Real Stories, Real Results
Watch how our financial planning program helped people across Canada build confidence in their money management skills. These video testimonials capture genuine reactions from our 2024-2025 cohorts.
Featured Video Testimonial
Marcus shares his experience completing our 8-month Financial Planning Fundamentals program in March 2025. In this 4-minute video, he discusses the practical budgeting techniques that helped him organize his finances.
Recorded: March 15, 2025 | Duration: 4:12
The program gave me tools I actually use every day. Before this, budgeting felt like solving a puzzle with missing pieces. Now I have a system that works for my lifestyle.
Marcus Chen
Completed program March 2025 • Calgary, AB
Emotional Impact Stories
Beyond the numbers and techniques, our students often describe feeling more confident about their financial future. These responses came up repeatedly in our post-program surveys from 2024.
Reduced Money Anxiety
Several participants mentioned sleeping better after learning to track expenses properly. The uncertainty around "where does my money go?" was the biggest stress point for most people starting the program.
Increased Confidence
Many students said they finally felt comfortable having conversations about money with family members. The vocabulary and concepts they learned helped them participate in financial discussions.
Clearer Goals
The goal-setting workshop consistently gets mentioned as a turning point. Students describe having specific targets instead of vague wishes about "getting better with money."
Group Discussion: Biggest Challenges
Five students from our January 2025 cohort discuss what surprised them most about managing money in Canada. They talk about tax planning, RRSP contributions, and navigating different banking options.
"I thought I was terrible with money, but I just needed better systems. The program
showed me I wasn't broken – I was just missing information."
Common Themes from Video Testimonials:
- Understanding emergency funds made people feel more secure
- Learning about compound interest motivated long-term thinking
- The peer discussions helped normalize money struggles
- Having homework assignments created accountability