Financial WISDOM: Investing Made Easy C E1147

When: Thursdays, 8:45–9:45 am, 1 October – 5 November
Who: Grade 9 and up
Where: Online via Microsoft Teams

Investing can be overwhelming, but it is also essential to our financial futures. Investing is unavoidable: it affects us and our families both directly and indirectly, and the investment industry itself is enormous. Globally, investment markets are worth hundreds of trillions of dollars. Whether we like it or not, investing is a fundamental part of life in the twenty-first century. In this course, Travis Callaway will make investing easy to understand, using practical examples and real-life scenarios to help students learn how to invest their own money responsibly. The course includes six lessons, each focusing on a different part of the overall investment puzzle.

A minimum of five registrants is required for this workshop to run.

Course outline for Financial WISDOM: Investing Made Easy

Class 1 — What Is Investing?

Class 2 — Understanding Canadian Investment Accounts

Class 3 — Stocks, ETFs, Index Funds, and How the Stock Market Works

Class 4 — Lower-Risk Investments

Class 5 — Real Estate, REITs, and Alternative Investments

Class 6 — Building an Investment Plan for Teens

Looking to achieve CALM outcomes?

Money and Finance Made Easy aligns very well with General Outcome 2: Resource Choices of CALM 20 by covering banking, budgeting, credit, saving, investing, and real-world financial decisions, helping students learn to use their financial resources prudently, while Investing Made Easy builds depth in the saving and investing portion of this outcome. Signing up for both courses would offer a comprehensive foundation in financial literacy that meaningfully supports the CALM 20 General Outcome 2: Resource Choices. Additional supplementation of learning activities may be necessary. Please consult the Alberta Program of Studies for more information. 

Participating in the Financial WISDOM: Starting Your Own Business Workshop will help you achieve many of the specific learning outcomes associated with CALM 20 within the General Outcome 3: Career & Life Choices. The strongest alignment with the CALM outcomes is in the areas of exploring and advancing careers through entrepreneurship, as well as in developing planning and decision-making skills essential for lifelong career growth. Additional supplementation of learning activities may be necessary. Please consult the Alberta Program of Studies for more information.

Instructor Bio: Travis earned a Bachelor of Arts in Law & Society at the University of Calgary, a Master of Business Administration in Finance at Durham University in England, the Chartered Financial Analyst designation and is currently completing a Master of Theological Studies at the University of Toronto. He has worked in the advertising, technology start-ups, real estate and higher education industries in addition to working in the finance and investment industries. He was previously Vice President of Finance for an AI-dependent technology business and a venture capitalist who invested in multiple AI start-up companies in Canada, the United States, Europe and Latin America. He teaches at both the University of Calgary's medical school and Mount Royal University's business school.