Designed for students who have completed Investing for Financial Wellness I or those with investing experience seeking more advanced discussions, Level II starts with a focus on common behavioral biases that undermine investing success and building a framework for improved decision-making. The course takes a deeper dive into the historical behaviour of markets to draw important lessons and provide a larger perspective. We then take a detailed look at portfolio construction and the importance of building a cohesive investment process. Finally, we discuss the current market environment, asset allocation implications and how to manage risks.
Online learning is when course delivery, and all associated learning activities, take place via the internet. For online learning tips, system requirements and differences between delivery styles, please visit our online learning webpages.
Course withdrawal must occur at least 48 hours prior to course commencement to receive a refund less a $25 administrative fee.
Continuing Studies statement on use of educational technology
This course will require the use of Zoom and may use other education technology such as internet-based applications, cloud services, or social media. In order to complete this course you will be required to either consent to the disclosure of your personal information outside of Canada to enable use of these technologies, or work with the Division of Continuing Studies to explore other privacy protective options (such as using an alias or nickname).