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Asset Classes
This module is free to read — it just needs an account. Creating one takes an email address and nothing else, it opens every lesson in the academy in full, and it remembers where you got to. When you’re done, we’ll bring you straight back here.
By the end of this module, you’ll be able to:
- Match cash, GICs, bonds, stocks, REITs and gold to their portfolio roles.
- Tell owning part of a business from lending money to one.
- Work out total return from the price change plus cash paid.
- Explain how one fund can hold many investments.
- Match your money to an asset class using the date you need it.
6 lessons · about 50 minutes
- 1Meet your players: your money’s team
- 2Owner or lender?
- 3How asset classes pay you
- 4The power of bundling
- 5Matching players to goals
- 6Your team at a glance + a quick check
We will email you a link to confirm the address before your account is ready — and that link lands you right back on this page, signed in.