Investing Bootcampwith Nanci Murdock, CFA
A free, 30-day training that has helped hundreds of new investors (mostly women!) learn how to invest on their own. Ready to join?
“Nanci’s knowledge and vibrant energy shine throughout every lesson of this course. She makes complex concepts easy to understand and a potentially boring topic fascinating. I have learned so much. The content is compelling and made me want to take action straight away. It’s awesome!”
For years, I supported family members, friends, and colleagues with their portfolios— many who had recently found themselves with a large sum of money from divorce, house sale or bonus from work.
It never ceased to amaze me how many of these brilliant and intelligent women assumed that going to the bank would be their best course of action.
(hint: it most definitely is not.)
When I moved 100% into money coaching, I started to have conversations with many, many more women and was shocked to realize how many women were holding six-figure portfolios, chock full with high-fee mutual funds. It was these conversations that made me realize what my clients needed from me was better (and independent!) investor literacy.
And with these eight lessons (+bonus!) I’ve prepared for you, I’ve delivered. You will learn the basics of financial markets, including asset allocation, RRSP or TFSA, and mutual funds vs. ETFs. More than enough to get started building a portfolio of your own, or to better communicate with your Financial Advisor. You will not be disappointed!
About The Teacher
I’m Nanci Murdock, and for the last two decades, I’ve been teaching people how to invest. I started out as a Financial Advisor in Victoria, B.C., and, after several successful years, relocated to Montreal, Q.C., to join BCA Research, the world’s largest provider of independent investment research.
I loved my time at BCA, but I am fanatical about teaching Canadians to invest, on their own, and without a financial advisor. So many investors (myself included for several years) are holding mutual funds with complicated, hidden and high fees. This course will show you there is a better way.
In addition to this course, I also write and publish weekly for my audiences at
themoneycoach.com and The Huffington Post. I’m also the founder of Zero to Portfolio, An Investing MasterClass. I live and work in Montreal, Q.C. with my common-law husband and two sons.
Here’s what you’ll learn…
I’ve designed this course to give you a start-to-finish roadmap for learning to invest. Each lesson is short, value-packed, and takes about 7-10 minutes to read. I’ve also included an action step with each lesson that will help you get started in building your investment portfolio.
A Primer on Compound Interest
Mutual Funds 101
An Introduction to ETFs
Understanding the Dreaded MER
Bonds? I’ll take one, Thanks!
So You Want to Own Stocks? Me too!
Why Asset Allocation will be Your Most Important Decision
Addressing the Question I am Asked Most: RRSP or TFSA?
Why Dividends Should be your new BFF