Learn about Investment. Start Investing Now!

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

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

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

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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.

Investing Lessons from SPI

Click here for intros as PDFs

Successful Personal Investing – The First Lesson

General introduction: why everyone needs to understand investing if they are to take control of their financial future and security.

Introducing Today’s Stockmarket

How stockmarkets work, including the alternatives to the London Stock Exchange. How to read the financial press and understand the jargon.

Building Capital from Income

How to build up the capital you need in order to become an investor, including basic money management.

How to Pick Shares

How to understand what makes shares worth buying, and some guidelines for identifying the potential winners.

Unit Trusts and the Risk Factor

What a unit trust is and how to choose one from the hundreds available. What it really costs to buy units, and why you might do better buying shares directly. Also what the alternatives are such as Exchange Traded Funds and how they may be cheaper.

The Bulls, the Bears – and You

How stockmarket cycles are the key to making money, and how to stay sane when the markets roller coaster. Plus how some simple maths will help you control your own financial position and understand company results.

Diversification through Investment Trusts

What investment trusts are and how they differ from unit trusts. And why they are riskier.

Risk Allocation and your “Ideal” Equity Portfolio

The trade-off between risk and reward, and how to choose the balance which is right for you.

Planning for a Prosperous Retirement

How the State schemes work and why they won’t be enough. How the seven major tax breaks for private pensions make them one of the most powerful routes to building wealth.

Yes, You Can Beat the Taxman

How the tax system works, and how working the system is the easiest way to “earn” extra income.

Investing for Maximum Income

Why going for the highest income will often leave you poorer. The role of ISAs, gilts, debentures, and National Savings & Investments. And how to pick your way through this confusing array of choices.

Tax-Efficient Investing

Individual Savings Accounts – how they work, the wide range of schemes, their costs and benefits and their value as a long-term tax break. Plus other tax-efficient schemes such as Enterprise Investment Schemes and Venture Capital Trusts.

How to Profit from Takeover Bids, Rights and New Issues

How takeovers are potentially one of your best opportunities to make extraordinary profits. Some tips on spotting takeover targets in advance. And how to evaluate and invest in new share launches.

The “Value” Approach

An introduction to the theories behind one widely followed method of share analysis. How to interpret company financial statements. How to use this information to pick shares with superior potential for growth.

Investing in UK Property

Your home as a major tax-free asset. Why property prices move in fits and starts. The different sorts of mortgage and how to choose the best one for you. Whether to use the wealth you build in your house to invest in other properties to let.

How to Use Technical Analysis

The other theoretical school of share analysis – how charts of the past may help you spot the winners of the future.

How to Play the Gilt Market

What gilts are. And why more people would own them if they understood them.

Investing and the Internet

How the internet has transformed investing. A guide to how to get the information online and how to make the web work for you. And whether it can ever be right to invest in internet stocks again after the dotcom boom and bust.

Investing with Other People’s Money

Find out why and when to use other people’s money to multiply the profits from your investments.

How to Profit from Investing Overseas

The investment opportunities and tax breaks available abroad. And how unpredictable currency movements can magnify or wipe out your gains.

Keeping it in the Family – Inheritance Tax and Trusts

How inheritance tax works. The legal ways to avoid the tax the experts call a voluntary one.

Investing in Gold and Precious Metals

Why investing in gold, silver, platinum and palladium can make money when other investments are falling. And how to do it.

How to Understand Economic Trends

How to understand the economic trends you need to watch as an investor and the jargon that goes with it.

Advanced Tax Planning for the Investor

More on making the tax system help you as much as it can. How to stop capital gains tax taking away too much of your profits.

Life Assurance as Part of Your Total Plan

Why everyone should look at life assurance to protect their dependants. And how it can be a powerful tax-planning tool as well.

Higher Risk and Reward with Futures

How futures and commodities markets can limit your risk, insure against losses – or dramatically increase your risks and rewards.

Investing in Small Companies

Why size often isn’t best.

Profitable Alternative Investments

How to combine pleasure with profit – choices include racehorses, the theatre and woodlands.

Advanced Pension Planning

More on how to take full advantage of the pension tax breaks which are designed to help you save, but also let you build your personal on-shore tax haven, and your choices in retirement. And how the recent overhaul of the pension system affects you.

Investing in Penny Shares

What penny shares are, how to trade in them, but why a low priced share may be the most expensive one you will ever buy.

Profiting from Warrants and Convertibles

How to find some gems among some of the best-kept secrets on the stockmarket.

How to Buy Property in Europe

How buying abroad is different from buying at home – the main guidelines, and the main pitfalls.

Investing in Art, Antiques and Other Collectables

More on combining profit with pleasure, including vital tricks of the trade for buying and selling at auctions.

Successful Investing Strategies

What you can learn from how many of the great investors of the past amassed their huge fortunes. How to adapt the rules they followed to suit your circumstances and devise your own successful investing strategy.

“Green” Investing – Does It Pay Off?

“Ethical” investing defined and its results compared with the “Sin Index” – investing in all the non-PC businesses you can think of.

High Gearing through Traded Options

What traded options are and how to use them – either to reduce your risk, or to speculate. Some of the strategies of the professionals and how they can enhance your chances of success.

Living and Investing Overseas – How to Get the Best Tax Breaks

What you need to know if you plan to leave the UK permanently or temporarily and why globetrotters need to know the difference between domicile and residence.

Your Own Strategic Plan

How to combine what you’ve learned in SPI to plan your personal investing strategy, according to your risk preferences, to achieve the right balance and flexibility. How to make sure you monitor and review your investments regularly, with built-in action points and dates.

Safe Income Strategies with Traded Options

How to use traded options to make money without risking your capital. Learn how your shares can make money for you by earning additional "rent" using new trading and charting programmes.