Our upcoming courses walk you through building personal and business financial calendars from scratch. You'll work with actual financial scenarios, not theoretical examples. Starting September 2025, we're opening three intensive programs designed for people who want to manage their finances better.
Reserve Your SpotEach program runs independently, so you can pick what fits your schedule and needs. Classes meet once per week, and you'll have ongoing access to course materials.
Start with the basics of tracking income and expenses across different time periods. We'll build monthly, quarterly, and yearly planning calendars that actually work for your life. No complicated software—just practical spreadsheet skills and clear frameworks.
Business owners and freelancers need different tools than regular budgets. This course covers irregular income, seasonal patterns, and tax planning timelines. We'll build calendars that help you see your financial picture months ahead instead of scrambling week to week.
After you've got the basics down, this program shows you how to integrate multiple financial calendars. Track investments, debt repayment, savings goals, and spending patterns all in one system. You'll leave with a complete financial planning framework tailored to your situation.
Taxes aren't just a once-a-year scramble. Learn how to build tax considerations into your regular financial calendar. We cover RRSP timing, quarterly estimated payments for self-employed folks, and how to structure your financial year around Canadian tax deadlines.
I took the business cash flow course last fall and it completely changed how I handle my consulting income. Before, I was always stressed about whether I'd have enough to cover slow months. Now I can see three months ahead and plan accordingly. The instructor worked through actual financial situations, not textbook examples.
We're not teaching abstract financial theory. Every session focuses on building practical tools you'll actually use. You'll leave each class with something concrete—a working calendar, a tracking system, or a planning framework.
Classes cap at 15 students so everyone gets individual attention. The instructor reviews your actual financial calendars and helps you solve real problems you're facing. No sitting in a lecture hall wondering if this applies to you.
We provide spreadsheet templates you can customize right away. They work in Excel, Google Sheets, or whatever you prefer. These aren't fancy—they're designed to be simple enough that you'll actually keep using them after the course ends.
Each week includes exercises based on actual financial situations from Northern Ontario residents and small businesses. You'll work through scenarios that match what you're dealing with—variable income, seasonal expenses, irregular bills.
After the course ends, you keep access to all materials, templates, and recordings. Financial situations change, and you might need to revisit concepts or grab a different template six months later. It's all there when you need it.