Professional Financial Education

Building strong financial foundations through expert-designed learning programs and practical money management skills.

Financial Mastery Learning Program

Build practical financial skills through hands-on learning. Our comprehensive program covers budgeting, investment basics, and business financial planning across six focused months.

24 Weeks of Learning
4 Core Modules
12 Practical Workshops

What You'll Learn

Our curriculum focuses on real-world financial skills that you can apply immediately. Each module builds on the previous one, creating a solid foundation for personal and business financial management.

  • Personal Budget Creation and Management
  • Investment Fundamentals and Portfolio Building
  • Business Financial Planning and Analysis
  • Risk Assessment and Financial Decision Making
  • Tax Planning and Optimization Strategies
  • Financial Software and Tools Mastery
Students working on financial planning exercises during hands-on workshop session

Meet Your Instructors

Learn from experienced financial professionals who bring real industry knowledge to every class.

Rhiannon Chen, Lead Financial Instructor

Rhiannon Chen

Lead Financial Instructor

Former investment advisor with 12 years experience helping individuals and small businesses develop sustainable financial strategies. Specializes in making complex concepts accessible.

Saskia Winters, Business Finance Expert

Saskia Winters

Business Finance Expert

CPA with extensive background in small business consulting. Brings practical experience from helping over 200 Canadian businesses improve their financial operations and planning.

Your Learning Journey

Our structured 24-week program takes you from financial basics to advanced planning techniques. Classes begin September 2025.

Weeks 1-6

Foundation Building

Start with personal budgeting fundamentals, cash flow analysis, and basic financial terminology. Build your first working budget and learn to track expenses effectively.

Weeks 7-12

Investment Basics

Explore investment options, risk assessment, and portfolio diversification. Learn about stocks, bonds, and mutual funds through practical exercises and case studies.

Weeks 13-18

Business Finance

Dive into business financial planning, cash flow forecasting, and financial statement analysis. Perfect for entrepreneurs and small business owners.

Weeks 19-24

Advanced Planning

Master tax optimization, retirement planning, and long-term financial strategies. Complete your capstone project with personalized financial plan.

Ready to Transform Your Financial Future?

Our September 2025 cohort is now accepting applications. Join other motivated learners in building the financial skills that will serve you for life.

Apply for September 2025