Start here: the three-step path
New to investing? Take these in order.
Beginner
Start here if you have never bought a stock. By the end you will understand what you own, what moves it, and what risk actually means — and you will have used four of our tools on real companies.
- What a stock is and how the market works
- ETFs, index funds and why fees matter
- Dividends, bonds and diversification
- Interest rates and volatility, without the panic
Intermediate
For when you own a few things and want to stop guessing. Reading charts and earnings, judging what you pay, choosing accounts, and turning what you know into an actual portfolio.
- Reading charts and earnings reports
- The P/E ratio and what you are paying for
- Accounts, tax shelters and fees
- Building and sizing a real portfolio
Advanced
Picking individual companies with a written thesis and a risk budget — using Quorum to screen, and the Notebook to hold yourself to what you said.
- Valuation and spotting value traps
- Macro, cycles and sector rotation
- Screening for value with Quorum
- Rebalancing, tax and writing a thesis
Specialist courses
Go deep on one subject — take any of them, in any order. Each has a final exam and a certificate.
Master Your Money
The three courses above teach you to invest. This one teaches everything around it — how much to save, which account to fill first, what fees really cost, and how each kind of income is taxed. Every figure is a verified 2026 number.
- Cash flow, savings rate and compounding
- TFSA, RRSP and FHSA — which to fill first
- How each type of investment income is taxed
- Retirement drawdown, plus a plan you can print
How to Price a Stock
A deeper, standalone course for when you want to value a company yourself — with Canadian (TSX) and US worked examples, quizzes throughout and a final exam.
- Multiples, ratios and comparable companies
- The dividend discount model
- A full step-by-step DCF, then scenarios
- Banks, REITs, resources and margin of safety
Manage Your Risk
Everything above teaches you what to buy. This one teaches how much, what it costs you when you are wrong, and how you get out — the half of investing that decides whether you are still here in ten years.
- Drawdown arithmetic and volatility drag
- Correlation, and where diversification stops working
- Position sizing from a real risk budget
- Leverage, exit rules and a written risk policy
Dividends & Income
A dividend is not free money, the highest yield on the screen is usually the most dangerous one on it, and the account you hold a stock in can change your after-tax income by a fifth. The mechanics, the safety analysis and the Canadian tax rules.
- Payout ratios and dividend-cut warning signs
- The gross-up, the tax credit and US withholding
- REITs, FFO/AFFO and return of capital
- Covered-call ETFs, and building an income portfolio
Paper Trading Lab
Reading about investing and doing it are different skills. Every module here ends with a mission in our $100,000 paper trading account — so you build a real plan, place real orders at live prices, and find out honestly whether your approach beats doing nothing.
- Market, limit and stop orders, and the spread
- Building and sizing a starter portfolio
- Average cost, realized and unrealized P&L
- Drawdown rules, a trade journal and honest benchmarking
ETF Investing
Most people don’t need to pick stocks. They need one to three low-cost funds, the right mix for their timeline, and a plan they’ll follow. Eight short modules by Elizabeta Dimoska take you from “what is an ETF?” to a finished portfolio.
- What’s inside an ETF: indexes, weighting and overlap
- Fees, spreads and how costs compound
- Choosing a stock and bond mix; one fund or three
- Buying, tax, rebalancing and the ETFs to be careful with
Course photos, cropped: Arild Vågen (CC BY-SA 4.0), Arild Vågen (CC BY-SA 4.0), Luca Marfè (CC BY 2.0), Ank Kumar (CC BY-SA 4.0), Ank Kumar (CC BY-SA 4.0), nappa (CC BY 2.0), via Wikimedia Commons. Other photos are public domain.