Stock trading educational seminars toronto
Jump to main navigation Jump to main content. Last updated Tuesday, Jul. When Elaine Wade inherited a six-figure portfolio of stocks from her father a few years ago, she had some decisions to make.
Learn how to trade in Toronto, Canada: Stocks, Forex, Options, Futures
In the old days, the thought of going it alone might have seemed too daunting to someone like Ms. Wade, 56, of Nanaimo, B. But the do-it-yourself approach is appealing to more people thanks to a growing number of investing books, websites, newspaper articles and courses — both in the classroom and online — that take the mystery out of managing a portfolio, budgeting and other personal finance topics.
As a semi-retired accountant, she was already comfortable with numbers.
But her investing knowledge was rusty, so she recently enrolled in the Canadian Securities Course for Investors, a new program launched in April by CSI Global Education and aimed at the general public. For years, CSI Global has offered the Canadian Securities Course to people working in the securities industry or aspiring to careers in financial services. Completing the CSC is one of the requirements of becoming a licensed adviser.
The new CSC for Investors has the same content as the regular CSC, but there are some key differences: The interactive online course — a hard-copy textbook is also available for an additional charge — covers a broad range of topics, including how the securities industry works, the role of regulators, economic theory, stocks, bonds, options, mutual funds, exchange-traded funds ETFs , financial statements, financial planning and taxation.
CSI provides a free demo of the course on its website at csi. You can read the chapter on fixed-income securities, do the online module and take a quiz to test your knowledge. The IEF was established by the Ontario Securities Commission and funded by settlements and fines from OSC enforcement proceedings. For those who prefer to learn about investing in a classroom setting, where they can ask questions of the instructor and share ideas with other students, there are also a growing number of options.
She also holds seminars at public libraries and for private clients. I get some retirees. Many students come in with a low level of investing knowledge, she said.
Not every person has the time or the temperament to become a self-directed investor, Ms. But even people who work with an adviser can benefit from education.
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