course checklist

Course Curriculum Checklist
MODULE ONE:
Cash
Introduction to Asset Classes
Bonds
Stocks
Alternative Assets
Asset Allocation 101
MODULE TWO: ETFs and Mutual Funds Explained
Compound Interest
Mutual Funds vs ETFs
Fees (and more fees)
Advisors
MODULE THREE: Looking at Your Risk Profile
A discussion on risk
Focusing on YOUR risk profile
MODULE FOUR: TFSA or RRSP?
The all-new grown up TFSA
Is the RRSP still relevant?
MODULE FIVE:
Opening Your Investment Account
What you will need
Questrade (the Boss)
TD E-Series (lean and mean)
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MODULE SIX: Seven Keys to Investing Success
The first four keys
The next three keys (+ bonus key!)
MODULE SEVEN:
Interest, Dividends and Capital Gains
Understanding Interest
Dividends Explained
Capital Gains (yes, please!)
MODULE EIGHT: Tracking and Monitoring Your Portfolio
Globe Investor
Mint (no, not the tea..)
MODULE NINE: Rebalancing Your Porfolio
Why rebalance?
Actual, you know, rebalancing..
MODULE TEN:
Case Studies
Janet: Age 28 (…understands the importance of getting started)
Christine: Age 44 (…moving up the corporate ladder)
Meredith: Age 62 (…ready to cycle to France)
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