About the Program
Strategic Wealth is pleased to confirm that you have been nominated to participate in an online training program offered by Strategic Wealth starting in March 2022.
The GLIF Investment Program is aimed at introducing investment concepts to participants and is meant to impart information at a practical level that will allow participants to understand what goes into an investment portfolio as well as the key investment elements. This is not an expert level course and is suitable for learners who are new to investments as well as more advanced learners who would like a recap on some of the basics.
The course is built around retirement funds, so there will be some specific references to applicable legislation, however, all of the investment concepts and learning remain fundamentally the same and will be applicable to GLIF.
Program Agenda and Timeline:
Date 2022 |
Program Details |
Study Method |
Mid-March |
Introduction to the Program; Program Instructions & Introduction to GLIF
|
2-3hrs Live Teams session |
|---|---|---|
|
April |
Investment 1 – Introduction Investment to Concepts |
Online Self Study |
|
May |
Investment 2 - Key Investment Concepts |
Online Self Study |
|
June |
Investments 3 - Investment Monitoring & Evaluation |
Online Self Study |
|
July |
Investment 4 - Financial Markets & Products |
Online Self Study |
|
July |
Recap of first 4 Modules; Questions & Issues |
2-3hrs Live Teams session |
|
August |
Investment 5 - Fund Finance & Accounting |
Online Self Study |
|
September |
Investment 6 - Investment Administration |
Online Self Study |
|
October |
Investment 7 - Committee Oversight & Processes |
Online Self Study |
|
November |
Investment 8 - Case Studies |
Online Self Study |
|
November |
Recap of last 4 Modules; Questions & Issues |
2-3hrs Live Teams session |
