Investment Learning Series
Join our structured 6-month program starting September 2025. Build understanding through hands-on workshops, case studies, and expert-led discussions designed for Canadian investors.
Reserve Your SpotProgressive Learning Experience
Our September series takes a different approach. Instead of cramming information into weekend seminars, we spread learning across six months, allowing you to absorb concepts gradually and apply them in real market conditions.
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Monthly Deep Dives
Each month focuses on a specific area—from basic portfolio theory to advanced risk assessment techniques used by Canadian fund managers.
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Practical Applications
Work with real market data and case studies drawn from TSX companies, Canadian REITs, and bond markets relevant to local investors.
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Peer Learning Groups
Connect with other participants through structured discussion groups and collaborative analysis projects throughout the series.
Your Learning Journey
Each stage builds on previous concepts while introducing new analytical frameworks. By March 2026, participants typically demonstrate solid understanding of investment principles and portfolio construction methods.
Foundation & Market Basics
September 2025 focuses on understanding how Canadian markets operate, from TSX mechanics to the role of different investment vehicles in a typical portfolio.
4 weeks, 1 session per week
Market structure, investment types, basic analysis
Analysis & Research Methods
October and November sessions dive into fundamental and technical analysis approaches. You'll learn to read financial statements and interpret market indicators commonly used by Canadian analysts.
8 weeks intensive
Live market analysis, case studies
Portfolio Construction & Strategy
December 2025 through March 2026 covers advanced topics including asset allocation models, risk management strategies, and tax-efficient investing within Canadian retirement accounts.
12 weeks with capstone project
Complete portfolio analysis presentation