson
    • Today's Stockmarket
    • How to pick shares
    • How to build capital
    • Inheritance Tax
    • Investment trusts
    • Beat The Taxman
    • Bull and Bear Markets
    • Tax Efficiency
    • Unit Trusts
    • Investing & The Internet
    • The Value Approach
    • Alternative investments
    • Equity Portfolio
    • Higher risk and rewards
    • How to use traded options
    • Investing in UK Property
    • Life assurance
    • Living and Investing Overseas
    • Other Peoples Money
    • Overseas Investing
    • Pension tax breaks
    • Prosperous Retirement
    • Safe income strategies
    • Takeover bids
    • Technical analysis
    • Investing for maximum income
    • Gilts
    • Ethical Investing
    • Gold And Precious Metals
    • Penny Shares
    • Small Companies
    • Warrants & convertibles
    • Advanced Tax Planning
    • Buying property abroad
    • Art, antiques and collectables
    • Economic Trends
    • Create a Strategy
    • Learn from successful investors

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Learn about Investment. Start Investing Now!

New! Our CGT calculator is available as an excel sheet from our downloads page.

.......Click Here to download.....

Learn to Trade - Investment Seminars from Successful Personal Investing in 2011.

.......Click here for details.....

Successful Personal Investing (SPI) has been teaching people how to make investment choices for themselves for over 20 years. SPI will show you, step by step, how to invest to make money on your own terms, how to find money to invest, how to maximise your investment returns and keep more of it for yourself and not the Taxman, how to minimize your investment risk, and all in your own time. You will learn all of the different investing opportunities, how to compare them, and how to make the right investment choice for you.

Learn how to invest money in shares, invest in the stock market; it is the complete beginners guide to investing.

Successful Personal Investing is sent to you for you to read and digest at home. And it is sent to you on approval, so you get to read before you buy, and you only keep what is suitable for you, and naturally you only pay for what you want to keep.

Successful Personal Investing is continually maintained to be right up to date, so in times of market turbulance you can be sure we are moving with it, unlike those tomes filling the shelves of your local book store.

Successful Personal Investing is supplied without obligation, and you have our guarantee that you will only pay for what you want, and can stop whenever it suits you, no questions asked.

Read our No Nonsense Guarantee here

The stockmarket, bulls and bears, pick shares, how to build capital, beat the tax man, unit trusts, investment trusts, gilts, property, mortgages, Tax, inheritance tax, capital gains tax, income tax, value investing

The “rich man’s” Personality Profile Test

So take this simple test.
Please answer the following questions. Be honest. Don’t try to give the “right” answer...you would just be fooling yourself.

  • First, are you naturally competitive? When you play games, for example, do you play to win, or just to pass the time?
  • Do you feel it is your personal responsibility to take care of your family – financially?
  • Do you have a deep internal desire to become wealthier?
  • Is this desire strong enough that you are willing to devote 15 minutes per day to realise it?
  • Are you capable of managing your financial affairs in a disciplined, organised way?

If you have answered "no" to more than one of these questions, then I thank you for reading this far...but I don’t think there is any point in reading further. Twenty years of experience tell me that this offer will probably not help you.
On the other hand, if you have answered yes to at least 4 of these questions...I do have something very important to tell you:
I believe I can help you become substantially wealthier than you are now.
You have Permission to become a millionaire!
 

European Market News

  • Greek Leaders' Meeting Delayed to Wednesday: Official
  • UBS Profit Misses Forecasts; Bank Warns on Revenue
  • Watchdogs to Drag Shadow Banks Into the Light
  • BP to Keep Dividend Policy If Oil Rises: CEO
  • Standard Life to Vote Against Xstrata-Glencore Merger
  • BP Profit Jumps; Company Boosts Dividend
  • Glencore to Buy Xstrata in $90 Billion Deal
  • ArcelorMittal Sees Pick-Up After Weak End to 2011
more

US Market News

  • House Panel Moves to Fast-Track Keystone Pipeline Plan
  • Four Members Resign From Yahoo Board, Including Chair
  • Disney Earnings Beat Forecast but Revenue Misses
  • Disney Earnings Beat Forecast but Revenue Misses
  • Disney Earnings Beat Forecast but Revenue Misses
  • Four Members Resign From Yahoo Board, Including Chair
  • Four Members Resign From Yahoo Board, Including Chair
  • Consumers Put $19.3 Billion on Credit In December
more

Still Sceptical?

“Isn’t it a bad time to be investing in shares?”
You’ll see for yourself that SPI is about much more than just investing in the stock market. We’ll show you how to withstand stormy conditions, and how to find an opportunity – whatever the market is doing, guided by experts in their fields such as Peter Oppenheimer, Jeff Parr, Brian Tora and Douglas Moffitt.
 
“I like what SPI offers, but I haven’t got a lot of spare time.”
Of course you haven’t. Who has these days? That’s why, right from the beginning, the programme was designed to enable the average person to become financially successful in no more than 2-3 hours per month.
 
“It sounds too good to be true.”
That’s an understandable initial reaction. After all, the results you can achieve with SPI are remarkable. But this is why we don’t ask you to take our word for it. That’s why you can review every single lesson in your home for 10 days. No obligation.
 
“I’m not convinced this course is necessary.”
You’re absolutely right. It’s not; provided you’re already wealthy. For most though, it’s invaluable. It’s about being smarter with what you’ve already got.

 

 

Home › The SPI Course

Frequently Asked of Us

Q1. What is SPI?

A. SPI is a home-study course of 38 investing lessons, covering all areas of Personal Finance and Investment from Unit Trusts and Direct Investment in Shares, to Property, Tax Strategy and Investment in Art, Antiques and Collectibles. Each of the lessons is self - contained but together they make up a complete education in investment and money management. The early lessons are designed to introduce you to simple and practical investment basics. Later on in the course, you’ll learn about sophisticated techniques which many financial professionals know little about.

Q2. How often are they sent out?

A. Two lessons are sent out every 3-4 weeks on 10 days approval.  You can ask us to set this period to suit your own convenience.

Q3. How long to complete the course?

A. The course is very flexible. To some extent you control how long it will take. Two lessons are sent to you every 3-4 weeks, that’s 19 deliveries altogether. Some people take the whole course in a year, spending a couple of hours a week reading it, whilst others go more slowly. A few people go part of the way through, stop for a while and then come back to SPI later when it’s convenient.

Q4. How much does it cost?

A. Each lesson currently costs £14.75 including delivery to your door.

Q5. How do I pay?

A. Every despatch comes with an invoice. You can pay by BACS, cheque, credit or debit card or continuous authority to your  card. The choice is yours. But remember,  you NEVER pay in advance.

Q6. Can I cancel any time?

A. Yes, you can. You are not obliged to complete this course. Just take what suits you best. You may cancel at any time. Just notify us in writing or call the Customer Services Team.

Q7. Can I suspend my account?

A. If you go away on holiday or an extended trip, you can suspend for a month or two. You can either inform us to continue automatically after a given date or we will write to you and ask if you are ready to continue.

Q8. Can you give me any advice?

A. SPI is an educational product, so it is not regulated under the Financial Services Act. Therefore we cannot answer specific investment questions or give personal tax advice. But we are happy to answer any questions relating to material contained in the course as well as the general application of the principles.

Q9. Can I have only lesson 1 free?

A. Unfortunately, we are unable to supply a free copy of the first Lesson only as they are despatched in pairs. However, as you are under no obligation to keep Lesson 2, and still have the opportunity to review it. Why not enrol on the course and see for yourself?

Q10. Can I buy in bulk or individual lesson ?

A. Yes. however, there is no approval facility, and payment would be required in advance. There is a discount for taking the course all at once. Please call our Customer Service Team for more information and a list of the lessons covered in the course.

Q11. Can you send me the list of the titles?

A. Yes we can send a Course Contents leaflet which briefly outlines the 38 lessons covered in the course.

Q12. Can I change the order in which lessons are sent?

A. Yes, we can change the order for you if you want to receive a specific pair of lessons that appear later on the course. Please telephone our Customer Service Team for their assistance.

Q13. If I wish to return one lesson and pay for the other, what do I need to do?

A. Just amend the invoice/statement deducting the returned items off the total and post together to us.

Q14. What should I do if they are not suitable ?

A. The lessons are sent to you on 10 days’ free approval. If they are not relevant to you, just return them to us within the 10 days. Please mark the invoice "Returned", and your account will be credited. 

Q15. Can you send the lessons aboard?

A.The difficulty with sending lessons abroad, is that they are written to apply solely to the investment situation in the UK and may therefore not to be useful to people living in other countries except perhaps for British expatriates. The other factor is the possible delays in delivery which may overlap the payment date. We operate a two despatch credit which means that any delay may create a brought forward balance on your next despatch of lessons. We are able to offer the lessons on a manual basis. There would be no approval and payment would be required in advance. Please call our Customer Service Team for more information.

Q16. Is it expensive compared with the other books?

A. We have looked at the market in alternative products and we find that while some of the information contained in SPI can be gleaned from newspapers and magazines, the information they provide is patchy and nowhere near as comprehensive as we can provide. Books also exist, but they have a number of disadvantages  They are usually confined to one subject, such as unit trusts, whereas we cover the whole range of personal investment. They are not always well written - we edit the work our experts produce in order to give our readers material which is interesting and readable. They tend to be out of date because it takes several months to produce a book and it may have been lying on the bookshop’s shelves for considerably longer, whereas our product is continually updated as you go along. The lessons will have been reviewed within the past three months or so for accuracy. If you were in fact to buy all the books and periodicals required covering the same range as we do, you would in fact have spent far more than the cost of the complete course. Other courses may be more specific, and are very often much more expensive than SPI.

Q17. I have returned 2 despatches but why have I not received any more?

A. Your account has been cancelled automatically because we have received two consecutive despatches. The reason for this is that we must have a pre-determined point at which we interpret returned lessons as an indication that the client is not interested and no longer wishes to continue with the course. (Not everyone notifies us of their wish to cancel.)

Q18. Can you send lessons more slowly because I don’t have time to read?

A. We are able to increase the delivery period up to a maximum of 6 weeks between despatched. Please telephone our Customer Service Team for assistance.

Q19. How can I re-start again at a later date?

A. Please provide details of your Account No. and which lessons you last received and we should be able to continue from where you left off. You may be given a new Account No.

Q20. Can't I find all this on the internet?

A. Yes, You might find something. But can you be sure it's current? There is so much legacy content that you often have to plough through hours of material, and you still might not know that it is correct. SPI is always up to date.

Q21. I saw SPI on Ebay. Is it worth me buying that?

There are a couple of things you might want to consider before you buy a second hand course.

1.      It will be out-of-date. One of the key features of SPI and the reason it is sold in parts is that it is completely up to date when we ship it. I have seen some offered with elements that have not been published for 6 or 7 years.
2.      In buying from an auction, you will be committing to pay for something unseen. SPI is sent out to you for your review, new and up-to-date, before you pay a single penny.
3.      In joining SPI you have the option to pay for only those Lessons in the course that you wish to keep.
4.      IRS keeps the SPI course updated for you, at reduced rates, via the SPI Update Service.
5.      With IRS, there are no Direct Debits, Standing orders or card payments to be made in advance, that can be cancelled after the approval period or trial, or ‘refunded’ within 3 months. That is what Free Trial really means, not hoping that you’ll forget to cancel the mandatory payment, or have to go back and argue about getting a refund because you were one day late.
 
Q22. What about just buying a book instead?
We would never suggest that there was not value in a book. However, it takes a long while to get a book to the bookstore. And you as the purchaser don’t generally know how long has it been there. Many of them, whilst offering useful insight, are out of date before they were even printed.
With SPI on the other hand, each Lesson is printed for you, from the very latest revision.
 
SPI is also written to be clear, concise and jargon free. It is also free of any commercial influence through sponsorship or endorsement. It is completely independent and unbiased.
 
So when you make a comparison, SPI really wins hands down every time.

 

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