Company learning workspace

Organization administration

Manage your company’s administrators, programs and privacy-safe learning reports.

Administrators

Email	Role	Status	Last active	Controls

Add an administrator

Owners and administrators may invite company administrators. Only owners may add another owner.

Learning programs

Cohorts and learner progress

Create a cohort

Facilitator toolkit

Make the learning easy to launch

Use these ready-to-adapt prompts alongside a cohort. They support participation without asking managers to collect personal financial information or learner answers.

Launch message

We are offering Basic Investor as a private learning program. You will work through practical Canadian investing lessons at your own pace. Your quiz answers, financial details and private action plans are not shared with the organization. Start here: [insert learner invitation link].

Manager conversation prompt

Ask: Which part of the learning path would make a future financial decision easier to understand? Keep the conversation about access, time and support—not personal balances, products or quiz answers.

Follow-up checklist

Confirm learners can access the invitation and dashboard.
Share protected time for one module at a time.
Remind learners that private work stays on their device.
Review aggregate progress after the privacy threshold is met.
Schedule a short program review and next-step decision.