Investing Fundamentals - Module 3 (Canadian)
Module 3 of Investing Fundamentals progresses through a real-life case study and provides insights to how trust investing may have different guidelines and parameters than a simple brokerage or investment account. The module lesson applies the insights learned from investment basics in Module 1 and the process, approach, and governance to investing covered in Module 2. The final module provides a useful investment case study that also ties in the broader estate planning, financial planning, and wealth transfer concepts covered in earlier modules.
Estimated Completion Time: 30 minutes
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- 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
