Investment Education Programs Starting Fall 2025
Join our comprehensive learning journey designed for Canadians ready to build sustainable wealth through smart investing strategies and proven financial principles.
Course Schedule & Program Timeline
Four distinct programs launching between September 2025 and February 2026, each designed to meet different learning preferences and schedules.
Foundation Investment Principles
Start with the fundamentals of portfolio construction, risk assessment, and market analysis. This 8-week evening program covers everything from asset allocation to understanding market cycles, perfect for working professionals.
Advanced Portfolio Management
Dive deeper into sophisticated investment strategies, tax-efficient investing for Canadian markets, and long-term wealth building techniques. Weekend intensive format accommodates busy schedules while maintaining thorough coverage.
Market Analysis & Research Methods
Learn to evaluate investment opportunities using both fundamental and technical analysis. This program emphasizes practical skills in researching stocks, bonds, and alternative investments within the Canadian regulatory framework.
Retirement & Estate Planning Strategies
Focus on long-term financial security through RRSPs, TFSAs, and other Canadian retirement vehicles. Includes estate planning basics and strategies for passing wealth to the next generation effectively.
Learn From Experienced Practitioners
Our teaching team brings decades of real-world investment experience from Canadian financial institutions, wealth management firms, and independent advisory practices.
Each instructor maintains active involvement in the markets they teach about, ensuring you learn current strategies that work in today's economic environment.
Our Structured Learning Approach
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Assess Current Knowledge
We start by understanding your existing financial knowledge and investment experience to tailor the program to your needs.
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Build Theoretical Foundation
Establish core concepts through structured lessons covering investment principles, market mechanics, and regulatory frameworks.
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Practice with Real Scenarios
Apply learning through case studies based on actual Canadian market situations and historical investment decisions.
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Develop Personal Strategy
Create your own investment approach based on your financial goals, risk tolerance, and timeline for wealth building.
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Implement & Monitor
Learn ongoing portfolio management techniques and how to adjust strategies as market conditions and personal circumstances change.
Key Skills You'll Develop
These essential capabilities will serve you throughout your investment journey, whether managing personal wealth or pursuing professional opportunities in finance.
Risk Assessment
Learn to evaluate investment risks systematically, balancing potential returns with your comfort level and financial capacity.
Portfolio Diversification
Master the art of spreading risk across asset classes, sectors, and geographic regions while maintaining growth potential.
Market Research
Develop skills to analyze companies, economic trends, and market conditions to make informed investment decisions.
Tax-Efficient Investing
Understand Canadian tax implications and learn strategies to minimize tax drag on your investment returns over time.
Long-term Planning
Create sustainable wealth-building strategies that align with your life goals and adapt to changing circumstances.
Performance Monitoring
Track and evaluate investment performance using appropriate benchmarks and metrics to guide future decisions.
Ready to Start Your Investment Education?
Programs fill up quickly, and we maintain small class sizes to ensure personalized attention. Early enrollment also provides access to preparatory materials and resources.
Get Program Information