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Welcome to the GLIF Investment Program

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