Overview

This suite of courses is designed to give a detailed overview of personal investing strategies for students.

Stock Market Investing focuses on how the market works, how to evaluate stocks through technical and fundamental analysis, and how to create a personal asset mix profile. You will also learn about the nature and type of the entire investment product range, and the associated risks with each. Products such as Mutual Funds, ETF'S, Stocks and Bonds will be covered in detail. The course will wrap up with a tutorial on creating a personal investment strategy and plan. The course will cover both theory and hands on practical activities. Each student will have the opportunity to create a model portfolio and carry out simulated selected trades.

Continuing to build on the skills learned in Stock Market Investing, Investing in Exchange Traded Funds (ETFs) 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.

As a compliment to the above two courses, Planning for Retirement provides insights on how to build a proper retirement portfolio, prepare a budget and cash flow projections, and identify and quantify sources of government income such as CPP, OAS and GIS. It will also discuss the Canadian personal tax system and items to consider for enjoying a more prosperous retirement. People are generally aware that they need to prepare for retirement but are unsure where and how to start. This course will demystify retirement planning and clarify your road map.

Entry Requirements

Students should have strong English language skills. Familiarity with fundamental accounting principles and completion of Grade 12 English and Mathematics are strongly recommended.


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Courses

FFP310
Introduction to Stock Market Investing
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This course is intended to give a detailed overview of investing in the stock market. Students learn how the stock market works, how to evaluate stocks through technical and fundamental analysis, and how to create a personal asset mix profile. Students identify the tools and knowledge required to take control of their own investment portfolios if desired or to enable them to have an effective relationship with their financial advisor.




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ETF100
Investing in Exchange Traded Funds (ETF)
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Prerequisite(s):

Students should have strong English Language skills. Completion of grade 12 English and Mathematics are strongly recommended.

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.




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FFP215
Planning for Retirement
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Retirement planning is not a one size fits all exercise, but most Canadians do very little personal planning at all to ensure they are ready. This course helps quantify the considerations of retirement and how to prepare for them early on, a few years before, and even during retirement. People are generally aware that they need to prepare for retirement but are unsure where and how to start. This course will demystify retirement planning and clarify your road map.




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Delivery

A combination of teaching methods such as lectures, small group work and case studies.

Program Contacts

Contact us via this form or using the information below it.





Adriana Ceballos
Part-time Coordinator, Financial Services
adriana.ceballos-carrillo@senecacollege.ca


John Wong
Academic Program Manager

416-491-5050 ext.26630