About the course

Planning for the Future is for new investors or anyone seeking to learn the basics of financially planning for future life events. You'll learn the key financial steps involved in planning for retirement, buying a home, saving for your child's education, and preparing your will and estate plan.

Planning for the Future has six modules, each one including a short quiz. Each module will take you about ten minutes to complete. Once you complete all seven modules you'll receive a certificate.

You'll have 90 days from registration to complete the course.

  • Learn how to set personal long term financial goals.

  • Learn the steps involved in buying a home, and comparing the benefits of renting versus owning a home.

  • Learn ways to save for your children's education using an RESP.

  • Learn the steps involved in preparing and saving for retirement, and how to start the estate planning process.

Course curriculum

  1. Introduction: Planning for the future

  2. Module 1: Reaching your goals

  3. Module 2: Investing in a home

  4. Module 3: Your child's education

  5. Module 4: Preparing for retirement

  6. Module 5: Saving for retirement

About this course

  • Free
  • Self-paced
  • About an hour of learning time

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