Course Outline

What’s Covered in This Course? 

1. Introduction to Stocks & the Stock Market 

• What is a stock and the stock market?

• How do stocks gain and lose value?

2. Getting Started with Trading 

• Where to go and whom to contact for trading stocks?

• How to open a trading account?

• What documents are needed to open a trading account?

• What are the different types of trading accounts?

• How much money is needed to start trading stocks?

3. Choosing a Broker & Managing Costs 

• How to select a broker?

• What are the types of stockbrokers and their services?

• Broker commissions and fees—what about commission-free trading?

• How to minimize trading costs?

• How to trade U.S. stocks in CAD without paying forex exchange fees?

4. Trading Stocks Online 

•  How to trade stocks online?

• How to place different types of buy and sell orders?

• How to read a stock table and use the information in trading?

5. Investment Strategies & Risk Management

•  How to select good companies to invest in?

• How to minimize losses in trading?

• How to automate your investment?

6. ETFs, Dividends & Tax Considerations 

• What is an ETF, and how to select the right ETF?

• What is a Dividend Reinvestment Plan (DRIP)?

• What are the tax implications on profits and losses?

• TFSA and stock trading—how to trade with zero tax?