Optimex Pro

Building wealth through informed investment decisions

Structured Investment Education That Actually Works

Build genuine market understanding through practical frameworks and real-world analysis, not promises

We've been teaching investment fundamentals since 2019. Our approach focuses on developing analytical skills and risk awareness—the kind of education that prepares you for realistic market conditions. Starting September 2025, we're offering a comprehensive programme designed for people who want to understand how markets actually behave.

Book a Programme Consultation

How the Programme Works

Three distinct phases across ten months. Each builds on the previous one, moving from foundational concepts through to independent portfolio analysis.

Phase One

Market Fundamentals

Understanding how financial markets function, the role of various asset classes, and basic valuation principles. You'll work through real company financials and learn to read market data without the typical jargon overload.

12 weeks, September–November 2025

Phase Two

Risk Assessment

Moving beyond theory into practical risk evaluation. We examine historical market events, discuss volatility patterns, and explore how different strategies respond to changing conditions. The focus is on realistic expectations rather than optimistic projections.

14 weeks, December 2025–March 2026

Phase Three

Portfolio Development

Applying everything to build diversified portfolios aligned with specific goals and risk tolerance. You'll present analysis to peers, receive feedback, and refine your approach based on actual market conditions during the programme period.

14 weeks, April–June 2026

Investment education classroom with real-time market data analysis on multiple screens
  • Weekly live sessions with detailed market analysis and open discussion about current events affecting portfolios

  • Access to financial databases and screening tools used by professional analysts, with training on interpretation

  • Small cohorts of 12–15 participants allowing for personalised feedback on your analytical work

  • Recorded sessions available for review, particularly useful when revisiting complex valuation methodologies

Meet Your Programme Instructors

Siobhan Kavanaugh, senior investment instructor

Siobhan Kavanaugh

Equity Analysis & Valuation

Spent fourteen years as an equity analyst before transitioning to education. Siobhan focuses on teaching fundamental analysis using actual company reports and market conditions. Her sessions often involve dissecting recent earnings releases to understand how markets interpret information.

  • Financial Statement Analysis
  • Sector Research
  • Valuation Models
Aoife Brannigan, risk management specialist and instructor

Aoife Brannigan

Risk Management & Portfolio Strategy

Background in risk consulting for pension funds and institutional investors. Aoife brings a pragmatic perspective on portfolio construction, emphasizing what can go wrong rather than best-case scenarios. She uses historical crises as case studies for understanding risk exposure.

  • Portfolio Diversification
  • Risk Metrics
  • Asset Allocation
Financial analysis workspace showing portfolio tracking tools and investment research materials

Enrollment for September 2025

We're accepting applications through 15 August 2025. Places are limited to maintain the small cohort format that allows for meaningful interaction and personalised guidance. The programme requires approximately 8–10 hours weekly including live sessions, independent study, and assignment work.

By 15 August 2025

Application Deadline

Submit your application including background information and investment education goals. We'll schedule brief conversations with all applicants to discuss programme fit.

22–26 August 2025

Enrollment Confirmation

Accepted participants receive programme materials, database access credentials, and pre-reading assignments to prepare for the first session.

8 September 2025

Programme Launch

First live session introducing market structure fundamentals and establishing the analytical framework we'll use throughout the ten months.