CFA Report: https://rpc.cfainstitute.org//media/...
Chapters:
00:00 Introduction
02:26 It's Not All Bad
04:55 The Problem With Finfluencers
05:53 Risk 1
09:43 Risk 2 & 3
13:12 Risk 4
14:46 Risk 5
16:07 Why This Matters
18:49 What To Do?
23:56 Conclusion
Mentioned Channels:
@TwoCentsPBS
@AswathDamodaranonValuation
@MoneyGuyShow
Canada Database for Advisors:
Registration Status: https://info.securitiesadministrator...
Disclosures: https://www.ciro.ca/advisorreportse...
US Database for Advisors:
Registration and Disclosures: https://brokercheck.finra.org/
Canadian Courses/Resources (mostly applicable outside of Canada as well, but some details are countryspecific):
https://www.mcgillpersonalfinance.com/
https://www.desjardins.com/ca/coopme...
https://www.wealthsimple.com/enca/le...
US Courses/Resources (I unfortunately am not as familiar with US resources, but here are a couple):
https://investor.vanguard.com/investo...
https://www.wonderprofessor.com/123s2...
My own qualifications:
Chartered Financial Analyst (CFA) designation
Certified Financial Planner (CFP) designation
Bachelors of Finance degree
9 years experience working in finance
Registered as a portfolio manager under the Ontario Securities Commission in Canada.
Credits:
This video contains songs composed by @Kevin MacLeod
Several clips were grabbed from X account TikTokInvestors
DISCLAIMER: I do not hold positions in any of the stocks/crypto mentioned in this video.
This channel is for education purposes only and does not constitute financial advice Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).