RBC Financial Literacy Program

RBC Wealth Management Financial Literacy Program

Join us for an educational session at the Memorial Park Library where you can learn to manage your finances. This in-person event will cover topics such as budgeting, investing, and planning for the future. Whether you're just starting out or looking to enhance your financial knowledge with more complex concepts, this program is perfect for anyone wanting to take control of their money.

This entire program will be covered over the coming 18-20 months, as shown below.

We look forward to welcoming you.

Info: Feb 04/26 - 8. Wealth stage plans -

Case study discussion leveraging myGPS to illustrate how planning differs depending on life stage: presentation focuses on an early saver, a mid-life accumulator and a preserve / saver. 9. Financial documentation -

Explains the most common documents in banking, investing and planning - contracts, account opening, legal.

Info: March 04/26 -

10. Asset Classes -

Describes the 3 most common asset classes - cash, bonds and stocks: includes presentation, crossword and supplemental handouts. 11 - Markets & Investment Vehicles - Examines the various markets (capital, secondary and stock) and investment vehicles (e.g. mutual funds, ETFs, Segregated Funds, etc.): includes presentation, supplemental handouts and group exercise on ‘quotes’.

Info: April 01/26 - 12. Risk & Diversification - Discusses the importance of diversification and the “risk and return” relationship: includes presentation. 13. Risk Tolerance Profile

Evaluates investment profiles and how to determine comfort level with risk: includes presentation, simplified risk questionnaire, and group exercise.

Also check out other Workshops in Calgary.