Jump to main navigation Jump to main content. Last updated Tuesday, Jul. When Elaine Wade inherited a six-figure portfolio of stocks from her father a few years ago, she had some decisions to make. In the old days, the thought of going it alone might have seemed too daunting to someone like Ms. Wade, 56, of Nanaimo, B. But the do-it-yourself approach is appealing to more people thanks to a growing number of investing books, websites, newspaper articles and courses — both in the classroom and online — that take the mystery out of managing a portfolio, budgeting and other personal finance topics.
As a semi-retired accountant, she was already comfortable with numbers. But her investing knowledge was rusty, so she recently enrolled in the Canadian Securities Course for Investors, a new program launched in April by CSI Global Education and aimed at the general public. For years, CSI Global has offered the Canadian Securities Course to people working in the securities industry or aspiring to careers in financial services.
Completing the CSC is one of the requirements of becoming a licensed adviser. The new CSC for Investors has the same content as the regular CSC, but there are some key differences: The interactive online course — a hard-copy textbook is also available for an additional charge — covers a broad range of topics, including how the securities industry works, the role of regulators, economic theory, stocks, bonds, options, mutual funds, exchange-traded funds ETFs , financial statements, financial planning and taxation.
CSI provides a free demo of the course on its website at csi. You can read the chapter on fixed-income securities, do the online module and take a quiz to test your knowledge.
The IEF was established by the Ontario Securities Commission and funded by settlements and fines from OSC enforcement proceedings. For those who prefer to learn about investing in a classroom setting, where they can ask questions of the instructor and share ideas with other students, there are also a growing number of options.
She also holds seminars at public libraries and for private clients. I get some retirees. Many students come in with a low level of investing knowledge, she said. Not every person has the time or the temperament to become a self-directed investor, Ms. But even people who work with an adviser can benefit from education.
Page not found - Rexburg HousingRexburg Housing
You have to be an RBC client. I have to go back to school. Follow John Heinzl on Twitter: Literacy Vigilance or blind trust? Keep an eye on your money.
Awareness Fleeced by Madoff, author comes out of financial fog. Newsletters The best in investing newsletters. Discover content from The Globe and Mail that you might otherwise not have come across. Newspaper delivered to your doorstep. Subscribe to the newspaper. Digital all access pass across devices. Subscribe to Globe Unlimited. The digital replica of our newspaper. Get top Globe stories sent to your inbox. Subscribe to email newsletters.
Get digital access or the printed edition delivered to your door.
Learn how to trade in Toronto, Canada: Stocks, Forex, Options, Futures
Subscribe to The New York Times. Globe Unlimited digital edition and Globe2Go e-paper group discounts available. Corporate financial data and content licensing for your organization. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters.
Full Sail University
Thomson Reuters is not liable for any errors or delays in Thomson Reuters content, or for any actions taken in reliance on such content. Globe Investor is part of The Globe and Mail's Report on Business. Selected data supplied by Thomson Reuters.
Knowledge Take control of your portfolio with DIY courses Add to Comments Share via email Share on facebook Share on twitter Share on LinkedIn Print License article.
David Cooke, financial adviser with Qualified Financial Services in Toronto. Rosa Park for The Globe and Mail Communication Video: Build a financial plan for your family. Cary List, president and CEO of Financial Planning Standards Council. Rosa Park for The Globe and Mail Expectations Video: Develop a quality relationship with your financial adviser.
More Related to this Story Literacy Vigilance or blind trust? Keep an eye on your money Awareness Fleeced by Madoff, author comes out of financial fog Newsletters The best in investing newsletters. News Jared Kushner speaks publicly for first time in White House role News Otto Warmbier's death a 'disgrace,' Trump says Report on Business Carrick Talks Money: The unforgivable money mistake Canadians make News Gord Downie appointed to Order of Canada News Liberals introduce bill to create intelligence super-watchdog News Philippines military aims to end battle before end of Ramadan Arts Daniel Day-Lewis announces retirement from acting News Nazi artifacts discovered in Argentina News Troops shoot suspected bomber in Brussels station: Globe Investor Carrick's newsletter: Arts Melanie Mah wins Trillium Book Award.
Your daily horoscope Planning to retire?
These CPP rules could be harmful to your financial security Embattled Sears Canada preparing to seek creditor protection: Subscribe The Globe and Mail Newspaper Newspaper delivered to your doorstep. Globe Unlimited Digital all access pass across devices.
Globe2Go The digital replica of our newspaper. Globe Email Newsletters Get top Globe stories sent to your inbox. The New York Times Get digital access or the printed edition delivered to your door. Globe Corporate Sales Globe Unlimited digital edition and Globe2Go e-paper group discounts available. Learn more Corporate financial data and content licensing for your organization.
Available for download on the following devices iPhone iPad Android Blackberry. Copyright The Globe and Mail Inc. We've run into a glitch. Please try again later.