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Canadian Investors Course



Welcome to the Canadian Investors’ Course (CIC)!

CIC is an online, no-charge, in-depth introduction to the world of investing, including discussions about Investment Products, Investment Services and Investment Styles that your Local Wealth Professionals can offer you.  It is divided into 17 Sessions, each with its own Commentary.

Outline for the 17 Sessions of CIC, the Canadian Investors’ Course:

You will find a corresponding PDF for each Session.  Although the course is covered by copyright, you may download and print the PDFs so that you can follow the Sessions(s) and take notes on your hardcopy.  The Sessions are generally 10-20 slides in length, with a few stretching to 30 slides.  Please feel free to take a session more than once.

We recommend that you look at this as a resource tool, to help you learn what you need to know to become a better investor; and refer to it over and over again.

This course was delivered originally, in a classroom format originally of one 2 hour class per week for 6 weeks at a cost of $295.  Often the students asked so many questions that the classes went well into overtime!  Some students even came back and paid to take the course again!  The course got rave reviews and ran for several years with classes of between 10 and 20 students.  But times have changed.  Now you can take the “CIC” course here on this website, broken down into smaller segments, for easier self-learning, at no charge to you at all.  We felt there was a huge need for people to be able to learn what they needed to know to be better investors and there was no better starting point than the CIC!

So, if you agree, spread the word!  Please share the links with your family, friends, the media and even your accountant.

The CIC Course starts with Income Investing – from short term to longer term bonds. This is followed by Sessions on equities, mutual funds, financial planning, options and investment strategies.  Sessions 8 & 9 cover the Investment Industry and Investment Fees, an area of concentrated interest today.  Next come sessions on fundamental and technical analysis to compare investments and help you develop a rules-based approach to investing..  Session 17 closes the course with a discussion on Investor Psychology – that’s you and your emotions when investing.

There is no test for completing the course, nor is there an accreditation.  However, once you have completed all the segments of the CIC you might have a “test” for your current advisor!

So, take the CIC course or any part of the course as often as you like.  If you need to reach out to us, you can email at info@localwealthprofessionals.com

In fact, like the students who took the live version of the course, will probably have lots of questions as you go through the course.  Certainly when we gave this course in a classroom setting we were BOMBARDED with questions!  A blog is being developed to allow you to interact with others on the site and to share your questions and investment experiences.

Another option for getting your questions answered is to enter your POSTAL CODE in the POSTAL CODE LOCATOR which will point you to a Local Wealth Professional in your area.  You will receive the contact details for the professional or professionals you requested, and you can make the first contact yourself.  That way, your information will remain as confidential as you wish. No one will call you unless you specifically request that of us.

We believe that the best way invest is to “Rule Your Wealth”. To do this, one must be knowledgeable and use a rules-based approach to investing.

Note: LocalWealthProfessionals.com is not a stock recommendation website and Wealth Investigators are not financial advisors.  We do NOT give investment specific advice.  LocalWealthProfessionals.com is intended to be for your education and entertainment.  We hope that the information provided will help you understand the concepts involved in effective investing.  HOWEVER, LocalWealthProfessionals.com cannot take any responsibility for what you do with the information or for any investment decision(s) that you might make based on your new-found knowledge.