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Personal Finance and Investing

E-mail: cebusiness@mtroyal.ca
Information: 403.440.6636 or toll-free 1.888.392.3655
Register: Start here
Location: Lincoln Park Campus, 4825 Mount Royal Gate SW

The following course is sponsored by the Alberta Securities Commission (ASC), the regulatory agency responsible for administering the province’s securities laws. It is entrusted to foster a fair and efficient capital market in Alberta and to protect investors. More information.

Media Coverage

Instructor David Sherlock won the Globe and Mail's stock-picking contest.
Tax tips in Metro News (lower right of page)
Financial literacy news story in Unlimited
Investing 101 top tips news story in Calgary Journal
Personal Financial Planning in Calgary Sun
Financial Literacy in Metro News (lower right of page)

The Basics of Investing NEW - ONLINE OR CLASSROOM!
Think investing is just for financial wizards? This course is ideal for beginners, covering RRSPs and RESPs as well as the stock market, mutual funds and tax considerations. Presented in plain language, this non-promotional course discusses important investing topics and provides you with a solid base from which to make well-informed investment decisions.

6 Hours
Subject code: XFPG 10027

Individual Fee: $110+GST
Couples Fee: $175+GST

CRN 30203 Individual	1 class	Apr. 20	9 a.m.-4 p.m.	Sat.
(CRN 30336 Couples)
CRN 50100 Individual	2 classes	June 4-June 11	6:30 p.m.-9:30 p.m.	Tue.
(CRN 50168 Couples)

Stocks, Bonds and Your Portfolio
Invest with confidence. Discuss financial markets, how to research and evaluate stocks, bonds and other products, and types of investment questions to ask. Understand orders and strategies when a stock trade takes place. Gain valuable knowledge of various brokers/planners and their fees. Examine asset allocation and building a portfolio suited to investor risk tolerance and investment objectives are also reviewed.
Instructor: Michael Kolodnicki, BA Econ, CIM, FMA, FCSI, FCIP, CRM, CSWP

18 Hours
Subject code: XFPG 10004

Individual Fee: $295+GST
Couples Fee: $495+GST

CRN 30641 Individual	6 classes	Apr. 16-May 21	6:30-9:30 p.m.	Tue.
(CRN 30642 Couples)

Personal Financial Planning
Personal financial management is more important now than ever before. Take charge of your financial future by gaining the tools and knowledge to create a personalized financial plan that covers tax savings, estate planning, insurance, retirement and investments. With so many choices, information can make the difference in your financial success.
Course materials: approx. $125+GST at the BookStore
Notes: Access to a financial calculator is required (HP 10bII+ is recommended). This course also provides the foundation for professional courses in the CFP® program.
Instructor: Robert McCullagh, RHU, CFP, CLU, ChFC

36 Hours
Subject code: XFPG 10024

Individual Fee: $395+GST
Couples Fee: $695+GST

CRN 30339 Individual	12 classes	Apr. 4-Jun. 20	6:15-9:15 p.m.	Thu.
(CRN 30340 Couples)

Investing with ETFs and Mutual Funds
Mutual funds and exchange-traded funds (ETFs) can be an efficient and profitable investment tool, but how do you choose, minimizing risks and costs? Acquire basic knowledge of various types of funds, fees and analytical tools used within the industry. Gain valuable insights into the selection of funds and the creation of long-term fund portfolios.
Instructor: David Sherlock, BA, AICB, FMA, CIM, PFP

9 Hours
Subject code: XFPG 10033

Individual Fee: $150+GST
Couples Fee: $250+GST

CRN 30539 Individual	3 classes	Mar. 13-27	6:30-9:30 p.m.	Wed.
(CRN 30540 Couples)

Investing in Real Estate
What should you look for in a real estate investment and how can the average investor become involved? Start with the basics of owning your own home and viewing it as an asset, and move on to your first rental property, multi-family units, and alternative strategies such as REITs, limited partnership projects, commercial development trusts, land banking syndications and other real estate-backed investments.

12 Hours
Subject code: XFPG 10035

Individual Fee: $250+GST
Couples Fee: $450+GST

CRN 30643 Individual	2 classes	Mar. 23-Apr. 6	9 a.m.-4 p.m.	Sat.
(CRN 30644 Couples)

Student Testimonials

“A clear and concise course that delivers real-world investment information that is critical to any investor rookie. Great job!”

Tony Abboud, Basics of Investing student

“The instructor gave an easy-to-understand overview of the investing world. I feel more informed and confident as I take my first steps into the investing world”

Curtis Gordon, Basics of Investing student

“Came to learn terminology and investment basics. I got that plus much much more....Highly recommended!”

Colin Jorgensen, Stocks, Bonds & Your Portfolio student

"Great course. Very informative. Would recommend to others."

Pamela Hribnak, Stocks, Bonds & Your Portfolio student

"This course covered all the aspects of personal financial planning that one will encounter in life and is well worth the time and money invested!"

Rob Post, Personal Financial Planning student

"I would highly recommend this course to any individual looking to get basic knowledge and a good foundation to understanding the financial world. Great guest speakers too."

Amanda Witczak, Personal Financial Planning student

"Very thorough presentation of all materials. Incredibly knowledgeable and able to help students understand the concepts. Highly recommend..."

Monique Hunkeler, Investing with ETF's and Mutual Funds

"The Real Estate Investing class....was very helpful and the real-life scenarios used were a valuable learning tool."

Jillian Cudmore, Investing in Real Estate student