Academy
From your first budget to your first portfolio.
A structured path in four levels. Each one ends inside a real tool, so you learn on your own numbers — not on theory.
Step by step•Plain language•Canadian rules•Learn by doing•Free•Bilingual•Step by step•Plain language•Canadian rules•Learn by doing•Free•Bilingual•Step by step•Plain language•Canadian rules•Learn by doing•Free•Bilingual•
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Skills covered
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Tool journeys to practice
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Cost to learn
The learning path
- 01
Level 1
Master your cash flow
Know exactly what comes in and what goes out. Build a budget that includes irregular and annual expenses — the ones that usually break it.
- Track income and expenses by frequency
- Spot the leaks in a month of statements
- Set a realistic monthly surplus
- 02
Level 2
Get out of debt
Turn a pile of balances into one clear payoff plan. Compare avalanche and snowball, and see the exact month you become debt-free.
- List every balance and rate
- Choose a payoff order with the math shown
- Automate the plan and track progress
- 03
Level 3
Build your safety net
From first emergency fund to the right registered account. Learn where each dollar goes first: TFSA, RRSP or FHSA.
- Size your emergency fund
- Understand contribution rooms
- Pick the right account order
- 04
Level 4
Invest for the long term
Compound growth, risk and time horizon — without jargon. Project your net worth over 5, 10 and 20 years and see what changes move it.
- Learn how compounding really works
- Balance GICs, bonds and equities
- Project your future net worth