Investment Awareness Through Education
Building financial literacy with evidence-based learning approaches that connect theory to real-world market understanding
Three Learning Pathways
Each pathway focuses on different aspects of investment awareness, from fundamental concepts to advanced market analysis techniques
Foundation Track
Start with basic investment concepts, risk assessment, and portfolio theory. You'll explore historical market patterns and learn to interpret financial statements through guided case studies.
6-8 MonthsAnalysis Track
Focus on technical and fundamental analysis methods. Students examine market trends, valuation models, and economic indicators through hands-on research projects.
8-10 MonthsStrategy Track
Advanced concepts including asset allocation, behavioral finance, and portfolio management. Includes comprehensive capstone project demonstrating integrated knowledge.
10-12 MonthsHow Our Approach Differs
Curriculum Structure
Our structured approach builds knowledge progressively, with each phase preparing you for more advanced concepts
Market Fundamentals
Introduction to financial markets, investment vehicles, and basic terminology. Students complete exercises analyzing different asset classes and their historical performance patterns.
Risk & Return Analysis
Deep dive into risk measurement, correlation analysis, and return calculations. Includes practical workshops using spreadsheet models to evaluate investment scenarios.
Valuation Methods
Learn various valuation approaches including discounted cash flow, comparable company analysis, and ratio-based methods through real company case studies.
Portfolio Construction
Modern portfolio theory, diversification strategies, and asset allocation models. Students build sample portfolios and analyze their risk-return characteristics.
Program Recognition
Our curriculum meets educational standards and maintains partnerships with industry organizations
CFA Institute Content
Curriculum aligns with CFA Institute standards for investment knowledge, covering ethics, quantitative methods, and portfolio management principles.
Academic Partnerships
Collaborates with University of Alberta's Finance Department for guest lectures and access to research databases for student projects.
Continuing Education
Approved for continuing education credits by several professional associations including the Canadian Securities Institute.
Research Access
Students gain access to Bloomberg Terminal data and Morningstar Direct for hands-on experience with professional investment tools.
The case study approach really helped me understand how theoretical concepts apply in real situations. Working through actual company financials and market scenarios gave me confidence to analyze investments independently.
Next Cohort Begins September 2025
Applications for fall enrollment are now being accepted. Each track has limited capacity to maintain our small cohort learning environment.