Basic InvestorPlain-language learning
Explain important investing concepts without assuming prior knowledge or promoting securities.
Applied workplace financial learning
Move from information to measurable learning.
Give Canadian employees guided financial workbenches and practical decision frameworks—then manage assignments, cohorts, completion and certificates through one privacy-minded organizational platform.
Why it matters
Employees need useful education, not another sales presentation.
Financial questions change across careers and life stages. Basic Investor provides a structured education layer employees can use before deciding whether they need independent research or professional advice.
Interactive decisions
Use calculators, examples and scenarios to explore how time, fees and assumptions interact.
Program insight
Review aggregate participation and learning feedback without collecting employee account details.
Why organizations pay
The value is in delivery, application and evidence.
Free articles can explain a topic. Basic Investor turns governed Canadian & U.S. content into an assignable program with practical application, secure learner access and evidence that the program was delivered.
Guided workbenches
Learners practise with scenarios, calculators, stress tests and private action plans instead of only reading pages.
Administrative control
Platform and organization administrators manage access, learning paths, cohorts, invitations and delivery without sharing credentials.
Responsible evidence
Completion, certificate and aggregate engagement records support program reporting while personal financial inputs and quiz answers remain private.
Transparent Organization Pricing
Predictable plans for teams of any size.
100% unbiased financial wellness. Zero financial product ads, zero commission kickbacks.
Starter Plan
Perfect for small businesses and growing teams looking to launch financial wellness.
$149
per month flat (up to 50 employees)
- Up to 50 active employee accounts
- Full US & Canada core learning paths
- Interactive stress-test sandboxes
- Digital certificates of completion
- Fiduciary neutrality guarantee
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Growth Tier
Designed for mid-size employers requiring cohort management & HR reporting.
$299
/month base + $2.50 / employee / month
- 51 to 500 active employees
- Custom cohort tracking & CSV invites
- HR aggregate engagement analytics
- Employer 401(k) / RRSP match promotion
- Branded enrolment links
Enterprise
For large organizations needing custom HRIS SSO integrations and dedicated support.
Custom
~$1.50 - $2.00 PEPM (500+ employees)
- Unlimited employee seats
- Workday, Gusto & BambooHR SSO
- Custom branded subdomain portal
- Dedicated HR Customer Success Manager
- Custom curriculum tailoring
Interactive HR ROI Calculator
Estimate your organization's investment & productivity impact
Drag the slider to your company size to see estimated subscription investment and workplace financial stress reduction savings.
$474/mo
Estimated Monthly Subscription (Growth Tier)
$54,000
Est. Annual Turnover & Financial Stress Productivity Savings
82% (+28% avg lift)
Target Employer 401(k) / RRSP Match Participation
100% Conflict-Free
Zero Financial Product Upsells or Data Selling
The learning path
Canadian & U.S. context, organized in the right order.
Readiness and goals
Separate emergency savings and near-term needs from money intended for longer-term investing.
Account orientation (TFSA/RRSP/FHSA & 401k/IRA/HSA)
Understand the purpose and broad characteristics of common tax-sheltered accounts in both jurisdictions.
Risk and diversification
Recognize market, concentration, inflation, liquidity, currency and behavioural risks.
Fees and informed questions
See how costs compound and prepare better questions for independent research or a registered professional.
Built for responsible delivery
Education with clear boundaries.
The program is designed as general financial education. It does not recommend securities, collect investment-account credentials or provide individualized advice.
No product promotionConcepts and decision frameworks come before providers.
Privacy-mindedNeeds-assessment answers stay in the participant’s browser in the current pilot experience.
Canadian-firstContent points participants toward current Canadian rules and authoritative sources.
Accessible deliveryResponsive, keyboard-friendly learning designed for varied levels of financial knowledge.
Flexible deployment
Start with one cohort and grow into a governed program.
Organizations can begin with a focused rollout, evaluate delivery and expand learning paths over time. The platform keeps roles, curriculum versions, assignments and completion records organized from the start.
See the complete workflow