LEARN TO INVEST.
BY YOURSELF.

Finally, a step-by-step course that teaches you how to invest on your own. Giving you peace of mind and saving you thousands of dollars in fees.
You’ve got this.

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.

The question I get asked most is:

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

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.

But, until now, there has not been an easy-to-follow, step-by-step investing course available to Canadians.

The problem is that the majority of my colleagues, friends (even family!) end up at the bank or with a financial advisor that specializes in mutual funds. And what is not commonly known is that mutual funds have incredibly complex and hidden fees.  I have seen far too many women taken advantage of by hidden and complex fees?

Nanci K. Murdock, CFA

What’s ends up happening?

Without being aware of the hidden and complex fee structures of most mutual funds in Canada, many women are shocked to find out after 10 – 20 years, that the 10 – 20 years they spent in high-fee mutual funds, cost them thousands of dollars in excess fees.

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

You could learn to invest. By yourself.

Introducing Zero to Portfolio,

An Investing Masterclass

with Nanci K. Murdock, CFA

zero2portfolio

Lorem Ipsum is simply dummy text of the printing and typesetting industry.

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 the iPhone! Or? Listen in your car and catch up with the slide decks later.

screens

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. And the course software lets you track which modules you have completed!

tablet

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 (if you want!)

WHAT’S IN THE (VIRTUAL) BOX

10 Power Packed Modules

  • 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!)

Video Tutorials

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum

Cheat Sheets, Checklists & Printable, Oh My!

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum

Unlimited Updates

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum

Lifetime Access

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum

Unlimited Tech/Email Support

Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum

THE CHERRY
ON TOP (bonuses!)

1

Monthly Q&A Calls

Students will have a private link to ask questions on investing. Each month, there will be a 60-90-minute call where I will take the time to answer the most relevant questions in-depth for all students to benefit from the commentary. 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, it’s a plan! 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

This is not a budgeting course, but one of the questions I get asked most often is trying to figure out where the heck all the money goes each month. And let’s be honest, if we could cut a little financial fat from our diet, we would have money available to invest without making any drastic lifestyle changes.

WHO IS THIS
COURSE FOR?

This course is for you if you are ready to take control of your financial future. If you are feeling confused and overwhelmed by the financial noise in the media, 1,800 bits of financial noise we are hit with in a given day.

If you are ready to tune out the noise and take action to become an investor, this course is for you. Invest in yourself.

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!

The I’ve Had Enough

You know you are probably overpaying for your investments.  Your account has hardly budged in years, but every time you ask your advisor, you can’t seem to get a straight answer. And he calls you “honey”.  Enough is enough.

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.

The Rebel

Wealth is not just for the 1%—I can figure this out.  And I’m not interested in paying for a financial advisor’s next Mercedes.

Who Is The Course Not For?

This course is not for you if you are looking for a get rich quick scheme.  You are not in the right place if you are struggling with excessive debt or are not able to pay for your food and housing.  This course is not for you if you are not ready to make a commitment to learning and an investment in yourself.

Zero to Portfolio is the informative, step-by-step and easy to follow learn-to-invest solution you have been waiting for. If you have been searching for financial peace of mind, and an end to the overwhelm and choice of information on investing, you will not be disappointed with this course.

Pricing Options And What Do I Do Next?

Here’s a story.  My neighbor 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.

I don’t want this to happen to you.

I have done my best to price Zero to Portfolio as affordably as I can (with three different pricing options) to make it accessible to as many students as possible.  Please keep in mind the lessons in the course are so valuable that the course fee will pay for itself over and over again.  

30 DAY guarantee! Zero Risk.

I want to make learning to invest and watching your portfolio grow as easy as possible. And I stand behind Zero to Portfolio. Learn and enjoy for 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.

SOME FAQS…

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 detailed, cheat sheets and checklists are provided for summary and review—everyone is welcome.

Are there any expected costs in addition to course fee?

No. 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 downloaded content, etc. you can email support@themoneycoach.com and we will reply within 24 hours (probably sooner!)

  • 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

learn to invest canada

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

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

Seriously, the investing course you have been waiting for is here. You’ve got this.

  • 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