Webinars

FEB 23, 2021
10 Things To Do Before You Invest
Jen Schell, CEO of Finliti walks you through the 10 steps you should consider before investing your first $1 in the stock market.
Investing | 16 min Free

MAY 1, 2021
Basics Of Crypto – Feat. Ayelen Osorio (Netcoins)
In case you missed our BASICS OF CRYPTO LIVE WEBINAR, you can now replay it at your own convenience.
Investing | 27 min Free

MAY 10, 2021
ALL ABOUT ETFs – feat. LAURA TASE (DIRECTOR OF BMO EXCHANGE TRADED FUNDS)
In case you missed our ALL ABOUT ETFs (Exchange-Traded Funds) LIVE WEBINAR, you can replay it now at your own convenience!
Investing | 56 min Free
Basics of Portfolio Structure

April 27, 2021
10 Basics of Portfolio Structure – #1 Choose Your Own Adventure
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Basic number 1 – Choose Your Own Adventure.
Investing | 2 min

April 26, 2021
10 Basics of Portfolio Structure – #2 Mutual Funds & ETFs
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Basic number 2 – Mutual Funds & ETF’s.
Investing | 2 min

April 24, 2021
10 Basics of Portfolio Structure – #3 Identifying Risks
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Basic number 3 – Identifying Risks.
Investing | 2 min

April 22, 2021
10 Basics of Portfolio Structure – #4 Don’t Hate, Allocate Pt. 1
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Basic number 4 – Don’t Hate, Allocate.
Investing | 2 min

April 23, 2021
10 Basics of Portfolio Structure – #4 Don’t Hate, Allocate Pt. 2
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Part 2 of Basic number 4 – Don’t Hate, Allocate.
Investing | 2 min

April 21, 2021
10 Basics of Portfolio Structure – #5 Asset Allocation
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Basic number 5 – Asset Allocation.
Investing | 1 min

April 19, 2021
10 Basics of Portfolio Structure – #6 Diversification Pt. 1
Welcome to the 10 Basics of Portfolio Structure Video Series! This is part 1 of Basic number 6 – Diversification.
Investing | 2 min

April 20, 2021
10 Basics of Portfolio Structure – #6 Diversification Pt. 2
Welcome to the 10 Basics of Portfolio Structure Video Series! This is part 2 of Basic number 6 – Diversification.
Investing | 1 min

April 18, 2021
10 Basics of Portfolio Structure – #7 Market Risks
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Basic number 7 – Market Risks.
Investing | 1 min

April 14, 2021
10 Basics of Portfolio Structure – #8 Understand Risks Pt. 1
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Part 1 of Basic number 8 – Understand Risks.
Investing | 1 min

April 15, 2021
10 Basics of Portfolio Structure – #8 Understand Risks Pt. 2
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Part 2 of Basic number 8 – Understand Risks.
Investing | 1 min

April 16, 2021
10 Basics of Portfolio Structure – #8 Understand Risks Pt. 3
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Part 3 of Basic number 8 – Understand Risks.
Investing | 1 min

April 17, 2021
10 Basics of Portfolio Structure – #8 Understand Risks Pt. 4
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Part 4 of Basic number 8 – Understand Risks.
Investing | 1 min

April 12, 2021
10 Basics of Portfolio Structure – #9 Time Horizon & Time Efficiency Pt. 1
Welcome to the 10 Basics of Portfolio Structure Video Series! Today, I’m talking about Basic number 9 – Time Horizon + Time Efficiency.
Investing | 1 min

April 13, 2021
10 Basics of Portfolio Structure – #9 Time Horizon & Time Efficiency Pt. 2
Welcome to the 10 Basics of Portfolio Structure Video Series! This is Part 2 of Basic number 9 – Time Horizon + Efficiency.
Investing | 1 min

March 30, 2021
10 Basics of Portfolio Structure – #10 What’s Your UFO?
Welcome to the 10 Basics of Portfolio Structure Video Series! Today, I’m talking about Basic number 10 – What’s Your UFO ( Unidentified Financial Objective)?
Investing | 1 min