Financial Planning Courses Starting Fall 2025

Build practical budgeting skills and long-term financial strategies through hands-on learning experiences designed for real-world application.

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Starting November 2025

Strategic Budget Planning

Learn to create sustainable budgets that actually work for your lifestyle. This course focuses on practical techniques that help you stick to financial plans without feeling restricted.

Duration: 12 weeks
Schedule: Tuesday evenings, 7-9 PM
Format: In-person & online hybrid
Investment: 5 CAD

Interactive Learning Sessions

Getting Started

Registration opens in August 2025. We keep class sizes small to ensure everyone gets personal attention and can practice the concepts in a supportive environment.

1
Complete the brief application form to help us understand your financial goals
2
Schedule a 15-minute chat with our program coordinator
3
Secure your spot with a deposit and receive your welcome materials

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Marina Caldwell

Lead Instructor

Marina brings 15 years of financial planning experience to our courses. She worked with families and small businesses in Montreal before moving to teaching because she wanted to help more people build confidence with their money.

Her approach focuses on making financial planning feel less overwhelming and more like a skill you can actually master. Students appreciate that she shares real examples from her own financial journey, including mistakes she made early on.

Long-term Savings Strategies

Debt Management Planning

Emergency Fund Building

Goal-Based Budgeting