BUDGETING
The Basic Foundation for Financial Success course is aimed at imparting knowledge and practical skills to a person needed for sound financial planning. Over the course, you will tackle several modules, which will help one to learn the basics of financial success. Some of these are how to manage debts, how to build long-term plans and goals and necessities of saving for rainy days.
PROTECTING YOUR FAMILY IN CANADA
This course explains in detail how you can secure the financial future of your family by planning in the area of insurance, estate, investments, and risks. The major types of insurances discussed are life insurance, disability insurance and long term insurance, plus the suited ways of getting the right coverage levels for a family. Specialized areas such as how to write a will or power of attorney as well as trusts are also discussed.
INVESTMENTS 101
This Level 3 course gives Canadian investors all the necessary knowledge to make smart investments and build their financial security. Across this program you will gain expertise in evaluating and controlling investment risk plus you will learn about different investment accounts market patterns and designing a long-term strategy. Through hands-on lessons, this program gives you tools to select good investments and build your wealth while following financial planning for retirement in Canada's market.