Building an effective investment portfolio requires informed decisions about asset allocation, investment products, fees, taxes, risk management, and long-term financial goals. This webinar provides a practical framework for evaluating investment options and constructing portfolios that align with individual objectives. Participants will gain a clearer understanding of the Canadian investment landscape, portfolio management principles, and the factors that influence long-term investment outcomes.

• 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.

Note: This is an introductory course for individuals looking to learn the basics in a very thorough way. It is not designed for long time, experience investors who have been trading their own portfolio for years and who employ advanced strategies using options, ETFs, hedge funds or other sophisticated products. 

• 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 adviser 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.

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.