Catalogue
Curriculum Modules
AIStockLearn publishes eight core modules, numbered AISL-001 through AISL-008. Each module is a self-contained reading unit with syllabus, assignments and optional seminar dates at our Kanata reading room. Fees cover educational materials and facilitation only; they do not include securities transactions, portfolio reviews or personalised investment recommendations. Prices are listed in Canadian dollars and may vary with format (self-paced packet, cohort seminar or institutional licence).
Modules are revised when source documents or regulatory guidance change. Edition dates appear on your enrolment letter. You may re-enrol in an updated edition at a reduced materials fee if you completed a prior version within the last twenty-four months.
Market Vocabulary & Common Misuse
This opening module builds a shared glossary for everything that follows. Participants read short essays on how financial terms enter everyday speech — often stripped of their legal or accounting precision. Assignments include comparing dictionary definitions with usage in news clips and identifying when a headline uses a technical word incorrectly. You will compile a personal glossary with page references and complete citation drills using our index-card method. The module deliberately avoids ticker symbols and price charts; the goal is linguistic clarity, not market timing. Facilitators introduce Canadian spelling conventions and bilingual labelling where relevant for national readers.
Fee range: $95 — $145 CAD
Anatomy of a Public Company Filing
Participants walk through the structure of a typical Canadian continuous disclosure document: cover page, MD&A, financial statements, notes and auditor’s report. We use historically public filings chosen for teaching clarity rather than investment merit. Seminars practice locating definitions, related-party transactions and risk-factor language without extrapolating to buy or sell decisions. A companion worksheet maps each section to the question it is designed to answer. Remote readers receive searchable PDF excerpts with stable page numbers for citation in discussion posts.
Fee range: $125 — $185 CAD
Regulators, Registrants & Readers
Canadian markets operate under a patchwork of federal and provincial rules. This module explains — in plain language — who registers dealers and advisers, what a prospectus is for, and where an independent educator like AIStockLearn sits outside that framework. Readings include excerpts from CSA investor alerts and CIRO public materials, always with the reminder that we are not registrants. Discussions focus on how to verify credentials and why “education” and “advice” are legally distinct. No module content substitutes for consultation with a licensed professional about your personal situation.
Fee range: $85 — $135 CAD
Indices, Benchmarks & Composition Rules
Many readers encounter index levels daily without understanding how constituents are selected or rebalanced. This module assigns readings on methodology documents from major index providers and discusses survivorship bias in historical comparisons. A practical exercise asks you to trace why a company entered or left a benchmark — a literacy skill, not a trading strategy. We emphasise that index performance descriptions in marketing often omit fees, currency effects and dividend treatment; learning to read footnotes is the core competency here.
Fee range: $110 — $165 CAD
Narrative vs. Numbers in Earnings Commentary
Management discussion often tells a story; the statements tell another. Participants read paired passages from earnings releases and subsequent filings to see where language and figures align or diverge. Assignments include highlighting forward-looking statements, identifying non-GAAP reconciliations and noting auditor emphasis paragraphs when present. Seminars forbid predictions about future share prices; instead, facilitators ask what additional disclosure would resolve an ambiguity. This module is frequently chosen by readers who consume business media daily and want a slower verification habit.
Fee range: $135 — $195 CAD
Sector Context Without Hot Takes
Industry structure — supply chains, regulation, capital intensity — shapes how filings should be read. Each cohort receives a sector pack (for example, utilities, REITs or technology hardware) built from textbooks, trade-association primers and anonymised case excerpts. The point is to learn which metrics matter in which context, not to rank securities. Readers compare two companies’ disclosures within the same sector using a common rubric. Optional Kanata seminars invite guest speakers from non-investment backgrounds such as librarians, journalists or accountants who speak about source verification.
Fee range: $155 — $225 CAD
Historical Case Studies & Primary Sources
Markets have long memories, but memory without documents is folklore. This module assigns historical episodes drawn from public inquiries, commission reports and contemporaneous journalism — always labelled as retrospective study. Participants practice constructing timelines from primary sources and distinguishing hindsight narrative from evidence available at the time. We discuss behavioural patterns in collective interpretation without presenting them as repeatable profit opportunities. The final project is an annotated bibliography suitable for your personal reference shelf, not a investment thesis.
Fee range: $175 — $245 CAD
Ethics of Financial Communication
The closing module examines how financial information is framed for different audiences: regulators, shareholders, journalists and social-media readers. Texts include codes of conduct excerpts, advertising standards and examples of misleading presentation flagged in enforcement releases — used strictly for critical analysis. Capstone seminars adopt formal debate rules: each claim must cite a source. Graduates receive a completion letter describing competencies acquired; it is not a professional designation and does not authorise anyone to advise others for compensation. Many alumni continue with self-directed reading using our errata mailing list.
Fee range: $145 — $210 CAD
Regulatory notice. AIStockLearn is an independent public-interest educational programme. We are not registered with the Canadian Investment Regulatory Organization (CIRO), the Canadian Securities Administrators (CSA), or any provincial securities regulator as a dealer, adviser, or investment fund manager. The reading lists, study guides and seminar packs distributed through this curriculum are intended for adult financial-literacy and general education only; they do not constitute investment advice, securities recommendations, or trading signals. Investing in securities involves the risk of loss, including loss of the entire amount invested. Past performance of any company, fund or strategy referenced for didactic purposes is no guarantee of future results.