Employer overview
Workplace Financial Learning Pilot
Canadian investing education designed to help employees understand foundational decisions without product promotion or individualized advice.
The opportunity
Employees encounter complex questions about saving, registered accounts, investment risk and fees. A structured workplace program can give them a clearer foundation and better questions.
The pilot
- Anonymous needs assessment
- Short self-paced learning modules
- Interactive tools and scenarios
- Facilitated virtual session
- Aggregate participation and feedback summary
Learning themes
- Readiness and goals
- TFSA, RRSP and FHSA orientation
- Risk and diversification
- Fees and compounding
- Investor protection
Responsible boundaries
- No securities recommendations
- No product sales
- No employee account credentials
- No individualized advice
- No promised outcomes
Next step
Discuss audience, objectives and a sensible pilot scope.
basicinvestor.com/contact/
Basic Investor provides general educational information only. Program scope and commercial terms require confirmation.