What This Course Is All About

Let me guess, you know that investing is important and it's something you want to do, but you have no idea where to start?

Yup, I've heard that a million times by my financial counselling clients, listeners of my podcast, and readers of my blog. Heck, I even used to feel the exact same way!

But here's the thing, investing isn't rocket science. It's not even as complicated as a 12th grade chemistry class!

Anyone can learn the foundations of investing so they can feel knowledgeable and confident about investing their money for the future.

Going back to where you should start, this is it! My Investing Foundations for Canadians course is exactly where you should start. You'll learn all the fundamentals of investing, including how to be prepared before you start investing, what all that investing jargon like ETFs and diversification means, and how you can develop your own investing plan.

Instructor

  • Jessica Moorhouse

    Jessica Moorhouse

    Accredited Financial Counsellor Canada®

    Jessica Moorhouse is millennial money expert, Accredited Financial Counsellor Canada®, award-winning personal finance blogger, speaker and host of the popular Mo’ Money Podcast.

What's Included

  • 49 Lessons

    There's a ton of content to cover in this course to get you from "Have no idea what I'm doing" to "I feel like an investing rockstar!"

  • 35 Videos

    In addition to written text, there are accompanying videos for 10 of the lessons in the course (with more to come!).

  • 4 Quizzes

    To ensure that all that info has sunk in, after each module you'll be tested with a pop quiz!

  • 5 Worksheets

    To make sure you're crafting a financial foundation as well as an investment plan for yourself, there are 5 worksheets and cheatsheets you can download and use whenever!

  • BONUS MODULE

    That's right, there's a special bonus module all about helping you plan for retirement, so you can confidently know how much money you need to save for retirement.

Course Curriculum

  • 1
  • 2
    2. What to Know Before You Invest
  • 3
    3. Investment Products
    • What Does Investing Actually Mean?
    • Different Types of Investment Products
    • Stocks
    • Bonds
    • Stock Market & Bond Market
    • Tracking & Beating the Index
    • Guaranteed Investment Certificates (GIC)
    • Mutual Funds
    • Index Funds
    • Exchange-Traded Funds (ETF)
    • What Is an Investment Portfolio?
    • Quiz #2
  • 4
    4. Investment Accounts
    • Different Types of Investment Accounts
    • Tax-Free Savings Account (TFSA)
    • Registered Retirement Savings Plan (RRSP)
    • Registered Education Savings Plan (RESP)
    • Taxable Account
    • What Investments to Hold in Each Type of Account
    • Quiz #3
  • 5
    5. Investing Mechanics
    • Understanding the Mechanics of Investing
    • Key Investing Terms & Practices
    • Different Ways to Invest Your Money
    • Investment Fees
    • Why You Should Start Investing ASAP for Your Long-Term Goals
    • Quiz #4
  • 6
    6. Investment Planning
    • What Is an Investment Plan?
    • Understanding Risk
    • Determining Your Personal Risk Tolerance
    • Why Diversification Is So Important
    • Asset Allocation & Investment Goals
    • How to Make an Investment Plan
  • 7
    BONUS: How to Plan for Retirement
    • What Does Retirement Planning Actually Mean?
    • Defining Your Retirement
    • How to Fund Your Retirement
    • Calculating How Much You Need for Retirement
  • 8
    Credits & Resources
    • Bibliography
    • Additional Resources
    • Frequently Asked Questions
  • 9
    Next Steps
    • Congrats, You Did It! Here Are Your Next Steps...
    • Become an Affiliate

Frequently Asked Questions

  • Why should I learn about investing from you?

    Great question! To give you some background, I'm an Accredited Financial Counselor Canada® and have taken numerous in-depth investing courses through the Canadian Securities Institute. I'm also working towards my Personal Financial Planner® designation. All in all, I've not only spent hundreds of hours, but over 3 years studying the topic of investing in Canada. Moreover, the content in this course is heavily researched, with all my references and sources listed in the course's bibliography. Lastly, this course has been reviewed by a group of beta-testers with various financial backgrounds to ensure all information is accurate and helpful.

  • Do you offer investing advice?

    No, I do not. I am not an investment advisor or portfolio manager, and will not provide any specific advice. Everything in this course is for educational purposes only. Needless to say, I won't be liable for any investing decisions you make after purchasing the course.

  • How long will I have access to the course?

    Forever, or until I decide to shut it down sometime in the future. In other words, you'll have access to this course for as long as it exists so you can work through it at your own pace.

  • Is the listed course price what I'll end up paying at checkout?

    You bet it is! All of my courses are priced in Canadian dollars and include sales tax. What you see is what you'll pay.

  • I want to tell my friends/family/audience about this course. Is there an affiliate program?

    Yes there is! All students are eligible to become affiliates after purchasing and completing the course. More information about my affiliate program will be available in the course.

  • Do you offer refunds?

    Yes! If you buy this course and it doesn't meet your expectations, you have the option to request a refund within 14 days of purchase. For specific information about refunds, please review the refund policy.

  • I've got a specific question, who should I contact?

    You can contact me, Jessica Moorhouse, the course instructor. Email me directly at jessica@jessicamoorhouse.com.

Who Is This Course For?

Whether you're a beginner who has hardly any investing knowledge, or you have some knowledge but want to gain a better understanding of the terms and concepts of investing Canada, this course is for you!

I go through all the important aspects of investing in Canada, like different investment products and accounts, so you can gain clarity, build your financial confidence, and know what questions to ask and what steps to take next to invest for your goals the way you want.

Who Is This Course Not For?

If you're an experienced or advanced investor who already knows the ins-and-outs of investing, you may already know most of what's taught in this course. Just take a look at the lessons outlined above. If you already know what an ETF is, how to determine your risk tolerance, and how to rebalance your portfolio, this course is not for you.

This course is a foundational course, meaning it's meant to help those who don't have much or any investing knowledge but want to change that. If you're well-versed in day-trading or are a DIY investor, you're too advanced for this course.

This course is also geared towards pre-retirement investors. This is aimed to help investors plan for their future financial goals, like retirement, but it doesn't include any significant information for investors already in retirement.

What Students Are Saying

  • Motivated to take action!

    Penny Helstrom

    Jessica's course dusts off what we thought we knew about investing and gives a deeper understanding of many of the terms that are thrown around when talk around the water cooler turns to investing and retirement savings. I feel more confident now...

    Read More

    Jessica's course dusts off what we thought we knew about investing and gives a deeper understanding of many of the terms that are thrown around when talk around the water cooler turns to investing and retirement savings. I feel more confident now to take some action around my current investments and make more educated decisions going forward. Highly recommended!

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  • The course you didn't know you needed!

    Taylor Hornbeck

    I would highly recommend this course! Everyone should have a basic understanding of finances and investing and this course does just that. Jessica does a great job breaking down terms and concepts so they are easy to understand and digest. She's s...

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    I would highly recommend this course! Everyone should have a basic understanding of finances and investing and this course does just that. Jessica does a great job breaking down terms and concepts so they are easy to understand and digest. She's so knowledgeable and also includes links to great resources. If you're thinking of purchasing, just do it! You'll thank yourself later for investing in yourself! Thank you Jessica for creating this and I look forward to part 2!

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  • I LOVED THIS COURSE!

    Bonnie Sydora

    I signed up for this course to get a clearer picture of financial stuff and I definitely got that. I am a 50-year-old nurse who has let my husband do the bulk of the financial planning over the course of my life. He has been great, but I felt like...

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    I signed up for this course to get a clearer picture of financial stuff and I definitely got that. I am a 50-year-old nurse who has let my husband do the bulk of the financial planning over the course of my life. He has been great, but I felt like it was time I learned about it all myself. This course gave me a great overall understanding of the terminology used and the concepts in the financial world. I feel much more confident! I even felt brave enough to start investing with a robo-advisor. Jessica has a great way of teaching things. She is clear and concise and easy to understand. I highly recommend doing it as a way to expand or enhance your financial literacy. Thank you Jessica!

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  • Great course for beginners!

    Sarah Greening

    The Investing Foundations for Canadians course was very informative and a great course for beginners like me! I would highly recommend this course to everyone!

    The Investing Foundations for Canadians course was very informative and a great course for beginners like me! I would highly recommend this course to everyone!

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  • Highly recommended (for Americans too)

    Bridgett Bisceglia

    Although this course is designed for Canadians, I am American and able to relate to almost all of it! For anyone who is new with investing, this course breaks it down to make your next financial step easier.

    Although this course is designed for Canadians, I am American and able to relate to almost all of it! For anyone who is new with investing, this course breaks it down to make your next financial step easier.

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  • Really great course!

    Brian Rump

    This course was so well designed and was presented in a logical and easy to understand order. I am going to recommend it to anyone who is looking to learn more about investing!

    This course was so well designed and was presented in a logical and easy to understand order. I am going to recommend it to anyone who is looking to learn more about investing!

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Pricing

Either pay regular price or in two monthly instalments