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Discussion Starter #1
Hello again,...

I'm wondering if there is a course out there which offers topics/chapters on investment in Canada, with emphasis on the TSX. Some of the topics which I could think of, and which would certainly be useful are :-

1) how to pick stocks.

2) taxation methodology by the CRA, and the different Tax-Shelters.

3) selection of brokerages to open accounts with.

4) how to evaluate and pick other investment vehicles and instruments.

I believed each of the above would have, of itself, many sub-menus which would be very extensive, I'm sure if we delve deep enough into each,...

Any course out there that one can attend, in the form of a class that one can enroll for, and then go to class everyday for it,...

Perhaps that course could span over months too since the envisioned syllabus here is, well, to be complete enough, is quite extensive to help someone to start investing.

Appreciate advice. Thank you.
 

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The Canadian Securities Course (CSI) is the gold standard for investors who want to be better informed. Anyone can do it, but a basic understanding of math and finance will make it easier. I completed this course several years ago and have found it extremely useful. You will learn principles rather than insider information about specific investments.

https://www.csi.ca/student/en_ca/home.xhtml

You should also check with your local community college and / or university continuing education department.
 

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hey jude did you say local community college. He lives in another country that's even farther away than ireland.

he plans to commute to class on a quidditch broom.
 

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Alot of the banks (TD that I use) offer free information sessions on equities, funds, etfs and such.

If I wanted tax info, above and beyond the basics, I would consult with an accountant regarding your personal situation.
 

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Hello again,...

I'm wondering if there is a course out there which offers topics/chapters on investment in Canada, with emphasis on the TSX. Some of the topics which I could think of, and which would certainly be useful are :-

1) how to pick stocks.

2) taxation methodology by the CRA, and the different Tax-Shelters.

3) selection of brokerages to open accounts with.

4) how to evaluate and pick other investment vehicles and instruments.

I believed each of the above would have, of itself, many sub-menus which would be very extensive, I'm sure if we delve deep enough into each,...

Any course out there that one can attend, in the form of a class that one can enroll for, and then go to class everyday for it,...

Perhaps that course could span over months too since the envisioned syllabus here is, well, to be complete enough, is quite extensive to help someone to start investing.

Appreciate advice. Thank you.
To be honest, I don't know if you will find any courses that will really fit the bill.

The problem with most of the topics you mention is that there are many different approaches. Picking stocks? Value investing, momentum investing, technical investing, dividend investing, passive investing etc etc etc.

I think you just have to do a lot of reading.

Even brokerages are a mixed bag - I recently completed a brokerage comparison, but it's up to the individual investor to decide which is best for them.

http://www.moneysmartsblog.com/canadian-online-discount-stock-brokerage-comparison/

If you really want to take something and don't mind spending a lot of time/$$ then maybe take a look at the CFA.
 

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Discussion Starter #6
Alot of the banks (TD that I use) offer free information sessions on equities, funds, etfs and such.

If I wanted tax info, above and beyond the basics, I would consult with an accountant regarding your personal situation.
I'll answer you first, Cal,... thank you, yes, I have been following the available information over the net, but it's just that I wanted something more solid. Free sessions are, at best, "quite surface in nature", and do put in a big amount of sales pitches targetted at their own products too. Not to say these are not good, though,...

Tax infos - I always believed we should have the basics and the slightly higher levels in our hands before going to the pros for the specialised skills. The course that I am looking at should provide this level. Yes, anything more specialised, then we must pay a tax consultant to do it.
 

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Discussion Starter #7
hey jude did you say local community college. He lives in another country that's even farther away than ireland.

he plans to commute to class on a quidditch broom.
You are wrong. I am nearer to you than you think,... but I'm thinking, why am I talking about where I am and so on,... something wrong with you, is it ? I know, you are in Singapore, or were from Singapore,.. whatever,... I loved your language and that Singapore personality of yours better, though, than this one,...

Some people,....;)
 

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Discussion Starter #8
The Canadian Securities Course (CSI) is the gold standard for investors who want to be better informed. Anyone can do it, but a basic understanding of math and finance will make it easier. I completed this course several years ago and have found it extremely useful. You will learn principles rather than insider information about specific investments.

https://www.csi.ca/student/en_ca/home.xhtml

You should also check with your local community college and / or university continuing education department.
Heyjude,.. thank you. I will look-up more on the courses available at the CSI and if necessary, perhaps ask again here and provide some feedback/opinions if possible,...this is very helpful indeed to help me start,...

Thanks again...:)
 

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Discussion Starter #9
To be honest, I don't know if you will find any courses that will really fit the bill.

The problem with most of the topics you mention is that there are many different approaches. Picking stocks? Value investing, momentum investing, technical investing, dividend investing, passive investing etc etc etc.

I think you just have to do a lot of reading.

Even brokerages are a mixed bag - I recently completed a brokerage comparison, but it's up to the individual investor to decide which is best for them.

http://www.moneysmartsblog.com/canadian-online-discount-stock-brokerage-comparison/

If you really want to take something and don't mind spending a lot of time/$$ then maybe take a look at the CFA.
FP,... yes, I'm aware of that : well,.. based on what I am aiming for, the requirements are just too diverse and too many areas to cover, right ? But let's look at it this way, are the things I am looking for the common areas that a new invesotr into the TSX would want to know to prepare herself ?

If they are, then such a course would definitely be useful, and secondly, the course should be scalable, meaning, more information will be provided and more skills learnt as we go up to higher levels.

I think I would prefer to look at what CSI has to offer, perhaps take a few modules at the CSI and see if it helps.

CFA - well,... I have seen the syllabus, afraid it's not so directly applicable to my needs and wants. I'm not sure, but well,.. to me that course is more for people who want to work as financial advisors. It would not talk about, for instance, comparison of brokerages,... which to me, is of utmost importance for my needs.

I don't think the CFA would talk about the Dividend Tax Credits (DTCs) too, which is, again, important to me.

Come to think of it, perhaps I should structure such a course and put it up in the market, then see how many students would want to come to me,.. huh :) ? It'll be a long away before I can do that,... I am still at the infancy of this thing,..

Appreciated your good analyses here very much,...

Roxanne,..
 

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The CFA is not exactly what you want. Plus it's American-based. However, it does contain a heck of a lot of info would could form the base for being a stock analyst or portfolio manager.

I don't see why you would want to take a course on brokerage comparison? There is tons of info on the web. And how important is it? Once you make up your mind about which broker to use, then you probably won't think about it again (assuming it works out).

Dividend tax credits - IFIC, CSC contain this info. Again, it's on the web though.
 

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Discussion Starter #11
The CFA is not exactly what you want. Plus it's American-based. However, it does contain a heck of a lot of info would could form the base for being a stock analyst or portfolio manager.

I don't see why you would want to take a course on brokerage comparison? There is tons of info on the web. And how important is it? Once you make up your mind about which broker to use, then you probably won't think about it again (assuming it works out).

Dividend tax credits - IFIC, CSC contain this info. Again, it's on the web though.
FP,... thank you. Brokerage comparison can be a short chapter, and the techniques of selecting a broker would be the skills taught inside. One more thing : things change, I too used to think that, eg if I have selected a bank to go with, I would be rid of further filtering activities for the rest of my life, but no,... things changed, and have encountered many times, if I am to study again, another bank would have come up with better programs.

Hence, the only thing that stays constant would be the availability of techniques to select, in this context, a brokerage, but well, not the brokerage itself,.. that's just what I think,.. from my experience...

DTCs - yes, they are on the web,... but I'm sure some folks might find the information too much, and they may not know how much of the information is enough to help them, and where to stop. Sometimes, information overload is not a good thing too.
 

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give it up rox. No one in southeast asia is going to buy any shabby course or advisory that you will try to cobble together out of anonymous tips in internet forums.

plus there's too much confused babble in your posts on this thread. Is senility. starting. to. be. a. problem. for. you. rox.
 

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FP,... thank you. Brokerage comparison can be a short chapter, and the techniques of selecting a broker would be the skills taught inside. One more thing : things change, I too used to think that, eg if I have selected a bank to go with, I would be rid of further filtering activities for the rest of my life, but no,... things changed, and have encountered many times, if I am to study again, another bank would have come up with better programs.

Hence, the only thing that stays constant would be the availability of techniques to select, in this context, a brokerage, but well, not the brokerage itself,.. that's just what I think,.. from my experience...

DTCs - yes, they are on the web,... but I'm sure some folks might find the information too much, and they may not know how much of the information is enough to help them, and where to stop. Sometimes, information overload is not a good thing too.
I think your needs might be best served by books. I've actually tossed around the idea of doing a basic "how to get started" book, but if I do it - it won't be available for a couple of years at least. Maybe you can do the research for me? :)

My suggestion is to perhaps list all the topics you want to learn, try to break it down into smaller topics and then start researching. Or maybe just ask for resources/answers here in the forums? Call it a self-study.

With regards to the discount brokerages - as I said, I did a pretty comprehensive post on them, Million Dollar Journey has one as well - the Globe and Mail has their annual rankings - I'm really not sure how much more info you need. There is no such thing as a perfect brokerage - at some point, you narrow down the list according to the features you want and then just go for it.

I've never heard anyone attribute their investing success to their brokerage. :)
 

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I think your needs might be best served by books. I've actually tossed around the idea of doing a basic "how to get started" book, but if I do it - it won't be available for a couple of years at least. Maybe you can do the research for me? :)

My suggestion is to perhaps list all the topics you want to learn, try to break it down into smaller topics and then start researching. Or maybe just ask for resources/answers here in the forums? Call it a self-study.

With regards to the discount brokerages - as I said, I did a pretty comprehensive post on them, Million Dollar Journey has one as well - the Globe and Mail has their annual rankings - I'm really not sure how much more info you need. There is no such thing as a perfect brokerage - at some point, you narrow down the list according to the features you want and then just go for it.

I've never heard anyone attribute their investing success to their brokerage. :)
FP, thank you,... Yes, in bold above, that's is my mind always,.. as a starter, think of all possible problems, list them down, then structure them into tree-like entities. Then we can see how to tackle the different areas and branches of that tree/menu.

Anyway,.. FP,.. I'm kind of losing interest to talk here further wth that dog rambling around my postings,.. yes, I am still reading-up here and there, and doing thought processes too in-between,.. perhaps I can contribute to your book later.

PM me if you think I can still contribute,... thank you for the great talk,....:eek:
 
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