AAPS PD: The Successful Investor’s Journey: Part 1: Mapping Your Starting Point
Program Description: Part 1
Every successful journey begins with a clear understanding of where you are. In this session, we’ll explore the wealth continuum, uncover how belief systems shape financial behaviour, and assess your readiness for success. You'll walk away with five essential questions that guide every smart investor’s decision-making.
Audience
This session is open to all AAPS members. You can attend Part 1 in person at Point Grey Campus or access the recorded version.
What You Will Learn
- How to be honest with yourself about your current financial reality (without panicking)
- Beliefs and ideas that might be holding you back
- How to get yourself ready to take the next step
How You Will Learn In-Person
- Theory bursts
- Large and small group discussions
- Self-reflection and assessment
How You Will Learn with the Recording
We encourage you to watch the recording with family, friends, peers, and colleagues so that you can discuss the content and share ideas. You will be able to take time for self-assessment and reflection.
About this series
Wealth-building is not about tips and tricks. It’s about developing strong self-awareness, healthy practices, and honest conversations about money. It’s about establishing where we truly are in our current lives and getting specific about where we would like to go. Get started on the right foot by joining us for this informative four-part series.
The Successful Investor’s Journey: A four-part workshop series on building lasting financial success
Part 1: Mapping Your Starting Point (November 13)
Part 2: Planning Your Route (November 20)
Part 3: Aligning Your Goals with Your Life (January 21)
Part 4: Staying on Track (January 28)
Participant Expectations for in-person sessions
- To attend the full session. People arriving late, leaving early, or dropping in and out negatively impacts the experience for everyone. We understand that emergencies happen, but if everyone starts out with a full commitment and focus for the duration of the session, it makes the experience so much better for everyone
- To actively participate in the activities, be that personal reflection, small group conversations, and large group discussions
- Be open and engaged with the content of the session, even if it doesn't immediately resonate with you. We encourage you to try things out and help us create a positive learning environment for all participants
- To be professional, kind, and courteous to fellow participants and to practice patience, confidentiality, and inclusivity
About Your Facilitator
Tracy Theemes is a financial advisor and co-founder of Sophia Financial Group, an investment advisory firm that works with high-net-worth clients while devoting a day each week to pro bono clients who do not have access to needed financial advice and support.
Tracy holds an M.A. in Counselling Psychology and did her Doctoral work in child psychology at UBC. She is a Certified Financial Planner, insurance licensed and a Fellow of the Canadian Securities Institute. She received the UBC Education Alumni 100 award for her community leadership in promoting financial literacy and has been nominated for the YWCA Woman of Distinction award in Business and the Professions and the BIV Influential Women in Business award.
Tracy was awarded the International Alliance of Women Global 100 Award for her work in empowering women through education. Her book “The Financially Empowered Woman” won the Bronze prize for the Living Now awards for finance and economics and the Axiom Gold medal in the category of personal finance.
About Your Host
AAPS is your labour relations organization representing the Management and Professional Staff group to your employer UBC. AAPS is a separate organization from the University, and your conversations with us are confidential. We offer members professional labour relations advice that is in your best interest as an employee. We encourage you to get to know AAPS and your Collective Agreement.
The AAPS Professional Development Program is designed and hosted by AAPS for our members. We offer a variety of topics on management, leadership, interpersonal skills, workplace skills, as well as personal and social development. The AAPS PD Program is designed in consultation with the AAPS Board of Directors and staff. Member Services Officer Sarah Muff is the program's architect and manager. She staffs the PD events. If you have ideas or feedback, please email Sarah at sarah.muff@ubc.ca.
Registration Information
The AAPS Professional Development program is designed for and offered exclusively to AAPS members at no cost. AAPS members can register to attend a variety of different topics and delivery formats. Before registering for live sessions please consider your schedule and your ability to actively participate.
You can register for the November sessions and the recordings on our website: https://aaps.ubc.ca/aaps-pd-registration