Education > Discovery Course
The Financial Discovery Course
Designed and hosted by our team lead, Jennifer Jackson, the Financial Discovery course takes the central principles of our planning, investing and retirement approach and presents them in a clear, simple format.
Along with Jennifer's direction and insights, participants also gain the following:
- Strategies for improving returns in stock, bond and mutual fund investing
- Tools to build your own financial plan
- The Jackson Group’s essential planning strategies
- Three comprehensive workbooks
- Opportunity to complete a customized retirement plan
Course Outline:
Section 1: Introduction to Investing
- Why Save?
- The Five Principles of Saving
- The Capital Markets
- Stocks, Bonds and Mutual Funds
Section 2: The Key to Investment Success
- Understanding Returns
- The Importance of Staying Invested
- Understanding Risk
- Diversification
Section 3: Saving for Retirement & Financial Planning Strategies
- Introduction to RRSPs & TFSAs
- How to Develop a Financial Roadmap
- Retirement Income Planning
- Basic Estate Preparation
- Insurance Analysis
- Will Planning
Section 4: Education Funding
