ONLINE COURSE · PLAN YOUR FINANCES PROJECT

Take Control of Your Financial Future —
One Step at a Time

A practical financial education course for Canadians — taught by Marcel LeBlanc, CFP, CIM.

  • 4 Modules
  • Learn at Your Own Pace
  • Learn Online
  • Taught by a CFP & CIM
Marcel LeBlanc teaching a financial planning session

COURSE MODULES

Pick a module or get the full course

Each module is a standalone lesson you can take online at your own pace.

Module 1

Financial Planning Essentials

The foundation of the entire course. Learn the core concepts every Canadian needs — from managing cash flow to building lasting wealth — through Marcel's Wealth Summit framework.

  • The 4 Stages of Financial Planning (Wealth Summit)
  • Cash flow, financial identity & habits
  • Insurance basics: life, disability, critical illness
  • Debt management: snowball, avalanche & credit
  • Saving vs investing & compound interest

$97

Get Module 1 →

Module 2

Retirement Planning Explained

Retirement planning doesn't have to be confusing. This module breaks it down so you know exactly what accounts to use, how much you need, and what your plan should look like.

  • RRSP vs TFSA — when to use each
  • How much do you actually need to retire?
  • Government benefits: CPP, OAS & GIS
  • Defined benefit vs defined contribution plans
  • Building a retirement income strategy

$97

Module 3

Saving & Investment Options

Cut through the noise. This module maps out every savings and investment option available to Canadians so you can choose what actually fits your goals and situation.

  • Account types: RRSP, TFSA, RESP, FHSA & more
  • Mutual funds, ETFs & GICs explained
  • Risk tolerance & investment profiles
  • Building a diversified portfolio
  • When to use a financial advisor

$97

Module 4

Savings & Investment Strategies

Put it all together. This module covers real investment strategies you can implement immediately — and ties together everything from the course into a complete financial plan.

  • Dollar-cost averaging & lump sum investing
  • Tax-efficient investing strategies
  • Rebalancing & portfolio management
  • Wealth & estate planning basics
  • Putting it all together: your financial plan

$97

Full Series — Best Value

Plan Your Finances —
Complete Course

All 4 modules · Online and self-paced

  • Module 1 — Financial Planning Essentials
  • Module 2 — Retirement Planning Explained
  • Module 3 — Saving & Investment Options
  • Module 4 — Savings & Investment Strategies

$279

One-time payment

Marcel LeBlanc Professional Headshot

YOUR INSTRUCTOR

Meet

Marcel LeBlanc

CFP, CIM - Certified Financial Planner & Chartered Investment Manager

Marcel is a credentialed financial planning professional with the CFP and CIM designations. Through the Plan Your Finances Academy, he's helped hundreds of Canadians build real financial literacy and take confident steps toward wealth - without the jargon, pressure, or complexity that usually comes with financial advice.

Start learning today.

Build your financial knowledge at your own pace.

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