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The Plain Bagel · 2024년 3월 22일 게시
CFA Report: https://rpc.cfainstitute.org/-/media/documents/article/industry-research/finfluencer-report.pdf 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.securities-administrators.ca/nrsmobile/nrssearch.aspx - Disclosures: https://www.ciro.ca/advisor-report-search 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 country-specific): - https://www.mcgillpersonalfinance.com/ - https://www.desjardins.com/ca/co-opme/desjardins-difference/personal-finance-im-in-charge/index.jsp - https://www.wealthsimple.com/en-ca/learn/category/investing US Courses/Resources (I unfortunately am not as familiar with US resources, but here are a couple): - https://investor.vanguard.com/investor-resources-education - https://www.wonderprofessor.com/123s24/123.html 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).
