Introduction to Investing for Financial Wellness

COURSE

Course description

This course is designed as an introduction to investment to ensure financial wellness and will include four main topics:

  • Investor Psychology which is the psychology of money as achieving financial wellness is not a hard science, it is a soft skill where how you behave is more important than what you know.
  • Investment Approaches provides an overview of different investment approaches (value investing, growth investing, index investing, asset allocation, investment funds, ETFs, etc.)
  • Practical Considerations will cover how to get started with TFSAs, RRSPs, discount brokerage accounts, different types of investments, setting goals and implementing an investment strategy.
  • Current Market Environment will include a discussion of key issues and themes in the current market environment (inflation, Ukraine war, monetary and fiscal policy, rise of passive investing, demographics, cryptocurrencies, etc.) and the potential impact of these issues on asset allocation considerations.

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Info you should know:

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).