Financial Literacy That Fits Your Life
Most people don't have time for traditional financial education. That's why we built a program that adapts to how you actually learn — whether you prefer quick videos during lunch breaks, weekend deep-dives, or interactive sessions with real questions. You pick the pace. We handle the structure.
Pick Your Learning Style
Some folks absorb information through reading. Others need to see charts. A few want to talk through scenarios with someone who gets it. Our program works all three ways because financial planning isn't one-size-fits-all, and neither is learning about it.
Video Lessons
Short, focused clips you can watch on your phone. Each one covers a single concept — no fluff.
Written Guides
Detailed breakdowns with examples from real situations we've seen over the years.
Live Sessions
Monthly group calls where you can ask those questions that only make sense in context.
Workbook Exercises
Practical tasks that help you apply concepts to your actual financial situation.
Mix and Match
Start with videos, switch to reading when you need more detail, then join a live session to clarify. Most participants use all formats.
Support When You Need It
Learning financial planning brings up questions. Sometimes at 10pm on a Tuesday. We've set up multiple ways to get answers without waiting days for a response.
Direct Access Channel
Submit questions through our platform. We respond within 24 hours on weekdays, usually faster. No automated responses.
Peer Discussion Groups
Connect with other participants who are working through similar challenges. Sometimes the best insight comes from someone in the same boat.
Resource Library
Templates, calculators, checklists — things we've built over years of client work. Download whatever helps.
Follow-Up Consultations
After completing the program, book a one-on-one session to review your specific situation and next steps.
Torben Lindquist
Small business ownerI'd tried three different financial courses before this one. What made the difference was being able to ask specific questions about my contracting income. The live sessions alone were worth it.
Siobhan Rourke
Healthcare professionalThe workbook exercises made everything click. I'd read about emergency funds before, but actually calculating mine based on my real expenses changed how I thought about savings.
Elowen Thackeray
Marketing consultantBest part was learning at my own speed. Some weeks I had time to go deep, other weeks I just watched one video. No pressure, but the structure kept me moving forward.
How Enrollment Works
We start new cohorts three times a year to keep groups small enough for meaningful interaction. Next session begins September 2025.
Initial Assessment
Fill out a short questionnaire about your current financial knowledge and goals. Takes about 10 minutes. This helps us personalize some of the content recommendations.
Available nowEnrollment Confirmation
Once you're registered, you'll receive login credentials and access to the full curriculum. Early registrants get bonus content about Canadian tax considerations.
Within 2 business daysProgram Start
Cohort officially begins with a live orientation session. We'll walk through the platform, introduce the format options, and answer setup questions.
September 15, 2025Four-Week Journey
Work through modules at your pace. Attend live sessions if they fit your schedule. Submit questions anytime. Most people spend 3-5 hours per week on coursework.
September 15 - October 13, 2025Registration Opens July 2025
We cap enrollment at 25 participants per cohort. Get details about the curriculum, pricing, and what to expect.
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