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VOLUME 02 / THE INVESTING FOUNDATIONS

Investing 101

Understand the accounts, risks, costs and behaviours behind investing. No stock tips. No portfolio recommendations.

Learn the concepts. Explore the assumptions.

20 original written lessons, interactive examples and unlimited knowledge checks. Everything stays inside the website.

Work through the lessons in order or revisit a topic. Signed-in purchasers can save progress and hypothetical scenarios.

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INTRODUCTORY ONE-TIME PRICE

$79 CAD

Ongoing course access while the website operates. No subscriptions or recurring charges.

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Both courses are included in the $99 CAD bundle.

The curriculum

01Saving versus investing
Understand what changes when money is exposed to market risk.
02Preparing before investing
Understand the surrounding decisions before studying investments.
03Compound growth and inflation
Separate growth in dollars from growth in purchasing power.
04Understanding investment types
Learn the building blocks without choosing products.
05Speculation and cryptocurrency risks
Distinguish speculation from a promise of future value.
06Canadian investing accounts
Separate tax treatment from the investment itself.
07Risk, time and your experience
Distinguish ability, willingness and timing.
08Understanding diversification
Understand why multiple holdings can still share the same risk.
09What asset allocation means
Read an allocation as a description of exposures.
10The long-term effect of fees
See both the charge and the compounding effect.
11Active versus index investing
Understand the method, then look beyond the label.
12Evaluating an investment
Practise understanding an investment before interpreting a sales claim.
13Regular contributions
Understand a contribution habit without promising a market outcome.
14Understanding rebalancing
Understand allocation drift and the trade-offs of restoring a mix.
15Behaviour during market declines
Recognize how a decline changes both arithmetic and behaviour.
16Performance chasing and market timing
Learn why an attractive chart can invite an incomplete comparison.
17Social-media investment misinformation
Separate evidence, advertising and confident presentation.
18Recognizing investment scams
Recognize the difference between registration and a promise.
19An educational investment policy
Record a learning exercise that makes assumptions visible.
20When to consult a registered professional
Know what to ask and how to verify a professional’s role.