Learn more about the academic programs we are delivering in Summer 2024. If you have any questions about part-time studies, please contact us.
This course is designed to give a detailed overview of investing and how to use exchange traded funds (ETFs) to achieve an investing plan. It provides a solid foundation by examining the history of ETFs, comparing ETFs with Mutual Funds including the differences in taxes and fees as well as the purchasing process through an advisor, a self-directed account, a wrap account or with a Robo-Advisor. It will review the fundamentals of investing outlining the major asset classes (stocks, bonds and cash) and how to develop an asset mix utilizing these investments.
The course provides instruction on where to find relevant information and discusses various screening techniques to select ETFs. It will also provide insight on how to analyse the Exchange Traded Funds returns, beta, Sharpe ratio and costs amongst other items. The course will cover how indexes and index-based ETFs are constructed and it will discuss the difference between active and passive investing strategies. Specialty ETFs will be reviewed, including how inverse and double ETFs are structured and how they perform under different market conditions.
Those interested in expanding their knowledge and understanding of investing strategies are encourage to learn more about our Personal Investing courses.
All materials presented in the course are solely for educational and instructional purposes. None of the materials presented constitutes investment advice or investment recommendations. All students should seek the advice of a registered investment professional or conduct their own due diligence when evaluating investment opportunities they are considering.
The instructor has no affiliation with any firm(s) that may be mentioned during the course. The instructor does not receive any referral fees or compensation from any of the products or services that may be mentioned during the course.
Students should have strong English language skills. Familiarity with fundamental accounting principles and completion of Grade 12 English and Mathematics are strongly recommended.
Part-time Studies courses are being offered in either of the following four formats: Online, Flexible, In-person, Hybrid. Click Availability below to see current offerings.
This course is designed to give a detailed overview of investing and how to use exchange traded funds (ETFs) to achieve an investing plan. It will discuss the major asset classes (stocks, bonds and cash) and how to develop an asset mix utilizing these investments. It will compare mutual funds and ETFs, including the differences in taxes and fees. The course will cover how indexes and index-based ETFs are constructed and it will discuss the difference between active and passive investing strategies. Specialty ETFs will be reviewed, including how inverse and double ETFs are structured and how they perform under different market conditions.
Students should have strong English Language skills. Completion of grade 12 English and Mathematics are strongly recommended.
All materials presented in the course are solely for educational and instructional purposes. None of the materials presented constitutes investment advice or investment recommendations. All students should seek the advice of a registered investment professional or conduct their own due diligence when evaluating investment opportunities they are considering.
The instructor has no affiliation with any firm(s) that may be mentioned during the course. The instructor does not receive any referral fees or compensation from any of the products or services that may be mentioned during the course.
All materials presented in the course are solely for educational and instructional purposes. None of the materials presented constitutes investment advice or investment recommendations. All students should seek the advice of a registered investment professional or conduct their own due diligence when evaluating investment opportunities they are considering.
The instructor has no affiliation with any firm(s) that may be mentioned during the course. The instructor does not receive any referral fees or compensation from any of the products or services that may be mentioned during the course.
A combination of teaching methods such as lectures, small group work and case studies.
Lisa Ballantyne
Academic Program Manager
lisa.ballantyne@senecapolytechnic.ca
437-312-0065
For more information about this program, fill out the following form.