Investing Fundamentals - Module 1 (Canadian)
Module 1 of Investing Fundamentals builds the foundational understanding of how a trust is invested. The course focuses on common practices to investing in a trust, the more common asset classes that a trust may typically hold, and the investment considerations for those common asset classes. This course explores the concept of compounding, portfolio construction, time horizons, and risk and return. It concludes with an overview of annual asset class performance and the factors that can influence performance.
Estimated Completion Time: 2 hours
Featured Resources:
Articles/Books
- StockTrack.com Personal Trading Simulator
- Bond Yield to Maturity Calculator
- Interactive Compounding Interest Worksheet
- Compound Interest Calculator
- Wealth Wisdom Chapter 13, "How Can You Make Sure Your Portfolio Lines Up With Your Actual Costs" by Tom McCullough & Keith Whitaker
Videos
- Podcast with David McCombie entitled, "Private Equity Perils and Pearls"
- Podcast with Jenna Arnold entitled, "Impact Investing"
- Scott Peppet's Financial Capital Series, "Compound Interest"
- Wealth Wisdom Podcast series, "How Can You Make Sure Your Portfolio LInes Up With Your Actual Goals?" by Ashvin Chhabra
- Tharawat Magazine, "The Future of Family Offices"
- The Quilt Map
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
