Welcome to Master Classes
Master Classes are live, interactive, online presentations that teach investing theories and concepts and demonstrate investing tools.
During each session, our Instructors share their screen, break down important concepts and answer your questions.
You're in the driver's seat. So grab your coffee, sit back, and get ready to take greater control over your investments!
Register for a Learning Series !!
Portfolio Management 101 | Getting Started
This Master Class introduces the steps involved in developing an investment plan and managing a portfolio. Learn about goal setting, the risks of investing, and how to develop your investor profile. You'll also learn strategies for minimizing risk, such as Asset Allocation and Diversification. Lastly, we'll show how to create and manage your plan using the tools available in WebBroker.
Class titles: Setting Goals and Investor Profiles, Asset Allocation & Diversification
Portfolio Management 201
Building and Maintenance focuses on steps involved with researching and constructing your investment plan. Classes introduce tools available in WebBroker for identifying investments to match your diversification strategy. Additionally, we explore the investment policy statement, portfolio monitoring and strategies for rebalancing your asset mix. Lastly, we'll identify common psychological biases that can lead to poor investment decisions.
Class titles: Researching & Constructing your Portfolio, Monitoring and Rebalancing, Portfolio Psychology – Emotions of Investing_1590832480204