Stock Investing Course – Module 1

Learning Objectives

• To learn the basic principles of running a stock portfolio.
• To know how to use Technical Analysis correctly.
• To learn the criteria used to ensure good asset selection.
• To learn how to deal with losing positions.
• To discover the pitfalls most fall into.

Course Description

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

This course is valid up to July 14th, 2025 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.

This course is valid up to December 31st, 2024 for CIMA, CPWA, and RMA Professionals. It is advisable to complete this course before that to process the credit on time.

Are you looking to invest in the stock market, but not sure where to start? Look no further! Our Stock Investing Course Series will provide you with the foundational knowledge you need to start building your portfolio. Each module of the course is carefully designed to provide you with actionable insights and practical strategies for successful investing. This Webinar is Module 1 of our Stock Investing Course.

With all that is going on in the stock market these days, now is a great time to learn the skills to manage your stock portfolio. Remember in general, stock prices rise on average 7% per annum, so the market is skewed in your favor. The main reason individuals fail to make money in stock investing is they fail to learn two vital principles:

1. How to set the criteria that any assets must pass before entering your portfolio?
2. How to handle underperforming assets?

Just knowing these two investing principles will help avoid investing in poor quality assets, avoid chasing the herd, and avoid freezing into bad assets which can destroy a portfolio, one bad apple, etc.

Major Topics covered in Module - 1 are:

• Investment Outlook
• Historical returns
• Basic Investing Principles
• Crypto Investing
• How much profit could I expect to make?
• What are the downside Risks?
• Human psychology, how it affects returns
• Getting Access to the Market
• Charges
• Investment Platforms
• Investing Assets – Stocks, ETFs, Funds
• What should I read / Maintaining a Macro View
• Making an Investing plan
• Technical Analysis Introduction

Overview

• The economic outlook - Investing perspective

  5 mins
• Historical returns

  14 mins
• Basic investing principles

  20 mins
• How much money can i make?

  24 mins
• Gaining access to the market

  33 mins
• Some useful resources

  40 mins
• Junker strategies and investments to avoid

  45 mins