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Part 3: Equities

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Course Prerequisite(s)

About Course

This course is about understanding equities (stocks) and why owning them has become essential in today’s economy. You’ll learn what stocks really are, how they generate wealth, and the tools investors use to evaluate them—such as P/E ratios, debt-to-equity, ROE, and dividend yield. The course explores different stock types (growth, dividend, and value), sector diversification, and practical strategies like buy-and-hold, dollar-cost averaging, and index investing. It also covers the emotional side of investing—how to manage fear, greed, and uncertainty while staying focused on long-term goals.

Why it’s important: Unlike previous generations, wages and savings accounts alone are no longer enough to build wealth. Today’s economy rewards asset ownership, and stocks are one of the most powerful tools for keeping pace with inflation and participating in global growth. By learning how to invest wisely, you’ll gain the knowledge and confidence to build long-term financial security and put yourself on the right side of the wealth equation.

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What Will You Learn?

  • Stocks Are No Longer Optional: Unlike previous generations, modern wages rarely keep up with asset inflation, making stock ownership essential to preserve and grow wealth.
  • Economic Forces Amplify Equity Importance: Network effects, winner-take-all markets, and quantitative easing channel most economic growth to shareholders rather than wage earners.
  • Stocks Represent Real Ownership: Buying a share means owning a piece of a company that produces goods, services, and profits. This ownership is now a primary way to participate in wealth creation.
  • Valuation Metrics Matter: Key ratios like P/E, P/B, D/E, ROE, current ratio, and dividend yield help assess a company’s financial health, growth potential, and income prospects.
  • Risk Management: Diversification, long-term investing, and understanding both visible (price swings) and hidden (inflation erosion) risks are critical to building wealth in equities.
  • Market Indicators: Major indices (S&P/TSX, S&P 500, Dow Jones) reflect the overall economy and provide benchmarks for investment performance.
  • Stock Types: Growth stocks reinvest profits to expand rapidly, offering high upside potential but higher risk; dividend and value stocks provide income and stability.

Course Content

Resource File

  • Resource File

Why Your Grandparents Could Skip Stocks (But You Can’t)

What Stocks Actually Are (And Why They Matter More Now)

Financial Ratios and Why They Matter When it Comes to Purchasing Stocks

Stock Valuation: What’s a Company Actually Worth?

Risk vs. Reward: The New Math

Market Indicators: Your Financial GPS

Types of Stocks: Building Your Portfolio

Sector Considerations: Spreading Your Bets

Investment Strategies: Finding Your Approach

Building Your Stock Portfolio: A Practical Guide

The Emotional Game: Managing Your Psychology

The Bottom Line: Your Financial Future

Final Quiz

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