Discover
Confirm audience, objectives, communication approach and appropriate educational boundaries.
Pilot-ready program
Start focused. Measure participation. Learn what employees need.
The Basic Investor Workplace Learning Pilot provides a practical way to test employee interest and learning needs before considering a broader program.
Proposed pilot structure
A complete learning cycle.
Assess
Offer an anonymous needs assessment so employees can identify relevant topics and preferred formats.
Learn
Provide short Canadian investing modules, interactive tools and a facilitated virtual learning session.
Review
Share aggregate participation and feedback, then discuss whether a broader program makes sense.
Included learning themes
Foundations employees can apply to future decisions.
Investing readinessEmergency savings, debt and time horizon.
Canadian accountsTFSA, RRSP and FHSA orientation.
Risk and diversificationCommon risks and concentration awareness.
Fees and assumptionsCompounding, costs and calculator limitations.
Investor protectionFraud warning signs and checking registration.
What the employer receives
- Pilot planning conversation
- Employee-ready launch copy
- Responsive learning experience
- Live virtual session outline
- Aggregate engagement and feedback summary
- Recommendations for a possible next phase
What we do not collect or provide
- No investment-account credentials
- No employee portfolio details
- No individualized recommendations
- No securities selection
- No promises about financial outcomes
Scope before price
Tell us about your audience and goals.
Pilot scope and commercial terms are discussed after understanding the organization’s needs.