Master Personal Finance & Investment Strategy
Build real financial confidence through our structured learning program. From budgeting basics to investment portfolio management, we'll guide you through practical skills that actually work in the real world.
Start Your Financial JourneyPractical Learning That Sticks
Our program focuses on hands-on learning with real scenarios you'll face. No theory-heavy lectures — just practical skills you can use immediately to improve your financial situation.
- Personal budgeting systems that actually work
- Investment fundamentals for Canadian markets
- Risk assessment and portfolio building
- Tax optimization strategies
- Retirement planning for different life stages
- Emergency fund planning and debt management
Foundation Track
Perfect for beginners. Learn budgeting, saving strategies, and basic investment concepts through practical exercises.
8 weeksInvestment Focus
Dive deeper into portfolio management, market analysis, and building long-term investment strategies that fit your goals.
12 weeksAdvanced Planning
Comprehensive financial planning including tax strategies, estate planning, and advanced investment techniques.
16 weeksReal Results from Real People
Our graduates share their experiences and the practical changes they've made to their financial lives
The program helped me understand investing beyond just throwing money at index funds. I built a proper emergency fund and started a systematic investment plan that fits my risk tolerance.
Finally, a financial course that doesn't make you feel stupid for asking basic questions. The tax planning section alone saved me hundreds on my 2024 return.
The practical approach made all the difference. Instead of theory, we worked with actual budget scenarios and investment calculations. I use these tools every month now.
Great balance of challenge and support. The instructors really know their stuff, and the group discussions helped me see different perspectives on financial planning.
Your Learning Journey
Step-by-step progression through practical financial skills
Foundation Building
Start with budgeting fundamentals and financial goal setting. Learn to track expenses and identify spending patterns that actually matter.
Investment Basics
Understand different investment types, risk levels, and how to match investments to your goals. Practice with real market scenarios.
Portfolio Development
Build your personal investment strategy. Learn asset allocation, diversification, and how to rebalance your portfolio over time.
Advanced Planning
Tax strategies, retirement planning, and long-term wealth building. Create your personal financial plan with ongoing support.
Choose Your Learning Path
All programs include lifetime access to materials and alumni support network
Foundation
- Personal budgeting systems
- Basic investment principles
- Emergency fund planning
- Weekly group sessions
- Digital workbook included
Investment Focus
- Everything in Foundation
- Portfolio building workshop
- Canadian tax optimization
- One-on-one planning session
- Investment tracking tools
Complete Planning
- Everything in Investment Focus
- Advanced tax strategies
- Estate planning basics
- Quarterly check-in sessions
- Professional network access
Winter 2026 Cohort: January 20, 2026
Early registration discounts available until August 1, 2025