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RBC Direct Investing > Guidance & Planning
Guidance and Planning
Build your knowledge. Increase your confidence. Start your plan.
No matter your reasons for investing, the Guidance & Planning area of our online investing site is the ideal place to increase your confidence and learn more about our site and investing in general. Using the information, tools and articles that are relevant to you and your investments, you can build the knowledge that will enable you to create a diversified portfolio and lasting investment plan.
Here's what you can find under the Guidance & Planning area of the online investing site:
If you’re feeling unsure about how to get started with online investing, and you don’t have the time to wade through our vast array of educational materials to find the most relevant content, look to the Personalized Learning Plan for assistance.
By answering a few simple questions, you can quickly and easily get a customized investment learning plan based on your specific investment needs – irrespective of your investment objectives or experience.
With a Practice Account, you can use the RBC Direct Investing site to experience real investing, but without using real money! This section under Guidance & Planning explains Practice Accounts—including features and benefits, ways to use your Practice Account and much more.
Open a Practice Account 
Need to review investing basics? Want to learn how to invest and save for a particular goal? The Retirement & Investment Planning area gives you extensive educational content, tools and guidance on these topics:
- Key Steps to Investing
- Planning for Retirement
- Investing in Retirement
- Starting Out
- Saving for a Home or Major Purchase
- Planning for a Child’s Education
- Managing Short-Term Cash Flow Needs
- Trading for Profit
Looking for guidance on how to build or diversify your portfolio? Want to generate new investing ideas? Model Portfolios allow you to view how third-party investment professionals construct portfolios and address changing markets over time.
Model Portfolios
Are you a more experienced investor? Go beyond the basics and fine tune your investment plan with a wide range of articles and resources covering advanced strategies and concepts.
Read, watch and practice your way to investing success! This section under Guidance & Planning will show you how to use the many tools and resources in the online investing site to your advantage.
The Guidance & Planning area represents just half of the educational content you will find in the online investing site.
Be sure to also explore the comprehensive Investment Products area to learn:
- The features and benefits of mutual funds, equities, options, ETFs, fixed income products and more
- How the site tools and features at RBC Direct Investing can help you find, research and invest in the products you want
From the basics to in-depth explanations, the Investment Products area can help you make informed investment decisions.
Guidance & Planning
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