rplan University


rplan.co.uk will soon stop servicing retail investors; please read our service announcement.

Join our 8 Week Course

  • New to investing? Or lack the confidence or knowledge to take your investment decisions yourself? We're here to help you with our video guide!

  • We are taking to the whiteboard to break investment basics down to help you make the right investment decisions
  • Sign up to view the weekly videos- short, jargon-free and easy to understand - rplan's free online course on investing.

Sign up for the Course
or view the videos if you are already registered

Please remember that the value of investments may go down as well as up, and that you may not get back your original investment.

Introduction - Week 1

Course Contents


Weeks 1-2

The benefits and disadvantages of investing, and the different accounts and products available (ISAs, Funds, ETFs, shares, bonds etc.)


Weeks 3-5
Risk, Performance, and Cost

How to measure risk and performance, what your investments are costing you, and how to reduce that cost.


Weeks 6-7
Goals & Asset Allocation

How to set your investment goals, construct a portfolio using asset allocation, and the importance of diversification.


Week 8
Creating & Managing a Portfolio

A few things to look out for when picking a fund, and a rules of thumb for creating and managing your portfolio.