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What's happening during Investor Education Month?

Welcome to Investor Education Month 2021!

TD Direct Investing invites you to join our series of events intended to enhance your investing prowess and help you reach your financial goals. There's something for everyone – whether you're starting from scratch or looking to build on your existing knowledge. Follow us on Twitter or search our hashtags #InvestInMyself or #IEM2021 for the latest IEM events.

Here is our full calendar by date. The events are also grouped below by Webinars, Master Classes, and Videos.

We welcome you to register and attend the following programs:

  • Webinars – Join in live with instructors and guest speakers as they explore investing topics. Attendees will have the opportunity to ask questions. A recording will be available on demand.
  • Master Classes – Have your questions answered by experienced instructors in our daily online workshops.
  • Videos – Take a guided journey that aims to progressively build your knowledge on a variety of investing topics.

Date

Event

October 4-9, 2021

Daily Master Classes: Getting Started with Investing

October 7, 2021

English Webinar: The New Investor's Survival Checklist

October 8, 2021

French Webinar: What You Wanted to Know About Dividends

October 12-16, 2021

Daily Master Classes: Investment Planning and Portfolio Management

October 14, 2021

English Webinar: Invest Like a Woman: Ways to Take Charge of Your Finances

October 21, 2021

English Webinar: Overcoming FOMO as a Millennial Investor

October 18-23, 2021

Daily Master Classes: Research and Trading with TD Platforms

October 25-30, 2021

Daily Master Classes: Basic Investing Strategies

October 27, 2021

French Webinar: How to Generate Dividend Income for Passive Investing

October 28, 2021

English Webinar: Investing Lessons I Learned from My Dad

Every Monday and Friday in October

TD Direct Investing Experience Master Class

Available on Demand

New Video Learning Path: Managing a Portfolio

Webinars

October 7, 2021 (Thursday)
1 pm ET

The New Investor's Survival Checklist
Ideal for novice investors

English only

Investing can be both exhilarating and overwhelming for new investors unclear on how to get started. In this webinar, Denice Lin, Client Education Instructor at TD Direct Investing,  speaks with millennial investor and finance influencer Nick Peitsch, about his "survival checklist" for investors that can help them understand who they are as an investor. They'll discuss how to understand who you are as an investor, how to manage your emotions when investing and how to weed out misinformation online.

Register

October 8, 2021 (Friday)
1 pm ET

What You Wanted to Know About Dividends
Ideal for novice investors

French only

Unsure how dividends work? Join TD Client Education Instructors, Meagan Henriques and Yannick Woudje, to learn why a company may pay out a dividend, and which important dates you should know. We'll discuss the effect a dividend may have on a stock's price, differences between dividend amount and dividend yield, as well as general tax considerations. We'll also explain how dividends can be re-invested automatically through a program called a Dividend Reinvestment Plan, or DRIP.

Register

October 14, 2021 (Thursday)
1 pm ET

Invest Like a Woman: Ways to Take Charge of Your Finances
Ideal for investors of any knowledge level

English only

Investing isn't reserved for a select few. Today, women of all ages and backgrounds are taking charge of their financial and investing decisions. In this webinar, join host Meagan Henriques and Ingrid Macintosh, Vice President at TD Wealth, for a conversation about the importance of setting goals, creating a plan and empowering women with the investing knowledge to overcome common obstacles.

Register

October 21, 2021 (Thursday)
1 pm ET

Overcoming FOMO as a Millennial Investor 
Ideal for novice investors

English only

The "fear of missing out" on investment opportunities can pressure inexperienced investors to make ill-informed decisions, especially in today's fast-paced digital landscape. In this webinar, Denice Lin from TD speaks with personal finance educator and influencer Liz Enriquez, about her experiences with FOMO and the best practices she's learned to take emotion out of investing decisions.

Register

October 27, 2021 (Wednesday)
1 pm ET 

How to Generate Dividend Income for Passive Investing
Ideal for investors of any knowledge level

French only

One of the ways to grow your investment portfolio is by generating income from the securities you hold. Including stocks that pay dividends can play an important role when it comes to helping you to achieve your investing goals, especially considering its compounding potential. Join host Yannick Woudje and Charles Alexandre Trudeau, from The Prosperity Club, as they discuss how to generate dividend income for passive investing.

Register

October 28, 2021 (Thursday)
1 pm ET 

Investing Lessons I Learned from My Dad (And Others I Ignored!)
Ideal for investors of any knowledge level

English only

Millennials and their parents often have very different styles, challenges, and opportunities when it comes to investing. In this webinar, Ivy Han, Senior Client Education Instructor at TD, speaks with father-son investing duo Brandon and Marc Beavis, of the Brandon Beavis Investing Academy, about best practices they've learned from one another that they believe can help new investors find their footing in the market.

Register

Master Classes

October 4-9, 2021

Getting Started with Investing 
Ideal for novice investors

Taking your first steps as a self-directed investor can sometimes feel overwhelming. Throughout the first week of October, we'll explain foundational concepts, terminology, and personal finance habits that can help you establish a solid footing for your investing activities.

Register for English
Register for French

Supplemental OnDemand Video Lessons:
New to Investing Video Course (English)
New to Investing Video Course (French)

Requires WebBroker login

October 12-16, 2021

Investment Planning and Portfolio Management
Ideal for investors of any knowledge level

Careful planning of your investing goals can help maximize your returns and minimize your expenses. During the second week of October, we'll share some key considerations when planning your investing activities as well as some strategies to better manage your portfolio over time.

Register for English
Register for French

Supplemental OnDemand Webinar:
Intro to Investing – Taking Your First Investing Steps (English)
Intro to Investing – Taking Your First Investing Steps (French)

Supplemental OnDemand Video Lessons:
Portfolio Management Basics Video Course (English)
Portfolio Management Basics Video Course (French)
Requires WebBroker login

October 18-23, 2021

Research and Trading with TD Platforms
Ideal for investors of any knowledge level

Knowing how to use the investing tools at your disposal can be a key part of building a portfolio that fits your financial goals. In the third week of master classes, we'll teach you about the wide array of research and trading capabilities that TD Direct Investing offers, including order entry, screeners, alerts, and charting features across platforms.

Register for English
Register for French

Supplemental OnDemand Webinar:
Fundamental Analysis – A Peek Under the Hood
English only

Supplemental OnDemand Video Lessons:
Order Entry Essentials for Stocks and ETFs Video Course (English)
Order Entry Essentials for Stocks and ETFs Video Course (French)
Requires WebBroker login

October 25-30, 2021

Basic Investing Strategies
Ideal for investors of any knowledge level

Understanding some tried and true investing strategies can help guide your financial decision-making. In the final week of Investor Education Month, we'll break down the nuts and bolts of some basic investing strategies that can help build your portfolio, including passive vs. active strategies, dollar cost averaging, income investing and more.

Register for English
Register for French

OnDemand Supplemental Webinar:
Investor Psychology and Uncertainty (English)
Investor Psychology and Uncertainty (French)

OnDemand Supplemental Video Lessons:
Basic Investing Strategies Video Course (English)
Basic Investing Strategies Video Course (French)
Requires WebBroker login

Every Monday and Friday in October

TD Direct Investing Experience
Ideal for prospective investors

Want to know more about our products and services? Interested in opening an account? Join our instructors on Mondays and Fridays to learn all about what TD Direct Investing has to offer from educational resources to investment research tools and trading capabilities to 24/7 support, and much more.

Register for English
Register for French 

Video Lessons (Available October 4, 2021)

On Demand

New Video Learning Path: Managing a Portfolio
Ideal for novice investors

Lessons include:

  • What type of investor are you?
  • How to find the right asset mix for your portfolio
  • How to weather a market correction
  • Investing with a Tax-Free Savings Account (TFSA)
  • How to read a stock quote
  • The difference between stop market, stop limit, and trailing stops
  • How to place a trade on WebBroker
  • How are income, dividends, and capital gains taxed?
  • How do you build a tax-efficient portfolio?

Watch English video series
Watch French video series
Requires WebBroker login

On Demand

 

Establishing Your Portfolio
Ideal for novice investors

Lessons include:

  • Why you need a portfolio strategy
  • What type of investor are you?
  • Common asset classes found in a portfolio
  • How to use U.S. dollar accounts to reduce currency conversion fees
  • How to find the right asset mix for your portfolio
  • How to keep tabs on your portfolio's performance
  • How long should you hold your investments?
  • How to weather a market correction

Watch English video series
Watch French video series
Requires WebBroker login

On Demand

 

Tax Planning Strategies for Canadian Investors
Ideal for novice investors

Lessons include:

  • How are investments taxed in registered and non-registered accounts?
  • How are income, dividends, and capital gains taxed?
  • How do you build a tax-efficient portfolio?
  • Four ways to help trim capital gains tax
  • Busting six myths about portfolio tax strategy
  • Accessing tax documents online with eServices

Watch English video series
Watch French video series
Requires WebBroker login

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