Plain-language foundations
Understand accounts, investments and terminology without being pushed toward a product.
Explore the learning hub →🇨🇦 Canadian & 🇺🇸 U.S. investing, explained clearly
Learn before you leap.
100% unbiased investing education & workplace financial wellness. Test market crash scenarios safely, sequence tax accounts, and earn verifiable credentials.
A calmer place to begin
Investing decisions make more sense when the pieces connect.
Basic Investor connects essential financial questions into guided paths and interactive sandboxes: readiness, accounts (US/CA), market stress risk, fee impact, and unbiased education.
Interactive decision sandboxes
Simulate market crashes, inflation shocks, and account priority trees for US & Canadian investors.
Open the lab sandboxes →Verifiable Credentials
Complete learning paths to earn shareable Certified Basic Investor (CBI) digital badges.
Explore certificates →Core learning path
Build understanding in the right order.
Are you ready to invest?
Separate emergency savings, short-term needs and high-cost debt from money intended for longer-term goals.
What is the money for?
Time horizon and purpose shape which account and level of risk may warrant further research.
What can go wrong?
Learn market, concentration, inflation, liquidity, currency and behavioural risks.
What will it cost?
Compare visible and less-visible costs, including fund expenses, trading and currency conversion.
Interactive from day one
Use numbers to challenge assumptions.
Our tools demonstrate concepts; they do not predict returns or recommend investments.
Growth explorer
Explore hypothetical contributions, time and return assumptions.
Fee impact
Compare how different annual costs can compound over time.
Diversification check
Learn how concentration can hide inside a list of holdings.
For employers
Financial learning employees can use.
Offer structured investing education without promoting a particular security or replacing professional advice.
Explore workplace learning →For financial organizations
A clearer education layer for clients.
Use Basic Investor content and tools as a potential white-label learning experience for clients and communities.
Explore partnership options →