Financial Skills for the Real World Series: Prospectus & Fund Facts


Burnside Hall 805 rue Sherbrooke Ouest, Montreal, QC, H3A 0B9, CA

Do you want to buy a mutual fund or ETF but are unsure how to make sense of all of the documentation provided? Do you want to find out where to go to locate relevant audited financial statements or the full prospectus details of a fund? If you are interested in investing in the exempt market, what should you look out for? This advanced workshop will answer these questions and more. Lastly, we will briefly highlight key features and potential pitfalls of various "trendy" investment vehicles such as lithium stocks, marijuana stocks, and binary options.

Note: It is recommended to attend the Investing & Taxation workshop beforehand or have equivalent prior knowledge of the basics of stocks, mutual funds, and Canada's tax system.

Register here >>

Learning Outcomes:

  • Learn how to make sense of key information covered in mutual fund & ETF fact sheets.
  • Be able to locate relevant information found in common financial documents regarding portfolio performance, fund allocation, and fees charged.
  • Familiarize yourself with key features and potential pitfalls of some "trendy" investments.
  • Learn about the exempt market.