Investment Management – Concepts and Practices

Many Canadians (as many as 65% of working people) are not covered by Registered Pension Plans with employers. Even those who are, will receive somewhere between 30 to 60 percent of their former wage. Experts tell us that to maintain one’s lifestyle into retirement will require about 75% of that former wage.

The purpose of this course is to increase the knowledge and skills of participants regarding investment theory and practice. It aims to fulfill this purpose, by first presenting the underlying concepts of wealth accumulation and wealth management, and further, by demonstrating the variety and types of financial instruments available to investors.