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Financial Competency

Join Dr. Cyril Kesten for an informative session at the Lifelong Learning Centre on Wednesdays, November 13, 2013, from 7:00 to 9:00 p.m. in Gallery Room 106. This event will explore the differences between full-service brokers and discount brokers, including the range of services each offers, such as investment advice, retirement planning, and ongoing support. Attendees will learn how to choose the best brokerage for their financial needs, the costs associated with each option, and what it takes to become a stockbroker or financial planner.

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Financial Competency

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  1. Financial Competency • Lifelong Learning Centre • Wednesdays, November 13, 2013 • 7:00 to 9:00 p.m. • Gallery Room 106 • Dr. Cyril Kesten • Education 334, Faculty of Education • Cyril.kesten@uregina.ca • Wiki: http://finlitllc.wikispaces.com/ • 306 585 4532

  2. Getting Started Full service broker or discount broker A broker that provides a large variety of services to its clients, including research and advice, retirement planning, tax tips, and much more. Of course, this all comes at a price, as commissions at full-service brokerages are much higher than those at discount brokers. http://www.investopedia.com/terms/f/fullservicebroker.asp#axzz2C1a6z9Ko http://beginnersinvest.about.com/od/choosingabroker/a/full_broker.htm What does it take to become a Stockbroker? http://en.wikipedia.org/wiki/Stockbroker https://www.csi.ca/student/en_ca/courses/csi/csc.xhtml?icid=LNK-CSICSC--I01

  3. Fees • www.woodgundy.com • http://www.bmo.com/nesbittburns/solutions-services/nb/options/managed-programs/meridian

  4. Stock Broker or Financial Planner? What is a Financial Planner? http://talentegg.ca/incubator/2010/09/27/what-is-a-financial-planner-and-how-do-you-become-one/ https://www.fpsc.ca/financial-planning How involved do you want to be in managing your investments and your finances? How much are you willing to pay (time as well as money) to manage your finances?

  5. Choosing a Discount Broker http://www.ndir.com/SI/brokers/discount.shtml#03 http://www.moneysmartsblog.com/canadian-online-discount-stock-brokerage-comparison/

  6. TDWaterhouse • https://webbrokercpo.td.com/waw/idp/login.htm?execution=e1s1

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