Investing Fundamentals - Module 2 (Canadian)
Investing Fundamentals Module 2 covers investment goals and strategy, the investment process, and different approaches to investing such as Modern Portfolio Theory and Goals Based Investing. This module explores investment governance that may be associated with a trust, including having an investment philosophy, investment policy statement, investment charter and/or an investment committee. Finally, this module ends with how to interpret a sample investment statement.
Estimated Completion Time: 2 hours
Featured Resources:
Articles/Books
- Investment Policy Statement Sample
- "Elements of an Investment Policy Statement for Individual Investors" by the CFA Institute
- Investment Committee Charter Example
- Performance Report Sample
Videos
- Podcast with Jeremy Langlois entitled, "Consolidated Reporting 101"
- Podcast with Ronen Schwartzman entitled, "Navigating Asset Allocation in a Low-Yield Landscape"
- 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
