Personal Finance and Investing

E-mail: cebusiness@mtroyal.ca
Information: 403.440.6636 or toll-free 1.888.392.3655
Register: Start here
Location: Lincoln Park Campus, 4825 Mount Royal Gate SW

The following course is sponsored by the Alberta Securities Commission (ASC), the regulatory agency responsible for administering the province’s securities laws. It is entrusted to foster a fair and efficient capital market in Alberta and to protect investors. More information.

The Basics of Investing
Think investing is just for financial wizards? This course is ideal for beginners, covering RRSPs and RESPs as well as the stock market, mutual funds and tax considerations. Presented in plain language, this non-promotional course discusses important investing topics and provides you with a solid base from which to make well-informed investment decisions.

6 Hours
Subject code: XFPG 10027

Individual Fee: $99+GST
Couples Fee: $159+GST

CRN 90288 Individual	2 classes	Oct. 7-14	6:30-9:30 p.m.	Thu.
(CRN 90511 Couples)
CRN 90337 Individual	1 class	Nov. 27	9 a.m.-4 p.m.	Sat.
(CRN 90512 Couples)

News Story: Basics of Investing Course Welcomes Youngest Student
Grade 8 student Cassidy McKinnon attended the Alberta Securities Commission's Basics of Investing course at Mount Royal. Read the story in the Airdrie City View.

Stocks, Bonds and Your Portfolio
Invest with confidence. Discuss financial markets, how to research and evaluate stocks, bonds and other products, and types of investment questions to ask. Gain valuable knowledge of different types of brokers/planners and their fees. Asset allocation and building a portfolio suited to investor risk tolerance and investment objectives are also reviewed.
Instructor: Michael Kolodnicki, BA, FCIP, CRM, FMA, FCSI

15 Hours
Subject code: XFPG 10004

Individual Fee: $275+GST
Couples Fee: $475+GST

CRN 90120 Individual	6 classes	Oct. 19-Nov. 23	7-9:30 p.m.	Tue.
(CRN 90310 Couples)

Personal Financial Planning
Personal financial management is more important now than ever before. Take charge of your financial future by gaining the tools and knowledge to create a personalized financial plan that covers tax savings, estate planning, insurance, retirement and investments. With so many choices, information can make the difference in your financial success.
Course materials: approx. $95+GST at the BookStore
Notes: Access to a financial calculator is required (HP-10B II is recommended). This course also provides the foundation for professional courses in the CFP® program.
Instructor: Robert McCullagh, RHU, CFP, CLU, ChFC

36 Hours
Subject code: XFPG 10024

Individual Fee: $395+GST
Couples Fee: $695+GST

CRN 90176 Individual	12 classes	Sept. 27-Dec. 13 Oct. 12	6:15-9:15 p.m. 6:15-9:15 p.m.	Mon. & Tue.
(CRN 90311 Couples)

News Story: Personal Finances a Timely Topic
Instructor Robert McCullagh talks to the Calgary Sun about Personal Financial Planning.

Investing with ETFs and Mutual Funds
Mutual funds and exchange-traded funds (ETFs) can be an efficient and profitable investment tool, but how do you choose, minimizing risks and costs? Acquire basic knowledge of various types of funds, fees and analytical tools used within the industry. Gain valuable insights into the selection of funds and the creation of long-term fund portfolios.
Instructor: David Sherlock, BA, AICB, FMA, CIM

9 Hours
Subject code: XFPG 10033

Individual Fee: $125+GST
Couples Fee: $195+GST

CRN 90359 Individual	3 classes	Oct. 20-Nov. 3	6:30-9:30 p.m.	Wed.
(CRN 90360 Couples)

Student Testimonials

“Came to learn terminology and investment basics. I got that plus much much more....Highly recommended!”

- Colin Jorgensen, Stocks, Bonds & Your Portfolio student

“A must-have course for anyone who plans to retire in their lifetime.”

- Paula Johnson – Owner, Muks.ca, Stocks, Bonds & Your Portfolio student

“A clear and concise course that delivers real-world investment information that is critical to any investor rookie, great job!”

Tony Abboud, Basics of Investing student

“Valuable, helpful and relevant material.”

Debra Metcalfe, Basics of Investing student

“The course is a great start to investing knowledge for those of us that have limited knowledge. I at least now feel more comfortable attempting to make my money work for me.”

Tyler Hope, Basics of Investing student

“I wish I had taken it 30 years ago!”

Susan Johnson, Personal Financial Planning student

“Interesting course, well taught and planned. Very informative … learned why and what should I review with investment advice.”

Mike Micallef, Investing with Mutual Funds student

“This class was very productive...Excellent beginner’s course!”

Brittny Morrison, Director of Client Relations, Stealth Alarm Systems and Basics of Investing student

“This really assisted in reinforcing the process and its application in the real world.”

Christine Chong, Financial Planner, RBC Investments and Time Value of Money student

"The course content and instruction have dramatically increased my confidence and empowered self-direction for financial freedom."

John Murray, Investing with Mutual Funds student