Visual Overview
Imagine a vibrant, optimistic setting with a diverse individual or couple reviewing finances at home, surrounded by icons like a piggy bank, growth chart, and roadmap.
What Our Students Say
“I’ve cleared $15k in debt and built a 3‑month safety net thanks to this course — it’s life‑changing!”
— Sarah T., Vancouver, BC
Why Choose This Course?
- Holistic, Step‑by‑Step Structure – From emergency funds to long‑term investing.
- Real-World, Actionable Guidance – Developed for everyday Canadians.
- Financial Confidence & Mindset Shift – For lasting behavioral change.
Course Curriculum
- 1. Understanding Your Current Financial Situation
- Calculating Monthly Expenses
- Identifying Income Streams
- Listing Debts and Interest Rates
- Analyzing Financial Traps
- Building a Safety Net
- Determining Emergency Fund Size
- Choosing a High-Yield Savings Account
- Setting Initial Savings Goals
- Understanding the Importance of an Emergency Fund
- Automating Savings Strategies
- Setting Up Automatic Transfers
- Treating Savings as a Non-Negotiable Bill
- Overcoming Willpower Challenges
- Benefits of Automated Savings
- Debt Management Techniques
- Prioritizing High-Interest Debt
- Applying the Debt Avalanche Method
- Celebrating Debt Payoff Milestones
- Avoiding Future Debt Accumulation
- Introduction to Investing
- Opening a Brokerage Account
- Understanding Index Funds and ETFs
- Automating Investment Contributions
- The Importance of Starting Early
- Side Income Stream Generation
- Exploring Freelancing Opportunities
- Selling Services or Products
- Creating Digital Products
- Managing Side Income Investments
- Financial Freedom Goal Setting
- Defining Your Freedom Number
- Setting 12-Month Milestones
- Tracking Progress Regularly
- Adjusting Your Plan as Needed
- Budgeting Basics
- Creating a Monthly Budget
- Tracking Income and Expenses
- Identifying Areas to Cut Spending
- Using Budgeting Apps or Tools
- Understanding Interest Rates
- Impact of High-Interest Rates
- Strategies for Lowering Interest Rates
- Understanding APR vs. APY
- Negotiating with Creditors
- Investment Options
- Stocks vs. Bonds
- Mutual Funds
- Real Estate Investing (Introduction)
- Retirement Accounts (401k, IRA)
- Risk Management
- Understanding Investment Risk
- Diversifying Investments
- Protecting Assets
- Insurance Basics
- Long-Term Financial Planning
- Setting Long-Term Financial Goals
- Planning for Retirement
- Estate Planning Basics
- The Power of Compounding
- Financial Mindset
- Developing a Healthy Relationship with Money
- Overcoming Financial Anxiety
- Staying Motivated on Your Financial Journey
- The Importance of Financial Literacy
Course Features
- Chapters 1–3: Understand your net worth, build savings, automate discipline.
- Chapters 4–6: Crush debt, start investing, build side income.
- Chapters 7–10: Set goals, budget smart, understand interest/investments.
- Chapters 11–13: Manage risk, plan long-term, transform your mindset.
Success Indicators
- Emergency fund covering 3–6 months
- 20–30% debt reduction in 3 months
- Diversified investment portfolio
- Greater confidence in financial decisions