Student Financial Mastery Projects

Real students, real challenges, real solutions. Watch how our learners tackle complex net worth calculations and build financial literacy that actually works in the real world.

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Portfolio Development Program

Our students don't just learn theory — they build actual financial planning tools. Last semester, Zephyrine Blackthorne created a comprehensive net worth tracker that helped her family identify ,000 in overlooked assets.

  • Hands-on asset valuation projects
  • Real family financial assessments
  • Interactive spreadsheet development
  • Peer review and collaboration
  • Industry-standard reporting formats
Learn About Our Approach

Student Journey Through 2025

Follow the progression from basic concepts to advanced financial analysis

Foundation Phase (Months 1-3)

Students start with personal financial inventory. They map their own assets, debts, and cash flows before moving to more complex scenarios. No previous experience needed.

Application Phase (Months 4-6)

Real case studies begin. Students work with anonymized family financial data, learning to spot hidden assets and calculate true net worth using industry-standard methods.

Mastery Phase (Months 7-9)

Capstone projects and peer collaboration. Students present comprehensive financial analyses and receive feedback from working professionals in the field.

Portfolio Completion (Month 10)

Final project compilation and professional presentation preparation. Students graduate with a portfolio demonstrating practical financial analysis skills.

Meet Your Program Mentor

Learn from experienced professionals who understand both the technical and practical sides of financial planning

Celestine Riverstone, Financial Planning Mentor

Celestine Riverstone

Senior Financial Analyst & Program Director

Celestine has spent eight years helping Canadian families understand their true financial position. She started this program because she saw too many people making major financial decisions without understanding their actual net worth.

Asset Valuation Debt Analysis Financial Education Portfolio Management

Applications for our Fall 2025 cohort open in June. The program runs from September through May 2026, with evening and weekend options available for working students.

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