Master Investment Fundamentals

Build confidence in financial markets through structured learning, practical exercises, and personalized guidance from experienced professionals.

Why This Program Works

Most people approach investing with scattered information from blogs and YouTube videos. Our program takes a different route. We start with fundamental concepts and build systematically toward advanced portfolio management.

  • Weekly live sessions with market analysis
  • Hands-on portfolio simulation exercises
  • Access to professional research tools
  • Small group discussions and case studies
  • Personalized feedback on investment decisions
Students analyzing financial charts during a collaborative learning session

12-Week Learning Journey

Each phase builds on previous knowledge while introducing practical skills you'll use in real market situations.

Weeks 1-3

Market Fundamentals

Learn how financial markets operate, understand different asset classes, and explore the relationship between risk and return. We cover everything from stock exchanges to bond markets.

Foundation Phase
Weeks 4-6

Analysis Techniques

Dive into financial statement analysis, valuation methods, and technical indicators. You'll practice reading annual reports and evaluating company performance using real-world examples.

Skill Building Phase
Weeks 7-9

Portfolio Construction

Understand diversification principles, asset allocation strategies, and portfolio rebalancing. Work with simulation software to build and test different portfolio approaches.

Application Phase
Weeks 10-12

Advanced Strategies

Explore options trading, sector analysis, and international investing. Learn about tax-efficient investing and retirement planning strategies relevant to Canadian investors.

Mastery Phase
Investment professionals reviewing market data and research materials
"The best investment education comes from working through real market scenarios with experienced guidance."
— Program Philosophy

Learn From Practitioners

Our instructors combine academic knowledge with years of hands-on experience managing portfolios and analyzing markets.

Portrait of Bjorn Lindqvist
Bjorn Lindqvist
Portfolio Management
Portrait of Sienna Caldwell
Sienna Caldwell
Fixed Income Analysis
Portrait of Magnus Thorvald
Magnus Thorvald
Technical Analysis
Portrait of Riona McBride
Riona McBride
Risk Management

Ready to Start Learning?

Our next cohort begins in September 2025. We keep class sizes small to ensure everyone gets individual attention and feedback.

Program Format

Live online sessions twice weekly, recorded for review, plus self-paced assignments and group projects.

Class Size

Maximum 20 participants per cohort to maintain quality discussions and personalized feedback.

Get Program Details