Course curriculum

    1. Buy Your First Car

    2. What to Know Before Buying Your First Car

    3. How Much Should Your Car Cost You and What is the Best Way to Purchase Your First Car?

    4. Assignment 1: Buy Your First Car

    5. New Vs. Used; Gas Vs. Electric

    6. New Vs. Used; Gas Vs. Electric Considerations

    7. In Summary

    8. Car Buying Checklist

    9. Assignment 2: Buy Your First Car

    10. Lease Vs. Buy

    11. Assignment 3: Lease Vs. Buy

    12. Key Takeaways of Module 5:

    13. Test Your Knowledge

    14. Test Your Knowledge: Part 2

    15. Your Feedback and Perspective:

    1. Proceeding with Module 6:

    2. Owning Your First Home

    3. Home Ownership Math Introduction

    4. Understanding The Math of Home Ownership: Part 1

    5. Assignment #1: Home Ownership Math

    6. Understanding The Math of Home Ownership: Part 2

    7. Assignment #2: Understanding The Math of Home Ownership

    8. Understanding The Math of Home Ownership: Part 3

    9. Assignment #3: Understanding The Math of Home Ownership

    10. Home Ownership Terminology

    11. Key Takeaways for Module 6

    12. The Three House Rule

    13. Rental Properties: How Rental Income is Taxed

    14. Your FHSA

    15. Test Your Knowledge: Home Ownership

    16. Your Feedback and Perspective:

    1. How and When to Invest Your Hard Earned Money

    2. The Basics of Investing

    3. Types of Investments

    4. Stocks

    5. Bonds and GIC's

    6. Stock vs Bonds

    7. Exchange Traded Funds and Mutual Funds

    8. Building a Portfolio

    9. Assignment #1: Do You Own Any Investments Today?

    10. Types of Registration Categories

    11. Assignment #2: Do You Work With Certain Advisors Today?

    12. Read the Article: Tax-Efficient Order of Investing

    13. Different Types of Financial Tools

    14. RRSP

    15. TFSA

    16. RESP

    17. FHSA

    18. LIRA

    19. Taxable Accounts Vs. Tax-Sheltered Accounts

    20. Assignment #4: How much available contribution room do you have for your RRSP, TFSA, RESP and FHSA programs?

    21. Assignment #5: Understanding Your Personal Risk Portfolio

    22. The Next Steps to Building A Portfolio

    23. Key Takeaways

    24. Your Feedback and Perspective:

    1. Risk Management and Insurance

    2. Managing Your Financial Risk

    3. Basics of Insurance

    4. What is Life Insurance?

    5. How Does Personal Life Insurance Coverage Work?

    6. How Much is Enough Life Insurance?

    7. How Much Does Life Insurance Cost?

    8. When Should I Buy Life Insurance?

    9. Life Insurance Assignment

    10. Life Insurance Terminology

    11. What is Disability Income Insurance?

    12. How Does Disability Insurance Work?

    13. How Much Disability Insurance is Enough?

    14. How Much Does Disability Insurance Cost?

    15. When Should You Buy Disability Insurance?

    16. Disability Insurance Assignment

    17. Disability Insurance Terminology

    18. Critical Illness Insurance

    19. Lifestyle Activities That Can Inhibit Your Ability To Buy Insurance

    20. Your Will and POA

    21. Your Lifetime Insurance Portfolio

    22. Quiz

    23. Key Takeaways

Course Content

  • $497.00
  • 78 lessons
  • 1.5 hours of video content

Your Instructor

Douglas V. Nelson (B.Comm.(hons.), CFP, CLU, MFA, CIM, RWM)

Douglas Nelson is a seasoned financial advisor based in Winnipeg, Canada. He is the President and Senior Financial Planner of Nelson Financial Planning Corp. Nelson Financial Planning Corp. is a member of the Nelson group of companies, otherwise known as Nelson Financial Consultants. The origins of the Nelson group date back to 1966 when Vernon, Doug’s father, began his career in the financial services industry. Doug joined the firm in 1992. Nelson Financial Consultants is a financial services boutique providing a greater depth of services for a smaller group of clients. Our typical clients include entrepreneurs, family businesses, executives, professionals and their family. In Doug’s role as the Senior Financial Planner, Doug will work with you to develop your overall financial game plan and strategy. Doug’s team will then assist you in implementing the various components of your financial plan.