Explore all your investment options and learn how to choose, compare, and protect your money wisely.
Navigating the world of investing can feel overwhelming, but this comprehensive course breaks it down into clear, manageable steps—empowering you to make informed decisions about where and how to invest your money. You’ll start with the fundamentals of mutual funds, ETFs, GICs, stocks, and bonds, then dive into a detailed exploration of the six most common investing options, from full-service brokers and robo-advisors to discount brokers and fee-only planners. Whether you're conservative, hands-on, or looking for automated solutions, this course will help you find the path that fits your financial goals.
With real-world examples, online platform demonstrations (like Questrade and Wealthsimple), and access to practical tools—including custom spreadsheets and cost analyzers—you’ll gain the confidence and knowledge to compare investment strategies, evaluate advisor credentials, and protect your assets. It’s a complete toolkit for building a smarter, safer investment plan in the Canadian market.
7 activities • 46 videos • duration: 2h 12m
Acclaimed Author and On-demand Course Developer
David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Good overview for beginners
Very thorough.
yes it was.
Great course. Good explanation of the basics and investment approaches
