2015 Delegate Area
Day Six Documents
Albion Documents
Click to view or download
Albion Insight 27 – Balancing your values with practical reality
Albion Insight 33 – Systematic Investing
Extract from Investment Process Manual (IPM) – “Systematic, low-cost investing”
Spider’s Web and Criteria Guidelines
FP Advance – Investments, Yim's Presentation
Fact Sheets
Recommended Reading
Smarter Investing
by Tim Hale
Winning The Loser’s Game
by Charles Ellis
The Black Swan
by Nicholas Taleb
The Battle For The Soul of Capitalism
by Nicholas Taleb
Videos & Audio
Module 9- Getting Your Investment Proposition Right
Coaching Days
Our coaching days for the 2015 delegate group take place on the following dates:
15 March 2017
14 June 2017
13 September 2017
13 December 2017
14 March 2018
The workshops take place at:
Hallam Conference Centre,
44 Hallam St, London
W1W 6JJ
The nearest Tube is Great Portland St, although it’s only a short walk from Euston Station too. Coffee will be served from 9:15am for a prompt 10:00am start. We will work through until 5pm, with a break for lunch (that will be provided).
Access To Brett
Remember, you get direct access to me at all times throughout your course membership, so don't let an issue keep you from moving forward.
You have my mobile phone number and email address for whenever you need to get in touch. In most cases I'll be back to you on the same day.
If an issue is urgent, please just call. If you want to discuss a range of smaller issues, feel free to batch them and contact my PA Emma to schedule a longer call where we can deal with everything in one go. You can decide which approach suits you best.
Join the Group
Click the button on the left to visit the 2015 private delegate Facebook Group.
Stuck?
If you have any difficulty then fill in the form below to contact, the FP Advance support team and someone will be in touch with you pronto.
Part 1- Building a Robust and Practical Investment Process
Part 2- Building and Maintaining Great Portfolios
Part 3- Continuing to Make Great Decisions