Irish Funds Financial Literacy TY Programme Update: Portfolio Growth and New Starts

From 19 February we have delivered the TY Programme to an additional 60 students. We completed the final module in Loreto Balbriggan, started module two in St.Mary’s Edenderry and started the Programme in Colaiste Na Reachrannn, Donaghmede.

Loreto Balbriggan

Fiona DeBurca (PWC) joined Eibhlin Johnston (Lead Facilitator) for the final module in Balbriggan (pictured above). The students relayed some of their relevant work experience that they completed before the mid-term with one of the students describing their experience in an asset manager.  We discussed the day-to-day parties to the Investment Fund, rules, regulations, and digital assets. The students reviewed their live FT portfolios they launched in November and one girl's portfolio had increased by 12%! We are delighted to be invited back for next year.

St. Mary’s Edenderry

Brendan McGrath (Waystone), returned as Industry Lead for the second module in St. Mary’s Edenderry and ran a highly interactive session. Our inquisitive students saw increases in their FT portfolios of up to 10% in one month. They were hugely excited to learn about the movement of the portfolios and discuss the reasons for the changes in the portfolios. We were also able to cover some of the key roles and responsibilities of parties in investment funds; Transfer Agent, Depositary, Administrator and Professional Advisers to show them the diversity of careers available in the financial services industry.

GC na Reachrann

We held our first session in Colaiste na Reachrann this week with our intern, Julie Bowell, and we were warmly welcomed by fourteen students. One girl noted how she didn't think she'd like the programme but was intrigued about the Financial Times portfolio resources and learning more about financial services.

On the Horizon

During the next couple of months, we will be starting in six other schools and are confirming dates with three others. We are pleased to have had a high acceptance rate to the programme following our relaunch, from both schools and the industry, and are looking forward to growing and developing the programme further.