LEARN TO INVEST BY YOURSELF

Finally, a step-by-step course that teaches you how to invest on your own. Giving you financial security, peace of mind and saving you thousands of dollars in fees.

Let’s get started.

Are you ready to overcome a fear of investing? Are you worried you put too much trust in your bank or financial advisor?  Do you feel you aren’t “rich” enough (yet!) to start a portfolio?

Here’s The Story:

I’ve been working in the financial industry for over 20 years, and I’ve helped countless women learn the fundamentals of successful investing.

Let’s face it: as Canadians, we don’t receive a financial education at school, and most investor training is provided by the financial industry, who has a vested interest in selling us their products and services.

If you’re anything like the majority of my colleagues, friends, (even family!), you started investing at your bank or with a financial advisor that specializes in mutual funds. It was easy. Almost everyone does it.

But maybe what you didn’t know is that most funds have incredibly complex and hidden fees, costing otherwise smart and intelligent investors thousands of dollars each year. I have seen far too many women taken advantage of by the financial and insurance industries. The situation has gone on too long and needs to change.

This is why I created Zero to Portfolio: an easy-to-follow, step-by-step, independent investing course for Canadians. To be clear: you will not find any products or services sold within the course, and I am not associated with a bank or financial firm.

Nanci K. Murdock, CFA

I’m a Montreal-based financial blogger at The Money Coach. I help women learn to invest and help them to achieve financial independence. More.

So let’s see if this course is for you.

Do you have investments? Do you receive monthly or quarterly statements that you toss into a drawer, with a well-intentioned plan to deal with them later?

You’re not alone.

I want to help you dig out those statements and start going through them. And get the peace of mind that comes with understanding your financial situation. Because that’s the foundation you need to build financial security. Even if it can be uncomfortable or intimidating to open that drawer.

The point is that you are likely paying fees that you aren’t aware of. Because that’s how the system is set up. Let’s fix that.

Or maybe you haven’t gotten started yet with investing. Maybe it feels scary to take the first step. Or confusing. Perhaps you don’t feel like you’re rich enough yet. Or maybe you just haven’t had the time.

We can work with that. No matter your reasons, it has never been easier or more important to start building a portfolio for the future. This course will show you how.

In summary, the question I get asked most is:

Nanci, I want to start investing—I should just go to the bank, right?  

..and my answer is: 

When it comes to investing, the absolute last place you should go is the bank. The best option by far is to learn to invest. By yourself. And then you can decide if you want to work with a financial planner. On your terms.

So what could you do besides going to the bank for hiring a financial planner?

You could learn to invest. By yourself.

Whether you have a fear of investing, or you feel like you’re not rich enough to start a portfolio, Zero to Portfolio will give you the tools you need to become a wealthy and informed investor.

Introducing

Z2P_logo_350x60_pinkAn Investing MasterClass

with NANCI K. MURDOCK, CFA

Zero to Portfolio is step-by-step, easy to follow, investing course, for new investors, and anyone looking to better understand their investments.

It will teach you everything you need to know to create and build a low-fee, well-diversified investment portfolio.

It will show you how to choose your investments, maintain your portfolio (in less than an hour s a year), read and understand your statements, and track your returns.

And it’s the only one of its kind in Canada.

This course distills my 20-years of experience and training to deliver a straightforward guide that will put you on the fast track to investing success.

Beautiful & Functional: Gorgeous, custom slides and templates mean the course looks great and is a joy to watch. Responsive design allows you to view the videos and supplementary content on any screen size, including an iPhone! Or? Listen in your car and catch up with the slides later.

 

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Learn at your own pace:  All 10 modules are available for immediate download and are also saved in the cloud. With lifetime access and unlimited updates, the course material is available to you 24/7. Take 10 weeks, or take 10 months. But don’t take too long—you need to get that compound interest thing happening for you!

Easy to navigate:  Put away the Google Maps! Zero to Portfolio is super simple to access and find your way around.  Each modules—and the 3-4 lessons within each module—are available from several menus, including a custom dashboard.

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What you will be able to accomplish after Zero to Portfolio

  • Build a well-diversified, low-fee investment portfolio
  • Understand your monthly account statements
  • Keep track of your gains—including dividends
  • Take care of your portfolio in just 30 minutes a year
  • Fire your financial advisor (but only if you want to!)

WHAT YOU WILL LEARN

COURSE MODULES

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Introduction to Asset Classes

A deep dive into the primary asset classes: cash, bonds and stocks, along with a discussion of secondary asset classes such as oil, gold, real estate, and shoes. (ok, just kidding on that last one! ). This first module includes lessons on two of the most important concepts in investing: compound interest and asset allocation.

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ETFs and Mutual Funds Explained

If you are going to invest in mutual funds, there is probably not a worse country you could choose than Canada. Bring a flashlight, because we are going to walk through the dark side of the industry. But also grab some sunglasses, as there is some serious light at the end of the tunnel.

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Looking At Your Risk Profile

You would be hard pressed to find a financial expert that didn’t support the opinion that asset allocation is one of the most important decisions you can make in determining your investing success.  And you can’t have a discussion about asset allocation, without talking about risk.  We’ll have that conversation here.

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TFSA or RRSP?

In this module, we will examine the account options available to Canadian investors.  While the discussion will primarily be a comparison of the TFSA and RRSP accounts, there are details on cash, margin, RESP and RRIF accounts.  No stone account left unturned!

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Opening Your Investment Account

Watch over my shoulder as we navigate to Questrade, one of Canada’s leading online brokerage firms, and open a Tax Free Savings Account (TFSA). I will take you step-by-step through the account opening process, until—in just 20-30 minutes—you have your account open!

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Seven Keys To Investing Success

From setting your objectives, having a plan, diversification and asset allocation, I will walk you through the seven keys to becoming and staying a successful investor. This single module is going to help you put all of the puzzle pieces together and give you laser focus for the future.

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Interest, Dividends and Capital Gains

Together we are going to walk through the three way your investment portfolio grows.  From cash and bond interest, stock dividends and growth through capital gains (and sometimes *sigh* losses), after completing this model you will have a solid understanding of portfolio returns.

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Tracking and Monitoring your Portfolio

You’ve opened your account, bought your ETFs, and moved on with your incredible life—now what? Let me get you started with a solid foundation so checking the important stats takes just a few minutes. Oh, and we are going to go line by line through an account statement.

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Rebalancing Your Portfolio

You know how you know you are supposed to eat 30% carbs, 30% fat and 40% protein, but then vacation happens and everything gets out of whack. Well yeah, sometimes this will happen to your portfolio (but with less chocolate). In this module I’ll show you how to whip it back into shape.

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Case Studies

..and here is where it all comes together! I will walk you step-by-step through the financial plans and investment strategies of three separate women.  Each at a distinct stage in her life and with varying priorities and goals.  Whether you are just starting out or are already a seasoned investor, I guarantee you will learn from this module.

WHAT’S IN THE (VIRTUAL) BOX

WHAT YOU GET

10 Power-Packed Modules

With just the right amount of information, Zero to Portfolio is designed to give you all the investing fundamentals, including TFSAs, RRSPs, asset allocation, and diversification.  But most importantly, it’s step-by-step and easy to understand. I think of it as everything you need and nothing you don’t.

  • How to open your first investment account
  • How to structure a well-balanced low-risk portfolio
  • How to read your monthly account statements
  • How to track your annual returns (including dividends)
  • How to rebalance your portfolio (only once per year!)
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Video Tutorials

As we know, it can be easier to learn and follow along with a video compared to text. As such, I’ve created a series of high-quality HD videos that go along with each section in the step-by-step guide. Just follow along and you’ll be choosing smart investment options in no time.

Cheat Sheets, Checklists & Templates!

Zero to Portfolio is chock full of checklists, cheat sheets and templates designed to simplify and summarize key concepts. All sheets are provided as downloadable PDFs. Use them to guide your learning, follow along, and take notes.

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Unlimited Updates

As long as I’m publishing this course, you will be entitled to unlimited updates. New lessons, new templates, new cheatsheets, and even entire new modules: you will have access to every single update.

Lifetime Access

Zero to Portfolio never expires, and you have lifetime access. Take as long as you need to work through the modules. Come back and take advantage of our unlimited updates. As a member of the Zero to Portfolio family, the course will always be available to you 24 hours a day, seven days a week.

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Unlimited Tech/Email Support

Zero to Portfolio is designed to be straightforward and easy to navigate, but if you have any tech issues, send us an email and we’ll be happy to get it sorted.

THE CHERRY ON TOP (BONUSES!)

1

Monthly Q&A Calls

Students will have a private link to ask questions on investing. Each month, I will provide a 60-90-minute call where I have taken the time to answer the most relevant questions, for the benefit of all students. Think of it as your own private podcast where you get answers to your most pressing questions.

2

Personalized Investing Blueprint

My designer, developer and I have built the coolest interactive investment policy statement (ISP).  How is that a bonus—and what the heck is an ISP? After working through your risk profile, the ISP is a roadmap to keep you focused and on target. Trust me, you’re gonna like this one.

3

Stock Charts Explained

Ever wonder what the green and red lines are on those charts they are always showing on TV? Or printing in the newspaper? Heard them in the movies talk about “support and resistance”? In this bonus module, I am going to show you (in about 15 minutes) pretty much everything you will even need to know about charts. Fun!

4

The Zero to Portfolio Budgeting Worksheet

While this is not a budgeting course per se, I often receive emails from people struggling to figure out where the heck their money goes each month. And let’s be honest, cutting a little financial fat from our diet gives us more money available to invest without making any drastic lifestyle changes.

WHO IS THIS COURSE FOR?

WHO IS ZERO TO PORTFOLIO FOR?

This course is for you if you are ready to take control of your financial future. If you are willing to take a few hours a week for even just one month to learn new concepts and potentially thousands of dollars to your future monthly income, this course is for you. 

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The Upstart

You’re not scared, not worried—you’ve just been waiting for the right learning opportunity. You are motivated and can’t wait to get started. You’ve got this!

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The Had Enough

You know you’re probably overpaying for your investments.  Your account has hardly budged in years, but every time you ask your advisor, you can’t get a straight answer.

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The Procrastinator

You have been meaning to start investing—you know it is important. You have been worried you might not be saving enough money, but you think there is still time for all that later.

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The Rebel

There is no way you are going to pay for a financial advisor’s next Mercedes. You know all of this information is on Google, but you want it packaged in one place, just for you.

Who Is The Course Not For?

This course is not for you if you are looking for a get rich quick scheme.  This is probably not the right time if you are struggling with excessive debt or are having trouble covering your basic expenses. This course is not for you if you are not ready to make a commitment to learning and an investment in yourself.

Plans and Pricing

Zero to Portfolio is the transformative, step-by-step and easy to follow investing guide that you have been waiting for. If you have been striving for financial security and peace of mind, but find yourself overwhelmed or confused by your investing options—you are in the right place. 

Pricing Options And What Do I Do Next?

True story: My neighbour Kelly recently came to me with a manila file full of monthly statements. Together we sorted through them, went through her current mutual funds line-by-line, and by the end of our 2-hour visit, Kelly’s worst fears were confirmed.  In just 5 years, she had paid her mutual fund company over $29,000 in fees she was not aware of.

Had she held this portfolio for 20 years, the amount she would have paid in excess fees—versus a comparable risk/return portfolio—would have been over $147,000.

In Zero to Portfolio, you get the tools to ensure that what happened to Kelly will not happen to you. 

In order to make the course accessible to as many students as possible, I have done my best to price Zero to Portfolio as affordably as I can—with three separate pricing options.  I am confident that the lessons in the course are so valuable that the course fee will pay for itself over and over again.  

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30-Day Money Back Guarantee. Zero Risk. I want to make learning how to invest and watching your portfolio grow as easy as possible. And I stand behind Zero to Portfolio. Learn and enjoy for the course 30 days and if you aren’t happy, I will refund 100% of your money. I know you will love it, but, yes, that’s a 30-day money back guarantee.

FREQUENTLY ASKED QUESTIONS

Is previous investing experience required?

No! The course is designed for any person that is learning about investing for the first time. Definitions, concepts, and steps are all explained in detail. Cheat sheets and checklists are provided for summary and review—everyone is welcome.

Should I expect any costs in addition to the course fee?

No. There are absolutely no ongoing or extra fees. As mentioned above, this is an investment course, and so therefore it would be optimal to have $$$ for investment. However, those funds are optional and will, of course, remain with you!

What will I be able to accomplish after I have completed the course?

You will be able to build, understand and maintain a low-fee, well-diversified investment portfolio. Which, if you have been worried about your financial future, should give you some welcome (and possibly overdue) peace of mind.

I'm still not sure—do you have a guarantee?

Yes! I am absolutely sure that you will love Zero to Portfolio, but if for any reason you don’t, I offer a 30-day no-hassle money back guarantee on the full course fee paid.

Will I have to start reading financial news and blogs?

Oh, no—please don’t! …Unless you want to of course. In which case, the course will help you understand much of it and maybe (just maybe!) enjoy it. But seriously, probably 98.7% of what you read and watch on investing is just noise that should be ignored.

If I have a question, who should I contact?

For any questions related to the course or tech support (lost password, problems downloading content, etc.) you can email support@themoneycoach.com and we will reply within 24 hours (probably sooner!)

Zero to Portfolio is now available! 

Register today for instant download and lifetime access.

Zero to Portfolio will never be priced this low again—you have my word. Order today and know you are protected by my rock solid, no questions asked, 30-day money back guarantee. 

  • QUICK START
    197
    • Introduction to Asset Classes
    • Mutual Funds and ETFs explained
    • Seven Keys to Investing Success
    • Bonus: Monthly Q&A Calls
    • Lifetime Access & Unlimited Updates
  • INTERMEDIATE
    397
    • Introduction to Asset Classes 
    • Mutual Funds and ETFs Explained
    • Accounts: RRSP or TFSA?
    • Opening your Investment Account
    • Seven Keys to Investing Success
    • Bonus: Monthly Q&A Calls
    • Bonus: Budget Blueprint
    • Lifetime access & unlimited updates

DON’T TAKE MY WORD FOR IT

online investing course canada

Nanci’s knowledge and vibrant energy shine throughout every lesson of this course. She makes complex concepts easy to understand and a potentially boring topic fascinating. I have learned so much. The content is compelling and made me want to take action straight away. It’s awesome!

Jacqueline Sinfield

Adult ADHD Coach and Author, Untapped Brilliance

geeta nadkarni sales

Okay, I don’t know about you but I want to be wealthy. The problem is, despite being a relatively well-educated person, navigating the world of investing, stocks and other wealth-building strategies made me as anxious as a drug mule going through airport security. Well, not anymore. Thanks to Zero to Portfolio, I no longer feel stupid or helpless when it comes to my investment options. In fact, I’m excited. Also, Nanci’s one of the funniest people I’ve ever encountered. Like do-your-Kegels-or-else funny—while talking about mutual funds. I know, crazy right? But it’s true!

Geeta Nadkarni

Professional Speaker and Founder, Baby Got Booked Media

Juniper Belshaw

Nanci has completely transformed the way I think about my financial future and is a total delight to learn from. Before meeting Nanci, my brain basically shut down any time I heard words like stock, bond, or investment portfolio. Her teaching style totally changed how I think about my finances: she was funny, kind, and broke things down in a way that I could finally relate to and understand. I’m so glad this lady walked into my life at the time she did. Thanks, Nanci!

Juniper Belshaw

Masters Student and Project Manager, COCo Quebec

learn to invest online Canada

SERIOUSLY, THE INVESTING COURSE THAT YOU HAVE BEEN WAITING FOR IS HERE

YOU’VE GOT THIS.

Zero to Portfolio is now available! 

Register today for instant download and lifetime access. Zero to Portfolio will never be priced this low again, you have my word. Order today and know you are protected by my rock solid, no questions asked, 30-day money back guarantee. 

  • QUICK START
    197
    • Introduction to Asset Classes
    • Mutual Funds and ETFs Explained
    • Seven Keys to Investing Success
    • Bonus: Monthly Q&A Calls
    • Lifetime Access & Unlimited Updates
  • INTERMEDIATE
    397
    • Introduction to Asset Classes 
    • Mutual Funds and ETFs Explained
    • Accounts: RRSP or TFSA?
    • Opening Your Investment Account
    • Seven Keys to Investing Success
    • Bonus: Monthly Q&A calls
    • Bonus: Budget Blueprint
    • Lifetime Access & Unlimited Updates