Start Your Financial Education Journey
Our enrollment process is designed to match you with the right seasonal financial planning course for your goals and schedule. Get personalized guidance from our academic advisors who understand the unique challenges of financial planning in Canada.
Your Enrollment Process
Initial Assessment & Course Selection
We start with understanding your current financial knowledge and goals. During this phase, you'll complete our financial planning assessment questionnaire and speak with one of our enrollment advisors. This helps us recommend the most suitable course track for your experience level and objectives.
Documentation & Registration Preparation
Once you've selected your course, we'll guide you through preparing all necessary documentation. This includes educational transcripts, employment verification (if applicable), and completion of our financial aid application if you're seeking funding assistance. Our team provides detailed checklists and deadline reminders.
Final Registration & Course Access Setup
After document verification, you'll complete final registration and payment processing. We then set up your student portal access, send course materials, and schedule your orientation session. You'll receive login credentials and technical setup support to ensure you're ready for your first class.
Choose Your Learning Path
Our courses are structured around four main learning pathways, each designed to build expertise in different aspects of seasonal financial planning. Your advisor will help identify which pathway aligns best with your career goals and current knowledge level.
Foundation Track
Perfect for beginners. Covers basic financial planning principles, budgeting fundamentals, and introduction to seasonal planning concepts. Includes practical exercises using Canadian tax scenarios.
Advanced Strategy
For those with basic financial knowledge. Focuses on complex planning strategies, investment timing, and advanced seasonal adjustment techniques for variable income situations.
Business Focus
Designed for business owners and entrepreneurs. Covers cash flow management, seasonal business planning, tax optimization, and growth funding strategies specific to Canadian markets.
Specialized Applications
Industry-specific financial planning for sectors like agriculture, tourism, retail, and construction that experience significant seasonal variations in revenue and expenses.