Personal Finance Mastery Program
Build solid financial foundations through structured learning modules that progress from basic budgeting to advanced investment strategies. Our curriculum adapts to your current knowledge level.
Request Program InformationFinancial Foundation Building
Budget Creation & Management
Learn to track income and expenses effectively. We cover different budgeting methods including zero-based and 50/30/20 approaches.
Emergency Fund Strategy
Understand how to build and maintain emergency reserves. Calculate your specific needs based on lifestyle and income stability.
Debt Management Plans
Explore debt payoff strategies including avalanche and snowball methods. Learn when each approach works best for different situations.
Investment & Growth Planning
Investment Account Types
Compare RRSPs, TFSAs, and non-registered accounts. Understand contribution limits and withdrawal rules for Canadian investors.
Portfolio Diversification
Learn asset allocation principles and how to balance risk across different investment types. Practice with example portfolios.
Risk Assessment Tools
Discover how to evaluate your risk tolerance and adjust investments accordingly. Use questionnaires and scenarios to find your comfort level.
Long-term Financial Security
Retirement Calculation Methods
Calculate how much you need for retirement using different scenarios and inflation assumptions. Plan for various retirement ages.
Tax Optimization Strategies
Understand how to minimize taxes through legal strategies. Learn about income splitting, tax-loss harvesting, and timing considerations.
Estate Planning Basics
Cover wills, power of attorney, and beneficiary designations. Understand how to protect your family's financial future.
How We Track Your Progress
Multiple assessment methods help you gauge your understanding and apply concepts to real-world situations throughout the program.
Practical Exercises
Work through budgeting scenarios using your own financial data. Create actual budgets and investment plans you can implement immediately.
Weekly submissionsCase Study Analysis
Analyze different financial situations and recommend solutions. Practice decision-making with various income levels and life circumstances.
Monthly projectsProgress Discussions
One-on-one sessions to review your financial goals and progress. Get personalized feedback on your financial planning approach.
Bi-weekly check-insStart Your Financial Education Journey
Our next cohort begins with comprehensive onboarding and goal-setting sessions.
Program starts September 15, 2025 • Application deadline: August 1, 2025