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
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
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
Modules 1 & 2
Foundations Duo
Start with the essentials and build your retirement roadmap in one package. Get Modules 1 and 2 together and save $29. Includes Marcel's Wealth Summit framework and the Financial Checkup Calculator.
Module 1 — Financial Planning Essentials
Module 2 — Retirement Planning Explained
The 4 Stages of Financial Planning (Wealth Summit)
RRSP vs TFSA, CPP, OAS & how much you need
Financial Checkup Calculator included
$165
Modules 3 & 4
Investor Duo
Understand every Canadian account type and every major investment product, then put them to work. Get Modules 3 and 4 together and save $29, and leave with a strategy that fits your goals.
Module 3 — Saving & Investment Options
Module 4 — Savings & Investment Strategies
RRSP, TFSA, RESP, FHSA, ETFs & GICs explained
Dollar-cost averaging & tax-efficient investing
Rebalancing, estate basics & your complete plan
$165
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
$249
One-time payment
1 :1 Consult
Prefer to talk it through?
One focused hour, one-on-one with Marcel LeBlanc, CFP, CIM. Bring a question, a decision, or a plan to review and leave with clarity and a next step.
$249
One-time payment
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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