Upcoming Financial Education Courses

Master budgeting fundamentals with expert-led programs designed for Canadian professionals. Our fall 2025 and winter 2026 sessions provide practical skills you'll use immediately.

Marcus Chen - Senior Financial Instructor

Marcus Chen

Senior Budget Strategist

15 years helping Canadian families build sustainable financial habits. Former bank advisor who understands real-world money challenges.

David Kowalski - Lead Financial Educator

David Kowalski

Lead Financial Educator

Certified Financial Planner with expertise in Canadian tax strategies and emergency fund planning. Makes complex concepts accessible.

Expert Instruction

Learn from Practitioners, Not Just Teachers

Our instructors bring years of hands-on experience working with Canadian families and businesses. They've seen what works and what doesn't in real budgeting situations.

  • Practical experience with Canadian banking systems
  • Understanding of provincial tax implications
  • Real case studies from actual client situations
  • Focus on actionable strategies over theory

2025-2026 Course Calendar

Choose the session that fits your schedule. All courses include practical exercises and real-world applications.

Budgeting Foundations

September 15 - October 20, 2025

Six-week intensive covering expense tracking, category planning, and emergency fund building. Perfect for beginners or those wanting to restart their financial journey.

Tuesdays & Thursdays, 7:00-9:00 PM | 12 sessions total

Advanced Budget Management

November 5 - December 10, 2025

Build on basic skills with investment planning, debt reduction strategies, and long-term financial goal setting. Requires completion of Foundations course.

Mondays & Wednesdays, 6:30-8:30 PM | 10 sessions total

Small Business Budgeting

January 14 - February 25, 2026

Specialized program for entrepreneurs and freelancers. Covers cash flow management, business expense categorization, and tax preparation strategies.

Saturdays, 10:00 AM-1:00 PM | 7 sessions total

Family Financial Planning

March 10 - April 14, 2026

Designed for couples and families managing multiple income sources, childcare costs, and education savings. Includes communication strategies for financial discussions.

Tuesday evenings, 7:00-9:30 PM | 6 sessions total

Hands-On Learning

Practice with Real Scenarios, Not Just Theory

Every session includes practical exercises using actual budget templates and case studies. You'll work through real financial situations that mirror what you'll face at home.

1

Budget Worksheets

Take home comprehensive templates you can use immediately with your own finances.

2

Group Exercises

Work through challenges with peers facing similar financial situations and goals.

3

Personal Review

Optional one-on-one sessions to discuss your specific budgeting questions and challenges.

4

Resource Library

Access to calculators, tracking apps, and Canadian-specific financial planning resources.

Students working together on budget planning exercises in classroom setting

Ready to Take Control of Your Finances?

Classes fill up quickly, especially our popular fall sessions. Early registration ensures your spot and gives you access to pre-course materials to help you get started.