Level up your investing IQ

Want to reach the next level of investing knowledge with topics YOU care about?

We've got you covered.

Join us for access to a specially curated agenda of speakers, with live and on-demand events and videos.

Webinars

Get investing and trading insights as we interview a diverse range of guest speakers. Join in live to take advantage of our Q and A segment.

Webinar

Panelist

Description

Dates

Webinar with Tracey Ma, Shay and Henry Mah


How we developed our unique investing styles (and you can too!)

Level: Getting started

With:

Shay, Humbled Trader

Tracy Ma, Financial Nirvana Mama

Henry Mah, Rising Yield on Investments

Explore three unique investing styles and the key questions and decisions that led our panelists to create theirs. 

Thursday, October 6 @ 1:00 p.m. ET

Register >
(English only)


Habits that helped me turn my financial life around

Level: Getting started 

With Michelle Hung, The Sassy Investor

Learn about financial habits that can help you start investing and stay motivated. Plus, get the scoop on best practices for long-term investing.

Thursday, October 20 @ 6:00 p.m. ET

Register >
(English only)


Why a few index funds are all my portfolio needs

Level: Getting started 

With Dan Bortolotti, Canadian Couch Potato

Investing doesn't have to be complicated. Learn how a simple and passive approach to investing can be effective.

Thursday, October 27 @ 1:00 p.m. ET

Register >
(English only)

Master Classes

Want to develop a particular investing or trading skill and put it into practice? Join an interactive, step-by-step walkthrough of a broad range of topics, and get on-the-spot answers to your questions from our experienced instructors.

Master Class

Description

Dates


Level:
Getting started 

Stock up on the basics. We'll teach you how to research investments, place trades, master our platforms, and more.

Video Courses

Start learning today: access our curated list of on-demand video content. 

Video Courses

Level

Description

Dates


New to investing 

Getting started

Welcome to the New to investing course. Lessons in this course will help build a foundation for your investing journey.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Intro to personal finance

Getting started

If you're looking to save and invest for the future, sorting your finances is the first step. In this course, learn about personal budgets, expense tracking, credit and loans, how to decide whether to rent or buy a home, and more.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Managing a portfolio

Getting started

Managing investments on your own? In this course, you'll learn the basics of portfolio management, from building a goal plan that fits your lifestyle and risk tolerance, to putting it into action, and adjusting your plan over time.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


WebBroker essentials

Getting started

Whether you're a new TD Direct Investing client, new to trading online or both, this course will introduce you to what WebBroker has to offer. Learn how to customize your preferences, monitor your account, execute transactions and much more!

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Order entry essentials for stocks and ETFs

Getting started

Ready to place a trade? In this course, we'll guide you through key things to know, such as how to read a stock quote, basic and advance order types, and what happens after you place a trade.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Basic investing strategies

Getting started

When investing, following a strategy can help you stay on course and keep you from making emotional decisions. In this video series, we introduce you to some basic investing strategies.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Investing with the TD app

Getting started

Investing on-the-go is easier than ever with the TD app! In this video series, we walk you through all the features you need to start investing today.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Account types: registered plans

Getting started

How do you know which registered plans are right for your investing needs? In this course, we run through some of the more common options so you can see how they may support your unique investing goals.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Getting started with TD Easy Trade

Getting started

You don't need to be an expert to start investing. TD Easy Trade makes it simple. Build your portfolio and keep tabs on your investments, all while building your investing knowledge on the go.

Available now.


Watch on YouTube (EN)

Watch on YouTube (FR)


Five common investing mistakes I've seen in my career (Recorded Webinar)

Getting started

Charles Edgar Martin of TD Wealth shares some common mistakes that DIY investors tend to make and best practices that may help them avoid these pitfalls.

Available now.

Watch in WebBroker or YouTube

(English only)


Account types: cash, margin, and short-selling

Getting started, Beyond the basics

There are different account types available with TD Direct Investing. This course focuses on cash and margin accounts, and the ability to short sell. We define key terms, and present the benefits and risks associated with each account feature.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Your investing minute

Getting started, Beyond the basics

Get up to date on a range of topics with bite-sized videos that pack a powerful punch.

Available now.


Watch on YouTube (EN)

Watch on YouTube (FR)


Advanced Dashboard essentials

Beyond the basics

Welcome to Introduction to TD Advanced Dashboard. In these videos, learn the features and tools that can help you optimize your trading experience.

Available now.

Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


My Dos and Don’ts of TFSAs and RRSPs (Recorded Webinar)

Getting started

Adrian Bar from the "Canadian in a T-Shirt" YouTube channel shares his dos and don'ts for RRSPs and TFSAs.

Available now.

View on WebBroker or YouTube

(English only)

Webinars

Get investing and trading insights as we interview a diverse range of guest speakers. Join in live to take advantage of our Q and A segment.

Webinars

Panelist

Description

Dates


How we developed our unique investing styles (and you can too!)

Level: Getting started 

With:

Shay, Humbled Trader

Tracy Ma, Financial Nirvana Mama

Henry Mah, Rising Yield on Investments

Explore three unique investing styles and the key questions and decisions that led our panelists to create theirs. 

Thursday, October 6 @ 1:00 p.m. ET

Register >
(English only)


Five ways I find value in a down market

Level: Beyond the basics

With Peter Hodson, 5i Research

Learn about five fundamental metrics that can help spot undervalued stocks with bounce-back potential.

Tuesday, October 11 @ 1:00 p.m. ET

Register >
(English only)


Habits that helped me turn my financial life around

Level: Getting started 

With Michelle Hung, The Sassy Investor

Learn about financial habits that can help you start investing and stay motivated. Plus, get the scoop on best practices for long-term investing.

Thursday, October 20 @ 6:00 p.m. ET

Register >
(English only)


Why a few index funds are all my portfolio needs

Level: Getting started 

With Dan Bortolotti, Canadian Couch Potato

Investing doesn't have to be complicated. Learn why a simple and passive approach to investing can be effective.

Thursday, October 27 @ 1:00 p.m. ET

Register >
(English only)

Master Classes

Want to develop a particular investing or trading skill and put it into practice? Join an interactive, step-by-step walkthrough of a broad range of topics, and get on-the-spot answers to your questions from our experienced instructors.

Master Class

Description

Dates


Level:
Getting started, Beyond the basics, Advanced concepts

Take your investing IQ to the next level. Learn how to research, trade and build strategies around different investing products. 

Video Courses

Start learning today: access our curated list of on-demand video content. 

Video Course

Level

Description

Dates


Managing a portfolio

Getting started  

Managing investments on your own? In this course, you'll learn the basics of portfolio management, from building a goal plan that fits your lifestyle and risk tolerance, to putting it into action, and adjusting your plan over time.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Basic investing strategies

Getting started

When investing, following a strategy can help you stay on course and keep you from making emotional decisions. In this video series, we introduce you to some basic investing strategies.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Intro to fundamental analysis

Getting started

Fundamental analysis is an approach to measuring the fair value of an investment. This course will discuss some of the metrics and techniques investors can use to evaluate publicly traded securities.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Getting started with value investing

Getting started

Welcome to Getting started with value investing! In this course, we'll walk you through a series of lessons to help you gain an understanding of this investing strategy.

Available now.


Watch in WebBroker (EN)

Watch in WebBroker (FR)


Getting started with growth investing

Getting started

Growth investing is a common approach for long-term investors. In this course, we'll explain how it works, some ways for investors to evaluate growth investments, and what they might consider when building a growth-oriented portfolio.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Investing in ETFs and mutual funds

Getting started

Learn how self-directed investors can access professional portfolio management through investment funds. Discover the different types of funds available, how to research them, how to choose between them, and how to trade them.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


How I achieved financial independence while raising a family (Recorded Webinar)

Getting started

Learn how blogger Courtney Chaise attained financial independence while becoming a stay-home parent.

Available now.

Watch in WebBroker or YouTube

(English only)


Tax planning strategies for Canadian self-directed investors

Beyond the basics

When should Canadian investors look at portfolio tax strategies? In this series, we'll tackle that question, as well as how different investment types can be taxed, how to build a tax-efficient portfolio, and more.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


How I'm managing my portfolio during higher inflation (Recorded Webinar)

Beyond the basics

Mark Seed of the blog "My Own Advisor" explains which asset classes may help navigate through periods of high inflation.

Available now.

Watch in WebBroker or YouTube

(English only)


Breaking down the basics of tax loss selling (Recorded Webinar)

Beyond the basics

Learn some of the key terms and concepts that investors need to know to understand tax-loss selling, the potential benefits and the risks.

Available now.

Watch in WebBroker or YouTube

(English only)

Webinars

Get investing and trading insights as we interview a diverse range of guest speakers. Join in live to take advantage of our Q and A segment.

Webinars

Panelist

Description

Dates


How we developed our unique investing styles (and you can too!)

Level: Getting started

With:

Shay, Humbled Trader

Tracy Ma, Financial Nirvana Mama

Henry Mah, Rising Yield on Investments

Explore three unique investing styles and the key questions and decisions that led our panelists to create theirs. 

Thursday, October 6 @ 1:00 p.m. ET

Register >
(English only)


Five ways I find value in a down market

Level: Beyond the basics

With Peter Hodson, 5i Research

Outsmart market volatility with five fundamental metrics for spotting undervalued stocks with strong bounce-back potential.

Tuesday, October 11 @ 1:00 p.m. ET

Register >
(English only)


How to get started as a day trader

Level: Beyond the basics, Advanced concepts 

With Shay, Humbled Trader

Explore the risks and opportunities of day trading and learn some basic strategies for new day-traders.  

October 25 @ 6:00 p.m. ET

Register >
(English only)

Master Classes

Want to develop a particular investing or trading skill and put it into practice? Join an interactive, step-by-step walkthrough of a broad range of topics, and get on-the-spot answers to your questions from our experienced instructors.

Master Class

Description

Dates


Level:
Getting started, Beyond the basics, Advanced concepts

Ready for a more hands-on approach? Explore Master Classes on technical analysis strategies, options trading, trading on margin, and short selling.  

Video Courses

Start learning today: access our curated list of on-demand video content. 

Video Courses

Level

Description

Dates


Managing a portfolio

Getting started  

Managing investments on your own? In this course, you'll learn the basics of portfolio management, from building a goal plan that fits your lifestyle and risk tolerance, to putting it into action, and adjusting your plan over time.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Basic investing strategies

Getting started

When investing, following a strategy can help you stay on course and keep you from making emotional decisions. In this video series, we introduce you to some basic investing strategies.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Introduction to options

Getting started

Welcome to Intro to options! This series will introduce you to common options terminology, explain the rationale between buying and selling calls and puts, cover how to read an option chain, and more.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Basic option strategies

Getting started

Welcome to Basic option strategies! In this course, we'll discuss various two-legged option strategies including covered calls, vertical spreads, and calendar spreads.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Introduction to the thinkorswim platform (Recorded Webinar)

Getting started

Dive into our powerful thinkorswim platform. The platform provides a rich experience for traders, such as advanced order entry capabilities, extensive charting, and options analytics. 

Available now.

Watch in WebBroker or YouTube

(English only)


Account types: cash, margin, and short-selling

Getting started, Beyond the basics

There are different account types available with TD Direct Investing. This course focuses on cash and margin accounts, and the ability to short sell. We define key terms, and present the benefits and risks associated with each account feature.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Things to know when trading options

Beyond the basics

Welcome to Things to know when trading options! In this series, we'll start by discussing how options pricing works. Next, we'll go over the similarities and differences of index and ETF options and explain how options exercise and assignment work.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Advanced Dashboard essentials

Beyond the basics

Welcome to Introduction to TD Advanced Dashboard. In these videos, learn the features and tools that can help you optimize your trading experience.

Available now.

Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Learn how I minimize risk as an options trader (Recorded Webinar)

Beyond the basics

Long-time options trader and investing influencer Cody Yeh shares approaches he takes to minimize his risk when trading options while maximizing his potential to generate income.

Available now.

Watch in WebBroker or YouTube

(English only)


Margin trading considerations (Recorded Webinar)

Beyond the basics

Learn how margin works as we answer common questions such as "Why would I use margin?" and "What are the benefits and risks of margin trading?"

Available now.

Watch in WebBroker or YouTube

(English only)

Webinars

Get investing and trading insights as we interview a diverse range of guest speakers. Join in live to take advantage of our Q and A segment.

Webinars

Panelist

Description

Dates


How we developed our unique investing styles (and you can too!)

Level: Getting started

With:

Shay, Humbled Trader

Tracy Ma, Financial Nirvana Mama

Henry Mah, Rising Yield on Investments

Explore three unique investing styles and the key questions and decisions that led our panelists to create theirs.

Thursday, October 6 @ 1:00 p.m. ET

Register >
(English only)

Master Classes

Want to develop a particular investing or trading skill and put it into practice? Join an interactive, step-by-step walkthrough of a broad range of topics, and get on-the-spot answers to your questions from our experienced instructors.

Master Class

Description

Dates


Level:
Getting started, Beyond the basics, Advanced concepts

Learn how different fixed-income products – like GICs – can provide income while managing risk to your capital. 

Video Courses

Start learning today: access our curated list of on-demand video content. 

Video Course

Level

Description

Dates


Intro to personal finance

Getting started  

If you're looking to save and invest for the future, sorting your finances is the first step. In this course, learn about personal budgets, expense tracking, credit and loans, how to decide whether to rent or buy a home, and more.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Managing a portfolio

Getting started

Managing investments on your own? In this course, you'll learn the basics of portfolio management, from building a goal plan that fits your lifestyle and risk tolerance, to putting it into action, and adjusting your plan over time.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Account types: registered plans

Getting started

How do you know which registered plans are right for your investing needs? In this course, we run through some of the more common options so you can see how they may support your unique investing goals.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


How to simplify investing for retirement (Recorded Webinar)

Getting started

Brian See from Evermore Capital explains some best practices for Canadians to keep in mind as they plan for retirement and some of the ways they can simplify their approach to saving and investing.

Available now.

Watch in WebBroker or YouTube

(English only)


Tax planning strategies for Canadian self-directed investors

Beyond the basics

When should Canadian investors look at portfolio tax strategies? In this series, we'll tackle that question, as well as how different investment types can be taxed, how to build a tax-efficient portfolio, and more.

Available now.

Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)

Webinars

Get investing and trading insights as we interview a diverse range of guest speakers. Join in live to take advantage of our Q and A segment.

Webinars

Panelist

Description

Dates


How we developed our unique investing styles (and you can too!)

Level: Getting started

With:

Shay, Humbled Trader

Tracy Ma, Financial Nirvana Mama

Henry Mah, Rising Yield on Investments

Explore three unique investing styles and the key questions and decisions that led our panelists to create theirs.

Thursday, October 6 @ 1:00 p.m. ET

Register >
(English only)


Why we use high-yield income strategies in early retirement

With Adrian Starinieri and Erica Villani, Passive Income Investing

Level: Getting started

Webinar

Explore an investment plan built around high-yield income funds and how to select them. 

Thursday, October 13 @ 6:00 p.m. ET

Register >
(English only)


How I choose between dividend stocks that fit my investing criteria 

With Mike Heroux, The Dividend Guy

Level: Beyond the basics

Webinar

Discover a six-step process for choosing dividend stocks. 

Wednesday, October 19 @ 1:00 p.m. ET 

Register >
(French only)


An introduction to Real Estate Investment Trusts (REITs) 

With Charles Alexandre Trudeau, Prosperity Club

Level: Getting started

Webinar

Get the scoop on the definition of a REIT, how it's traded, and why investors may consider REITs in order to generate income for their portfolio.

Wednesday, October 26 @ 1:00 p.m. ET

Register >

(French only)

Master Classes

Want to develop a particular investing or trading skill and put it into practice? Join an interactive, step-by-step walkthrough of a broad range of topics, and get on-the-spot answers to your questions from our experienced instructors.

Master Class

Description

Dates


Level:
Getting started, Beyond the basics, Advanced concepts 

Learn about fixed-income securities, dividend investing, and selling options for income.

Video Courses

Start learning today: access our curated list of on-demand video content. 

Video Courses

Level

Description

Dates


Intro to personal finance

Getting started  

If you're looking to save and invest for the future, sorting your finances is the first step. In this course, learn about personal budgets, expense tracking, credit and loans, how to decide whether to rent or buy a home, and more.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Managing a portfolio

Getting started

Managing investments on your own? In this course, you'll learn the basics of portfolio management, from building a goal plan that fits your lifestyle and risk tolerance, to putting it into action, and adjusting your plan over time.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Basic investing strategies

Getting started

When investing, following a strategy can help you stay on course and keep you from making emotional decisions. In this video series, we introduce you to some basic investing strategies.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Account types: registered plans

Getting started

How do you know which registered plans are right for your investing needs? In this course, we run through some of the more common options so you can see how they may support your unique investing goals.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Investing in ETFs and mutual funds

Getting started

Learn how self-directed investors can access professional portfolio management through investment funds. Discover the different types of funds available, how to research them, how to choose between them, and how to trade them.

Available now.

Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)

Why I use the dividend triangle to build my portfolio

(Recorded Webinar)

Getting started

Mike Heroux of Dividend Stocks Rock explains what the "dividend triangle" is and why he believes it's a useful framework for selecting dividend stocks. 

Available now.

Watch in WebBroker or YouTube

(English only)


Tax planning strategies for Canadian self-directed investors

Beyond the basics

When should Canadian investors look at portfolio tax strategies? In this series, we'll tackle that question, as well as how different investment types can be taxed, how to build a tax-efficient portfolio, and more.

Available now.


Watch in WebBroker or YouTube (EN)

Watch in WebBroker or YouTube (FR)


Learn how you can generate passive options income on a budget (Recorded Webinar)

Beyond the basics

Learn why investors on a budget may want to consider covered call ETFs as one approach to generating income as well as some of the risks and opportunities with this strategy.

Available now.

Watch in WebBroker or YouTube

(English only)

TD Direct Investing Investor Education

The Learning Centre offers extensive online resources to help build confidence with self-directed investing.


Open an account online – it's fast and easy

Whether you're new to self-directed investing or an experienced trader, we welcome you.

  • Apply online

    It's easy to open a cash, margin, RSP, or TFSA account.

  • Call us

    We're here for you. Monday to Friday, 7 am to 8 pm ET

    1-800-465-5463 1-800-465-5463
  • Book an appointment

    Let's chat, face-to-face at a TD location convenient to you.

Have a question? Find answers here