Module 6: Investing Essentials

Wednesday 8th July, 2026

Delivered Virtually, Zoom

Attendee Fees: Non-members: £100 (VAT Exempt), Members: £50 (VAT Exempt)

Time: 14:00 - 15:30

Duration: 1 hours

Module 6: Investing Essentials – Introduction to Investment Options, Risk Management, and Building Wealth Over Time

Start building wealth with confidence. This 90-minute online session introduces the fundamentals of investing, including risk and long-term planning, empowering participants to make informed decisions about growing their money.

This module cover:

A Windfall (CTF)
Three Buckets
How to Choose
Savings
Long term Savings
Tax and Avoidance
What next?

Who is it for? This training is for both individuals who are looking to elevate their money management skills, as well as HR/wellbeing team leaders, who are supporting staff on improving their financial wellbeing.

Benefits: Educates employees on growing their wealth responsibly, ensuring long-term financial stability.

Part of our Money Management Training Series, designed to support financial wellbeing in your workplace and communities.

Pricing and promotion

Member price: £50 | Non-member: £100

BOOK ANY 2 MODULES AND GET THE THIRD FREE (excluding Golden Years Ahead) Use code: MM3FOR2

If you would like to book the full series, please contact the team via training@tisa.uk.com.

Other Modules in the Series

Module 1: Mind over Money: Create a Healthy Relationship with Finances – Thursday 2nd July

Module 2: Payday Principles: Demystifying Salary, Taxes, and Bank Statements for Financial Clarity – Thursday 2nd July

Module 3: Savvy Spending: Unleash Your Spending Power with Smart Money Management – Tuesday 7th July

Module 4: Credit Clarity: Boost Your Score, Navigate Loans, and Build Financial Freedom – Tuesday 7th July

Module 5: Breaking the Chains: Mastering Debt Management, Repayment Strategies, and Financial Liberation – Wednesday 8th July

Module 6: Investing Essentials: Introduction to Investment Options, Risk Management, and Building Wealth Over Time – Wednesday 8th July

Module 7: Smart Living: Maximising Your Money for Mortgages, Rent, Bills, and Insurance Peace of Mind – Tuesday 14th July

Module 8: Golden Years Ahead: Navigating Pensions and Planning for Comfortable Living in Older Age – Tuesday 14th July

Trainer

The session will be delivered by Larry Banda.

Larry has worked with TISA for ten years as a NED, Deputy Chair and is now CEO of TISA Commercial Enterprises. He also chairs Select ID, the Digital ID marketplace, and TURN, a blockchain company. Larry also sits on the Smart Data Council and FCA roundtables on AI. Having chaired the TISA cross-industry working group on personalised guidance for the last four years he is passionate about the potential use of AI to allow consumers to access products and services in addition to how it can transform the businesses he chairs. In previous roles as a Divisional Director of Nationwide he led the branch and advice teams for financial planning and mortgages and led their project team in the FCA Sandbox.