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SIMPLE, AWESOME & FUNNY FINANCIAL EDUCATION

FOR FAMILIES

FOR FAMILIES

Family is the most important thing in the world. But money and financial security has definitely got to be in your Top 5. Educating yourself, and your family, about money management will ensure a secure future for your loved ones.

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FOR STUDENTS

FOR STUDENTS

For decades, the government and organizations have been talking about increased financial literacy for students. Well they need talk no more, the solution is finally here - an animated video education program that is extremely easy to understand.

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When it comes to Finances, it is 100% better to understand it yourself! Get this knowledge now to become more self confident, empowered & wealthier in your daily life.

 

OUR PROGRAM IS

  • Around 30 hours of Education that is quite humorous
  • 9 modules and over 60 sub-modules
  • Whether you are a Beginner or Advanced investor, there is content of use to you
  • Adults and children alike will benefit greatly from understanding how money works
  • Each sub-section is a “5 - 35 minute” video segment for any age group
  • The program builds from the basics to cover sequentially harder topics
  • Check out a sample video, to understand how much you will enjoy this education and to be amazed how fast you learn
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Subscribe Our Youtube Channel
 
 

THE PROGRAM SHOWS YOU HOW TO SYSTEMATICALLY BUILD WEALTH

Retire 4x richer

Retire 4x richer By investing

Children graduate

Children graduate university debt-free

Build your down

Build your down Payment faster

Buy lots more stuff

Buy lots more stuff

Decrease your

Decrease your Tax payments

 

You will be amazed how simple the video is for such complicated information & how quickly you learn

 

THE 9 MAIN MODULES ARE AS FOLLOWS:

This is where you learn the nuts & bolts of “INVESTING” and lay a strong foundation for future topics; with lessons like Compound, Interest, Stocks, Bonds & GICS. Chapter 1 is our free demo chapter!!

WHAT YOU LEARN

  • What is Compound interest?
  • How does it help in retirement?
  • What is the benefit of saving early?
  • What is the rule of 72?
  • What is a Stock?
  • What is a Bond?
  • What is a GIC?
  • What is the GIC guarantee?
  • How do Stock market cycles work?
  • Stocks vs. Bonds?
  • The importance of diversification?
INVESTING FUNDAMENTALS
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Once you cover the fundamentals, you can learn about the most popular investment vehicle “THE MUTUAL FUND”. Here we talk not only about Mutual Funds, but Risk Profile, Risk Tolerance & Rebalancing

WHAT YOU LEARN

  • What is a Mutual fund ?
  • What is the Management Expense Ratio ?
  • Types of Mutual funds ?
  • What are Indexed Mutual funds ?
  • Active vs. Index funds ?
  • How to choose Mutual funds ?
  • What is your risk profile & tolerance ?
  • Why do you need to rebalance your portfolio ?
MUTUAL FUNDS

Here we go through looking at a Stock on Yahoo finance and explain much of the terminology, that will help you to understand how the Stock market works and key terms when it comes to individual stocks.

It will not only help you to become a better investor, but it will you to understand business and the economy as well.

WHAT YOU LEARN

  • What is the Bid-Ask spread ?
  • What is Market capitalization ?
  • What is the Book value of a company ?
  • What is the Price to Book ratio ?
  • What drives the price of shares up and down ?
  • What is the beta of a stock ?
  • What is Earnings per share ?
  • What is the Price to Earnings ratio ?
STOCK MARKET TERMINOLOGY

Discount Brokerages are the Online Trading system that you use to invest online. Using these systems can be intimidating, but we have made understanding and using the system easy through our content.

We will guide you through a trade and all the features of this system, so that it becomes as easy for you as using a household appliance.

WHAT YOU LEARN

  • What is a Discount Brokerage ?
  • How do you set up a Discount Brokerage ?
  • How to avoid high exchange rate fees within the Brokerage ?
  • How to make a trade ?
  • Explain all the main features of a Discount Brokerage ?
DISCOUNT BROKERAGES (ONLINE TRADING SYSTEM)

These are the cool new investments on the blocks. ETFs were actually created in Canada in 1990 on the Toronto Stock exchange. They have low fees and an tax efficient structure. They are like Mutual funds, in that they are a single investment containing multiple stocks or bonds. You can buy one unit and own hundreds of companies and an ETF can therefore be a diversified investment. ETFs trade on stock exchanges and therefore you generally buy them through a Discount brokerage

WHAT YOU LEARN

  • What is an Exchange traded fund ?
  • How do they differ from an Indexed fund ?
  • How does a PAC work ?
  • How does a DRIP work ?
  • How does a SWP work ?
  • How are ETFs created ?
  • Why are they rebalanced?
  • Why are ETFs more tax efficient ?
  • What is your Trading expense ratio ?
  • What is a Fund's turnover?
  • What is an Actively managed ETF?
  • Hedged vs. Unhedged ETFs?
  • What is a Smart beta ETF?
EXCHANGE TRADED FUNDS

You learn math in school, but you don’t learn taxes. And taxes will be there, unfortunately, for the rest of your life. Learn lessons like Federal & Provincial Taxes, your Marginal Tax Rate, Capital Gains Tax, Dividend Income Tax and Interest Income Tax

WHAT YOU LEARN

  • How do Federal taxes work ?
  • What is your Provincial tax rate ?
  • What is your Marginal tax rate ?
  • How does Capital gains tax work ?
  • What is your Dividend income tax rate ?
  • How does Interest income tax work ?
  • How are Foreign dividends taxed ?
  • How to avoid US withholding tax ?
  • A comparison of investment taxes ?
  • An introduction to filing Canadian taxes ?
WATCH SAMPLE
TAX VIDEOS
NOW FREE
TAXATION

Retirement plans are confusing, but once you watch this chapter, you will finally understand them. In addition learn how to get matching grants from the government using the RESP. This chapter is critical for those seeking higher education and for retirement. We’ve used a few samples from this chapter in our Advanced concepts.

WHAT YOU LEARN

  • What is a RRSP?
  • How does the Homebuyer plan work ?
  • How does the tax refund work?
  • What is the Lifelong learning plan ?
  • What is Withholding tax
  • What is a RRIF ?
  • How do TFSAs work ?
  • RRSPs v.s. TFSAs ?
  • An explanation on Registered Education Savings plans ?
WATCH SAMPLE
“RRSP” VIDEOS
NOW FREE
WATCH SAMPLE
“RESP” VIDEOS
NOW FREE
TAX SHELTERED VEHICLES

Finally we move onto Life Insurance - a necessity for every family to protect their dependents.

WHAT YOU LEARN

  • What is life insurance ?
  • How much life insurance is needed ?
  • What is the x-curve of wealth ?
  • How does term insurance work ?
  • An explanation on Permanent Cash value insurance?
  • Term vs. Permanent insurance ?
  • An explanation of Buy Term & Invest the Rest ?
  • How Permanent cash value insurance can be an excellent additional tax shelter ?
  • What is a life insurance exclusion
  • How does renewable term insurance work ?
  • What is convertible term insurance ?
  • What are life insurance riders ?
  • What is the Assuris guarantee ?
WATCH A SAMPLE
LIFE INSURANCE VIDEO
NOW FREE
LIFE INSURANCE

Buying Individual Bonds can be be complicated, but here we will hold your hand and show you how to buy Fixed income online. We will also explain key bond terms like different measures of yield such as yield to maturity and coupon rates.

We explain the relationships between Bonds & Interest rates and key terms that measure this relationship like a Bond's duration.

WHAT YOU LEARN

  • What is the relationship between Bonds & Interest Rates ?
  • What is the Duration of a Bond or Bond portfolio ?
  • Par (Face value) of a Bond vs. Market value ?
  • What is the Coupon rate of a Bond ?
  • What is the current yield of a Bond ?
  • What is the Yield to maturity of a Bond ?
  • What is a Zero-coupon Bond ?
  • How to Buy Bonds online through a discount brokerage ?
BUYING BONDS ONLINE & ADVANCED BOND TERMS

After sections of the program we use questionnaires to test your knowledge

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When you complete this program

You will understand how to invest & avoid many of the pitfalls investors make

Gain both the strength and interest to start investing and avoid any financial fraud or scams

This is not a “get rich quick scheme” or in other words a “get broke quick scheme”

It is a systematic & thorough understanding of personal finance

It is Valista Education

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THE VALISTA ADVANTAGE

THE VALISTA ADVANTAGE

Than existing financial literacy material
and this is why Valista is so much easier to understand

01

And at Valista we have the passion for creating content & we happen to be really good at it!!!

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We could spend "days", "weeks", "months" – finding a creative video explanation for you & we love doing this !!!

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We do not sell financial products or planning. Rather, our core competency is rather making you understand something complex very quickly

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Unique & simple presentation style videos

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Which have an excellent flow of information making the videos very easy to understand

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We have added humour to keep you entertained & engaged

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And using a story, with characters is a no!!!

This would make the videos too long & boring and not suitable for very complicated topics like these that involve many moving pieces

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Instead we narrate complex information quickly using line humour & relevant images to keep you interested

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And take you over our proven path from the simplest concept to the most complicated ones

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We keep your mind stimulated by keeping the content fresh.
We consistently use new images – both cartoon and real images of people

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And let's be real, ok! Personal finance can be boring….
But we've made it interesting and leave you wanting more

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Which helps you to better your finances & your life

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And what do you call that? We call it the miracle of Valista Education

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Demo one of our simple or advanced topics
And tell us what you think!!!

FAIYYAD HOSEIN

FAIYYAD HOSEIN

Faiyyad has a Bachelors Degree in Management & Economics from the University of the West Indies, where he graduated with First Class Honours.

Beginning his career in the Caribbean at the Ministry of Planning & Development in Trinidad & Tobago.

Faiyyad also worked at a mid-sized Oil & Gas company before relocating to Canada.

In Toronto ON, Faiyyad completed his Masters of Business Administration (MBA) at the Rotman School of Management. He graduated on the Dean’s List class of 2011 with a major in Finance & Consulting. He then worked at a Big 5 Canadian bank as a Associate Credit Risk Manager and then spent time at an Investment brokerage before founding Valista Education.

Valista Education has given Faiyyad an opportunity to merge his passion for multimedia production with personal finance. A true creative he has presented numerous workshops on Advanced visuals & the Presentation of Complex information and is obsessed with the perfect presentation.

Faiyyad’s objective is to share unbiased financial education with individuals, families and organizations by breaking down difficult concepts in a fun and easy way.

Faiyyad has been teaching Investing for Seniors, Investment Planning and Investing 101 for Millenials in “Continuing education” with a Toronto based school board for the past three years.

He works with numerous private clients for group classes both online and in-person and also one on one coaching sessions.

Faiyyad has taught hundreds of students how to invest with incredible feedback.

Once you see the depth and beauty of his content, you will realize you will ever learn as quickly or retain as much information on how to grow your wealth as you will at Valista Education!

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HERE OUR FOUNDER SPEAK

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Take a look at this short video with our founder
explaining why you should take his amazing classes.

Clients Speak

33 GOOGLE REVIEWS AND COUNTING
MORE THAN 25 LINKEDIN RECOMMENDATIONS

TESTIMONIALS

APPLICATION : You will actually feel confident enough to use this knowledge to invest & better your life

TRANSPARENCY : You want completely unbiased information, when it comes to your money.

 

AFFILIATIONS

StartGBC is proud to have worked with Valista Education as they have continued to advance on their journey as a start-up company. Through this collaborative journey, we have seen continuous progress, maturity in management style and the implementation of sound entrepreneurial skillsets.

Their product is of great value to those seeking to advance their financial literacy in understanding Compound interest, Stocks, Bonds, Guaranteed Investment Certificates, Stock market cycles and Mutual funds. There are many youth and adults, who do not properly grasp these fundamental but complex concepts critical to money management and the importance of the economic security of making wealth grow.

We held a session for them to provide constructive feedback on the product and its delivery. The content viewed, engaged the audience completely for an hour and a half, was very well structured and communicated the concepts in a way that makes it comprehensible to the average person and creates a desire to learn more. The participant feedback was positive, and all indicated their desire to experience the other course modules.

StartGBC is therefore happy to recommend Valista Education as a provider of quality workshops in this complex but important financial subject matter.

~ Start GBC Manager, Neal Lilliot.

WE HAVE WORKED WITH

Student Participant:

I definitely found the speech was beneficial to us, especially as young students, to be able to invest our money for future benefits and understand the total growth of our money over time.

I definitely feel like everyone should learn and have basic knowledge of financial literacy and it should be incorporated into our syllabus. All students, not just business students need to learn about financial literacy.

Because money is definitely important.

I look forward to saving & investing!

CHAGUANAS
NORTH SECONDARY
HIGH SCHOOL

Teacher:

Head of the Business Studies Department

The class was excellent, concerning Saving and Investing. The students have all expressed interest in Saving, with the little that they have.

They are willing but they need guidance. We aim to raise financing for them to invest and this has opened their eyes to the world of business & finance.

The lecture presented was excellent, well prepared and we really had a wonderful session.

The students who attended told all the other students about this lecture and in future we will incorporate all the students. We look forward to future sessions with you all.

Owner

Excellent presentations to my staff on the importance of Investing.

Very interesting and fun presentations!

~ Kesh Chatoor