Basic InvestorAccounts and workplace plans
Orient learners to 401(k), Roth and traditional IRA concepts, employer contributions, plan documents and the questions to verify.
Start the accounts lesson →U.S. jurisdiction preview
Learn the U.S. rules before comparing the products.
This entry path adapts Basic Investor’s decision frameworks to U.S. accounts, workplace plans, tax questions and investor-protection sources. Shared concepts stay reusable; rules and references are labeled by jurisdiction.
First U.S. release
Three modules to validate with U.S. learners.
We are starting with the areas where U.S. terminology and rules differ most. Current limits, eligibility and tax treatment must always be verified against the linked primary source.
Investing basics and protection
Use goals, time horizon, diversification, disclosure and registration checks before evaluating an investment or professional.
Start the investing lesson →Workplace financial learning
Help employees compare plan features, fees, access and support without collecting account credentials or individualized financial details.
Start the workplace lesson →Tax fundamentals
Separate account type, transaction, timing and current IRS guidance before relying on a tax feature.
Start the tax lesson →Retirement readiness
Build a range of retirement questions using spending, income sources, timing and uncertainty.
Start the retirement lesson →Fraud and hype
Pause, verify and report suspicious offers before money or identity documents move.
Start the fraud lesson →Jurisdiction map
What changes in the U.S. edition?
- Accounts: 401(k), 403(b), 457, traditional IRA, Roth IRA, HSA and employer-plan terminology.
- Rules: IRS contribution, distribution and tax guidance replaces CRA references.
- Investor protection: SEC, Investor.gov, FINRA and state-regulator checks replace Canadian registration paths.
- Workplace context: plan documents, matching, vesting, fees and fiduciary questions are explained in U.S. terms.
Clear boundary
This preview is general education, not tax, investment, legal or retirement advice. It does not recommend securities or determine eligibility.
For current U.S. investing basics, use Investor.gov and FINRA. For retirement-plan rules, use the IRS retirement-plan hub.
Built to expand
Shared framework, local facts.
The U.S. edition will reuse the platform’s private action plans, learner dashboard, organization assignments, certificates and privacy-safe reporting. U.S.-specific modules will be versioned separately so Canadian and U.S. learners never receive the wrong jurisdictional guidance.