For Serious Self-Guided Investors

Basic Investor Pro

Take your financial education further. Get unlimited access to interactive decision sandboxes, exportable investor action plans, verifiable certificates, and dual Canadian & U.S. account frameworks.

Everything in Pro

Designed to help you test, plan, and verify.

No product recommendations. No financial advisor upsells. 100% unbiased decision support.

PRO FEATURE 01

Interactive Decision Sandboxes

Simulate market crashes, inflation shocks, paycheque set-asides, and account priority trees with custom assumptions.

PRO FEATURE 02

Exportable Action Plans

Export your private financial decision worksheets and asset allocation roadmaps in PDF and data formats.

PRO FEATURE 03

Verifiable Certificates

Earn Certified Basic Investor (CBI) digital badges with cryptographic verification upon path completion.

PRO FEATURE 04

Dual CA & US Jurisdiction

Switch seamlessly between Canadian (TFSA, RRSP, FHSA) and U.S. (401k, Roth IRA, HSA) tax container frameworks.

PRO FEATURE 05

Privacy-First Data Guarantee

Your inputs and quiz answers remain private on your device. We never sell learner data or show financial ads.

PRO FEATURE 06

Priority Q&A & Updates

Get immediate access to new curriculum releases, regulatory tax limit updates, and educational Q&A summaries.

Simple & Flexible Billing

Choose monthly or annual Pro access.

Cancel anytime with one click. No long-term commitments.

Monthly Pro

$9.99 / month

Full access to all Pro sandboxes, action plan exports, dual jurisdictions, and verifiable certificates.

Select Monthly Pro

Annual Pro Save 34%

$79 / year

Best value ($6.58/mo). Includes all Pro features, priority support, and annual certificate re-verifications.

Select Annual Pro

Start testing your financial choices today.

Join Basic Investor Pro
Educational information only. Basic Investor does not provide individualized investment, legal or tax advice and does not recommend securities or promise results.