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

• Tax tips in Metro News (lower right of page)
• Financial literacy news story in Unlimited
• Investing 101 top tips news story in Calgary Journal

The Basics of Investing
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.

 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 

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. $100+GST at the BookStore
Notes: Access to a financial calculator is required (HP-10B II is recommended). This course also provides the foundation for professional courses in the CFP® program.
Instructor: Robert McCullagh, RHU, CFP, CLU, ChFC

News Story: Personal Finances a Timely Topic
Instructor Robert McCullagh talks to the Calgary Sun about Personal Financial Planning.

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

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. 

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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

 “Valuable, helpful and relevant material.”

Debra Metcalfe, Basics of Investing student

 “The course is a great start to investing knowledge for those of us that have limited knowledge. I at least now feel more comfortable attempting to make my money work for me.”

Tyler Hope, Basics of Investing student

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

Curtis Gordon, Basics of Investing student

"Excellent, comprehensive introduction to investing."

Mary-Frances Lessard, 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

“A must-have course for anyone who plans to retire in their lifetime.”

- Paula Johnson – Owner, Muks.ca, Stocks, Bonds & Your Portfolio student

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

Pamela Hribnak, Stocks, Bonds & Your Portfolio student

"Excellent university experience. Tutor was fantastic. Superb value for money."

B. Carpenter, Stocks, Bonds and Your Portfolio student

"A necessary class for anyone planning on retiring or investing either in the near or distant future...instruction was excellent and instructor's commitment to helping people become strategic investors is amazing."

Susan Doan, Stocks, Bonds & Your Portfolio student

“I wish I had taken it 30 years ago!”

Susan Johnson, Personal Financial Planning student

 "I recommend this course to anybody who are seriously planning to have a comfortable retirement fund."

Myrna Reid-Bicknell, Personal Financial Planning 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

“Interesting course, well taught and planned. Very informative … learned why and what should I review with investment advice.”

Mike Micallef, Investing with ETFs & Mutual Funds student

 "The course content and instruction have dramatically increased my confidence and empowered self-direction for financial freedom."

John Murray, Investing with ETFs & Mutual Funds student

"Excellent course.  Enthusiastic instructor.  Learned a lot.  Highly recommended course."

Joseph O'Keane, Investing with ETFs & Mutual Funds student

 "Best course I had in last decade."

Evelyne LaBelle, Investing with ETFs & Mutual Funds student

"...taught an excellent course on real estate investments. Reviewed pros and cons of different options. Very good guest speakers."

Shawn Graham, Investing in Real Estate student

"Excellent introductory course for first time investors and home buyers."

Josh Noseworthy, Investing in Real Estate student

"...very helpful and the real life scenarios used was a valuable learning tool."

Jillian Cudmore, Investing in Real Estate student

 “This really assisted in reinforcing the process and its application in the real world.”

Christine Chong, Financial Planner, RBC Investments and Time Value of Money student

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