Adults who have completed FIN-101 and now want to grow and protect what they keep: save with purpose, understand investing and insurance, file taxes with confidence, and plan more than one income stream.
Who it's for: Adults who have completed FIN-101 and want to grow and protect what they keep. Prerequisite: FIN-101 Financial Literacy: Foundations.
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Final exams include a recorded demonstration. You upload a recording of your screen and voice. AI services turn your speech into text and help rate it against the course rubric, and a Verten assessor reviews on request or by sample. We do not use facial recognition. Verten staff who run assessments can view it, and each view is logged. Recordings may be stored or processed outside Canada. We delete them 12 months after your result (6 months if you are under 18). You can withdraw consent at any time, and you can ask for an alternative assessment without giving a reason. Learners under 18 need a parent or guardian to consent.
Details: Assessment recordings in our Privacy Policy.

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Adults who have completed FIN-101 and now want to grow and protect what they keep: save with purpose, understand investing and insurance, file taxes with confidence, and plan more than one income stream.
In daily life and at work, the graduate saves with purpose, understands how investing and insurance work well enough to ask the right questions, meets basic tax obligations, and follows a written wealth plan.
Important: This course is educational only. It is not personalized investment, insurance, tax, or legal advice, and it never recommends a specific product, security, fund, or institution. Contribution limits and tax figures change every year: always check the official source on the date of use. Learners consult a licensed professional before acting on decisions specific to their situation.
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Part of the Financial Literacy set: all 4 courses for $599 USD. See the bundle