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Courses/Finance/Investing

Harmony of Investing

An depth review of investment options and how they all fit into a harmonious wealth-building tool

Created byAnna Knight, CFP
BeginnerUpdated Feb 17, 2023
Harmony of Investing

What You'll Learn

check_circleUnderstand what you have to have in place before deciding on the right type of investment product to invest in
check_circleReview or learn what are the different investment products available and what are they key differences
check_circleGain knowledge on the how to match the products to your overall game plan

About This Course

What does it take to invest vs gamble? How do all these products out there fit together? Where do I even start? Or am I going about building wealth correctly? And an depth review of investment options and how they all fit into a harmonious wealth-building tool.

Your Instructor

Anna Knight, CFP
Anna Knight, CFP

Speaker ■ Coach ■ Writer ■ Business Owner ■ Financial Planner ■ Creator of Prosperity Retreats

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star3,086 reviews

Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca).   She started Simplicity Financial with over 20 years of industry experience to empower Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates and strives to be the same for the community at large.   To learn more, please visit www.simplicityfinancial.ca     To elevate her impact and reach, Anna delivers her money management and wealth-building courses to corporations and a number of organizations online through her carefully curated courses. She also shared her valuable and time-tested wealth-building strategies in her latest book "The Million Dollar Difference" and collaborated with her colleague to create a 30-day financial healing journal, "My Financial Wellness Journal." In her well-established private practice, Anna offers fee-for-service financial planning guidance or gets retained by her clients to manage their financial affairs.    ​To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders. ​To provide investment management advice, Anna is a Financial Advisor with Desjardins Financial Independent Network.  If her plans call for alterations or adding new life insurance solutions, Anna works as an Insurance Broker with Desjardins Financial Independent Network.    ​Before setting up her own independent practice, Anna worked for ICM, another independent MFDA dealer for several years, and Royal Bank of Canada, National Bank and Manulife Financial before that. She has not only extensive education in her field but also years of hands-on experience. ​As a wellness and fitness enthusiast, world explorer and dancer and mom, Anna ensures to keep on creating a work-life balance and encourages her clients to do the same. 

Credit Information

What Students Are Saying

4.4
Student's Choice
11 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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