The Finance You Need To Know -- Professional

The Finance You Need To Know -- Professional

The Finance You Need To Know is a holistic personal finance boot camp that teaches you the strategies and techniques required for a successful and independent future. This is a course created BY young professionals FOR young professionals.

If you are interested in the best ways to create and grow your wealth, or already know a lot but want to take things to the next level, then this is the course for you!

Course Learning Outcomes

✅ Learn to manage expenses, identify unnecessary ones, and reduce your cost of living

✅ Understand the advantages of different accounts, such as the TFSA, RRSP, Roth IRA, 401k, and more, through visual and analytical examples

✅ Learn how the stock market works, how mutual funds, index funds, ETFs, and individual company investments differ, and the techniques from legendary investors such as Warren Buffett, Benjamin Graham, Peter Lynch, and Ray Dalio

✅ Learn how owning a home is affordable, and what a mortgage is, all through visual examples and with spreadsheet templates you can modify and use

✅ Understand the basics of taxes (everyone's favourite!), including income taxes, deductions, credits, and capital gains

✅ Understand how to leverage your unique talents and interests, along with the strategies and techniques you learn in this course, to develop alternative passive income streams

✅ Learn qualitative techniques, such as time management hacks, that enable you to invest more in yourself (you are awesome and are your most valuable resource!)

Meet Your Instructors

How we expect to add value to your life

Your time is valuable, and we don't plan on wasting it. Our goal is to provide at least 10 times more value to you than you pay for this course over the next 5 years.

Here is some data we have to show you why we think this course is worth your time.

Students who take this course:

✅ Have reduced their monthly expenses by an average of 10+%

✅ Learn how to get more out of each pay check (on average about 3.5% more) by utilizing the different registered investment accounts

✅ Know how to purchase investments in the stock market, what passive investing and asset allocation are, how to minimize fees, and how to automate their investments, which will earn / save more than $2400 over the next 5 years

✅ Understand how to get other people to pay off their mortgage, the hidden costs of real estate, and if real estate is right for them

✅ Have greater tax knowledge that can help save them thousands of dollars every year (results vary depending on income however)

On average, our feedback suggests that students will:

Save/earn an extra $6,850 over the next 5 years

from what they learn in this course



Again, we are long-term thinkers, so we hope these results only compound more over your lifetime.