Module 7: Investment Products

taught by Aman Raina, MBA
  • 31 Videos
  • 2 Texts
  • 1 Audio
  • 1 Download
  • 2.0 hrs

Course Curriculum

Introduction and Administration Items
Administration Items
Module Slides Download
Module 7 - Podcast Version
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Finance Makes The World Go Round
Slide 1
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How Can You Invest Your Savings?
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Core Investment Products/Vehicles
Slide 3
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Slide 4
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Bonds (continued)
Slide 5
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Bonds (continued)
Slide 6
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Individual Stocks
Slide 7
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Individual Stocks (continued)
Slide 8
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Individual Stocks (continued)
Slide 9
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Individual Stocks (continued)
Slide 10
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Roadmap For Evaluating Stocks
Slide 11
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Mutual Funds
Slide 12
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Mutual Funds (continued)
Slide 13
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Exchange Traded Funds (ETF's)
Slide 14
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Exchange Traded Funds (continued)
Slide 15
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Exchange Traded Funds (continued)
Slide 16
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Costs of Investing
Slide 17
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The Risk/Reward Conundrum
Silde 18
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Active vs Passive Investing
Slide 19
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Holding Your Investments - Piggy Banks
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Holding Your Investments - Cash Accounts
Slide 21
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Holding Your Investments - RRSP's
Slide 22
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Holding Your Investments - TFSA's
Slide 23
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Holding Your Investments - RESP's
Slide 24
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Holding Your Investments - RDSP's
Slide 25
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Holding Your Investments - Roth IRA's
Slide 26
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Holding Your Investments - 401K's
Slide 27
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What Do We Know Now?
Slide 28
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Slide 29
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Final Thoughts
Final Thoughts
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Module Evaluation
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Module 6: Making the Investment Decision
Module 5: Measuring The Value of Stocks
Module 4: Measuring Risk In Stocks
Module 3: Understanding The External Investing Environment
Module 2: Reading and Interpreting Financial Statements
Module 1: Principles of Capitalism and Investing
Everyday Investing Bundle

Course description

In this module we will discuss the various types of investment products that are available to us. The financial services industry is constantly developing and selling different types of investment products that cater to all kinds of people with with investment goals and risk tolerances.

While individual stocks is one type of investment product, there are a plethora of investment products that offer a similar value proposition but in a different format. In this module, we’re going to zoom up a bit and look at some of these other investment products that are worthy of consideration.

There are literally hundreds and thousands of investment products out there and it can be very overwhelming on where to start and also importantly determine if they are adequate for our personal financial goals. The goal for this module is to filter down the thousands of asset products into some key investment vehicles.

Finally we will examine some of the "piggy banks" that are available for Canadian and US investors to hold or store our investments within.

Estimated Course Time: 2 hours 15 minutes

Math-i-ness Factor: (1=No Math, just concepts, 10=breakout the spreadsheets and calculators)

5 - A little bit of math from more of a regulation perspective. Little in the way of number crunching.

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Aman Raina, MBA
Aman Raina, MBA
Investment Coach and Founder - Sage Investors

I help new and experienced investors who want to be financially secure but feel confused , intimidated and uninformed by the investing world. They either don’t know where to begin or feel that they are not making enough progress with their investments. I teach and engage with them in how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence.

Over the years, I have met numerous investors who have shared their stories about how financial institutions have failed them in providing appropriate guidance for their investment portfolios. Many have gone on to lose significant portions of their savings, leading to financial and emotional hardships, while the institutions that should be helping them are enjoying massive profits. I believe there is a serious disconnect here and this is not healthy for our society.

My call to action

The people that I saw requiring the most assistance was hard working people like yourself, who after several stock market meltdowns have decided they want to take control of their financial destiny.

Sage Investors is Born

After investing for 20 years, I really believe deep down that investing is a lot easier than what the industry makes it out to be and any person can become really good at investing if they have the right education, motivation, and support. With that I created Sage Investors with a goal of creating an army of empowered and successful Sage Investors!

I've seen it first hand in the people I've worked with. When I started working with people, they knew nothing about investing, but with hard work and commitment to learning the mechanics and emotional aspects of investing, I see them now as confident investors who are building a meaningful nest egg for their future on their own.

I see them happy that their hard earned savings are growing meaningfully for them.

They have hope.

They have hope that that they have a good chance of having some financial flexibility to achieve their own personal and family goals.

I have gained so much admiration and greater satisfaction in helping these hard working people achieve some level of financial freedom in their lives. The best part is when I help someone on their investing journey, I am learning something new about investing that helps me. What a win-win!

I look forward to having an opportunity to work with you.

To your future investing success!

Aman has appeared on a variety of media outlets including financial print media as well as podcasts.

Sage Investors is based out of Toronto, Canada

Aman Raina, MBA

Investment Coach and Founder - Sage Investors

Twitter: @sageinvestors