Planning for the Future
Learn how to plan for important life events including retirement, buying a home, or your child's education.
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.
This course is for new investors seeking to learn the basics of investing. You'll learn how the stock market works, the different types of investments, risks, and how to get started.
Free
Learn the basics of managing your money, including how to make a budget, ways to save, and protecting yourself from fraud.
Free