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Learn from Financial Planning Experts

Our comprehensive program connects you with experienced practitioners who bring decades of real-world financial planning expertise directly to your educational experience.

Meet Your Expert Instructors

Each member of our teaching team brings extensive industry experience and a commitment to practical education that prepares you for real-world financial planning challenges.

Financial planning instructor Ezekiel Bramble

Ezekiel Bramble

Senior Financial Planner, CFP® | 18 Years Experience

Ezekiel spent nearly two decades building comprehensive financial strategies for Canadian families before transitioning to education. His practical approach stems from managing over 0 million in client portfolios throughout his career. What sets him apart is his ability to break down complex investment concepts into understandable frameworks that students can immediately apply. He specializes in retirement planning strategies and tax-efficient investment structures, drawing from his extensive work with pre-retirees in the Northwest Territories.

Financial planning instructor Minerva Dempster

Minerva Dempster

Estate Planning Specialist, TEP | 22 Years Experience

Before joining our teaching team, Minerva managed complex estate planning cases for high-net-worth families across Canada. Her expertise spans trust structures, succession planning, and cross-border wealth management. She brings a unique perspective to financial education, having worked closely with three generations of family wealth transfers. Her teaching style focuses on case-study methodology, using anonymized real situations she encountered during her extensive practice. Students particularly appreciate her systematic approach to analyzing family financial dynamics and her emphasis on ethical considerations in financial planning.

Expert-Led Learning Methodology

Our instructors don't just teach theory—they share battlefield-tested strategies developed through years of client work, regulatory changes, and market fluctuations.

1

Case-Based Learning

Every concept is taught through real client scenarios our instructors handled during their practice years. You'll analyze actual financial planning challenges and learn how experienced professionals approached complex decisions.

2

Regulatory Context

Our instructors lived through multiple regulatory changes in Canadian financial services. They provide crucial context about compliance requirements and how regulations impact day-to-day financial planning work.

3

Practical Application

Each learning module includes hands-on exercises designed by our instructors based on common situations they encountered with clients. You'll work with actual financial planning tools and documentation.

Personalized Expert Guidance Throughout Your Journey

Our instructors maintain small cohort sizes specifically to provide meaningful feedback on your progress. This isn't automated learning—you're working directly with professionals who built successful financial planning careers.

"The most valuable part of my education was having Ezekiel review my portfolio analysis projects. His feedback included specific suggestions I never would have considered, based on situations he'd seen during his years in practice." - Previous cohort participant

Expert guidance session in financial planning education
1

Initial Assessment & Goal Setting

Your instructor conducts a comprehensive review of your background and learning objectives. This one-on-one session helps customize your educational path based on your specific interests within financial planning, whether that's retirement strategies, estate planning, or comprehensive wealth management.

2

Hands-On Project Development

Working directly with your instructor, you'll develop comprehensive financial plans using real-world scenarios. Each project receives detailed feedback and guidance, helping you understand not just what to do, but why experienced professionals make specific recommendations.

3

Professional Network Integration

Our instructors introduce you to their professional networks when appropriate, providing insights into different career paths within financial services. These connections often prove valuable as you develop your own professional trajectory in the financial planning field.

4

Ongoing Professional Development

Even after program completion, our instructors remain available for consultation on complex cases or career guidance. Many graduates continue receiving mentorship as they build their own financial planning practices, maintaining connections that span years beyond their formal education.