Investment Education Programs
Comprehensive courses designed to build practical knowledge in modern investment strategies and financial planning
2025-2026 Program Schedule
Our structured approach ensures you develop skills progressively, with each program building on fundamental concepts while exploring advanced investment strategies.
Foundation Investment Principles
Start with core concepts including asset allocation, risk assessment, and market fundamentals. This 12-week program covers portfolio theory, diversification strategies, and basic financial analysis techniques that form the backbone of sound investment decisions.
Advanced Portfolio Management
Dive deeper into sophisticated portfolio construction, alternative investments, and quantitative analysis. Learn to evaluate complex financial instruments and develop strategies for different market conditions over this intensive 16-week program.
Retirement Planning Specialization
Focus specifically on long-term financial planning, tax-efficient investing, and retirement income strategies. This 10-week specialized course addresses the unique challenges of planning for financial independence and retirement security.
Learn from Experienced Professionals
Our instructors bring decades of real-world experience in financial planning, investment management, and market analysis. They've worked through multiple market cycles and understand both the theoretical foundations and practical realities of investment management.
Each course combines academic rigor with practical insights gained from years of helping clients navigate complex financial decisions. You'll learn not just what to do, but why certain strategies work in different market environments.
Instructor Background Includes:
- CFA and CFP designations
- Former portfolio managers and financial advisors
- University-level teaching experience
- Published research in financial journals
- Active involvement in professional associations
Program Areas
Equity Analysis
Learn fundamental and technical analysis methods for evaluating individual stocks and equity markets. Covers valuation models, financial statement analysis, and sector research techniques.
Fixed Income Strategies
Explore bond markets, interest rate risk, and income-focused investment strategies. Understand how different types of bonds fit into diversified portfolios and respond to economic changes.
International Investing
Navigate global markets, currency considerations, and international diversification. Learn about emerging markets, developed international markets, and global economic factors affecting investments.
How Our Programs Work
Case Study Analysis
Work through real market scenarios and historical examples to understand how investment principles apply in practice. Each case study is drawn from actual market events and client situations.
Interactive Workshops
Small group sessions allow for detailed discussion of complex topics and personalized feedback on your understanding of key concepts. These workshops encourage questions and collaborative learning.
Portfolio Simulation
Practice your skills with simulated investment scenarios that mirror real market conditions. Track your decisions over time and learn from both successes and mistakes in a risk-free environment.
Ongoing Resources
Access to research tools, market data, and continuing education materials extends your learning beyond the formal program timeline. Build skills that grow with your experience.
Program Information
Our programs are designed for individuals seeking to deepen their understanding of investment principles and financial planning. Whether you're beginning your investment journey or looking to enhance existing knowledge, we offer structured learning paths.
Class Size
Limited to 15 participants per program
Format
Evening and weekend sessions
Location
Surrey, BC and online options
Materials
All course materials and resources included
Programs fill quickly due to our small class sizes and personalized approach. We recommend contacting us early to discuss which program best fits your learning goals and schedule preferences.