This is an introductory course for individuals looking to learn the basics in a very thorough way. So many mutual funds, stocks, GICs, bonds and ETFs to buy. What is the best selection for an RRSP? A child’s RESP? A Tax-Free account? Should your spouse buy what you buy? Should an investment adviser, portfolio manager or investment counsellor be hired to help you manage money or just a do-it-yourself approach? How is an investment portfolio constructed? How is the portfolio measured and evaluated over time? Are expected returns being achieved? What are my fees and are they fair? Am I paying too much income tax? How does my portfolio match my financial plan and goals? All of these questions and more will be answered.

This course is not designed for long time, experienced investors who have been trading their own portfolio for years and who employ advanced strategies using options, ETFs, hedge funds or other sophisticated products.

Applicable for

Individuals wanting a better understanding of how personal investing works so they can select investments in their employer group RRSP or to ask better questions of their financial advisor.

Professionals assisting non-for-profits to manage their investments and you are acting as a fiduciary.

Professionals wanting to be better prepared for investing questions asked by their clients in public practice.

Individuals who want to assist family members, perhaps elderly parents or children with their investments.

Learning Objectives

By the end of this course, participants should be able to:

Content

The topics in this seminar include:

· A six-step process to build and maintain a logical, cost effective, risk managed and tax smart investment portfolio for your RRSP, Tax Free account, children’s RESP or your mother’s money.

· All about investment fees – commissions, loads, asset-based fees – which are best and which to avoid.

· Pros and cons of mutual funds, GICs, stocks, bonds, wrap programs, ETFs, segregated funds, linked notes and all the products you see in the marketplace today.

· Specialized investment strategies for kids, seniors, corporations, trusts and not-for-profits.

· Designing ideal reporting with rate-of-return and benchmarks to allow you to properly judge results.

· Explanations of how the financial services industry works in Canada, different types of registrations for advisors, insurance, how your money is protected, the structure of advisor practices and more.

· This course provides deep overall perspective on how the money management industry works so that you will be in a better position to get value for yourself. Most of the content can be considered “core knowledge” that will benefit a lifetime of investing.

Seminar Leader: Kurt Rosentreter

What to Expect

· This is a Live Virtual Seminar where class size has been limited to allow for an interactive learning environment.

· This seminar will not be recorded.

· Course materials, links and credentials will be emailed to you two business days before the seminar. Once sent, the email will also be found in your Account Communication tab of the CPA Manitoba Member Portal.

· Live webinars have varying levels of expected interaction, and some may require webcam and microphone capabilities – if you have concerns about the interaction required for this course, please email [email protected]

CPA Manitoba PD Terms and Conditions