Financial WISDOM: Money & Finance Made Easy E1082

When: Fridays, 9–10 a.m.: April 17 (April 17, April 24, May 1, May 8, May 15, and May 22)
Who: Grade 9 and up
Cost: $295
Where: Online via Microsoft Teams

Money and Finance Made Easy: Money can be a mystery. What is it? How does it work? How do I earn it? How do I save it? How do I invest it? Whether we like it or not, money affects us all and is essential to our lives in the twenty-first century. In this course, Travis Callaway will make money and the financial decisions we all encounter simple to understand, using practical examples and real-life scenarios to help students prepare for their financial futures. The course includes six lessons, each focusing on a separate piece of the overall financial puzzle:

1. What Is Money, and How Does It Work?
2. Banking Basics
3. Budgeting and Spending Wisely
4. Credit, Debt, and Credit Cards
5. Saving and Investing for the Future
6. Real-World Financial Decisions

Travis earned an MBA in finance from Durham University and holds the Chartered Financial Analyst designation. He has worked as a private equity analyst, a senior portfolio management analyst, a director of private equity, a managing director of venture capital, the vice president of finance for a technology start-up, and a part-time chief financial officer for several companies. He is an active investor in start-up companies, the co-founder of a finance advisory business, and teaches business and finance at the University of Calgary and Mount Royal University.

A minimum of five registrants is required for this workshop to run, so please spread the word.