Programme Catalogue
Six modules for personal finance management with AI
Each programme teaches practical AI workflows applied to budgeting, cash flow, expense tracking and financial-literacy — vocational training at our Thurlow Street studio, not investment advice.
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Smart Money Foundations — AI Tools for Everyday Finance
Start your smart-money journey with core AI tools literacy for personal finance management. Learn prompt engineering basics for household budget reviews, configure your first AI budgeting assistant workflow, and practise AI expense categorisation with ChatGPT and Copilot. This module covers money organisation fundamentals, saving habits checkpoints and AI output quality review — building financial confidence through hands-on exercises, not theoretical lectures. Ideal for Vancouver professionals new to generative AI for finance admin who want structured, repeatable processes for everyday money tasks.
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Household Budget Architecture with AI Copilots
Deepen your budgeting workflow with AI cash-flow analysis routines and AI spreadsheet templates designed for Canadian households. You will build monthly cash-flow maps, configure AI automation for recurring expense reviews, and develop spending insights dashboards using Claude and Copilot. The module emphasises financial decision-making skills and household budget discipline — teaching you to manage money with AI while maintaining human oversight. Includes practicum sessions on AI forecasting support for seasonal income patterns common to freelancers and contract workers in Metro Vancouver.
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Cash-Flow Mapping & Expense Intelligence
Master AI expense categorisation workflows that transform raw transaction data into actionable spending insights. Learn to design AI report drafting templates for monthly expense summaries, configure AI financial dashboards in spreadsheets, and build repeatable AI processes for receipt organisation and category audits. This cohort module covers both personal and freelance finances, teaching bookkeeping basics with AI assistance — always framed as educational money-management skills, never tax or accounting advisory.
Facilitator session — AI cash-flow mapping practicum
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Financial Literacy Scenarios with Generative AI
Develop financial-planning literacy through AI forecasting support exercises and scenario modelling with generative AI tools. You will learn to draft educational financial goal frameworks, practise AI report drafting for savings milestones, and build AI financial dashboards that track progress without crossing into investment advisory territory. The module teaches how to evaluate AI output quality in planning contexts and when to consult licensed professionals — building financial confidence through structured literacy, not guaranteed outcomes.
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Freelance & Side-Gig Money Administration
Apply AI workflows to freelance and side-gig finances including invoice tracking, expense organisation, and basic cash-flow management for sole proprietors and micro-businesses. Learn AI automation for recurring admin tasks, AI spreadsheet structures for business ledgers, and prompt engineering for financial admin productivity. This Vancouver finance training module covers money-management skills for entrepreneurs — vocational education in bookkeeping basics with AI tools, not accounting or tax advice.
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Capstone — Your Personal Smart-Money Operating System
Integrate everything into a documented personal smart-money operating system — your complete organised-money skills framework. Present your capstone practicum to facilitators and peers, demonstrating AI workflows for budgeting, cash-flow tracking, expense categorisation and financial-literacy milestones. Includes one-to-one review sessions, AI process documentation standards, and alumni resources. Completion certificate reflects training participation only; results depend on your own application of money-management skills taught in the programme.
Pair practice — AI output quality review
Module 07
Evening and weekend cohort options
Our evening classroom sessions on Thurlow Street accommodate working professionals across Metro Vancouver. Each cohort maintains intimate group sizes for hands-on AI tool practice. Remote learners can join live sessions or access self-paced modules — see our delivery formats for details.
Mentoring desk — evening cohort support
Education disclaimer
Smart Wealth AI programmes focus on instructional skills for AI-assisted household and freelance finance administration — spending categorisation, income-outflow mapping, and literacy around personal financial planning. Attendance certificates confirm participation only. We are not investment advisers, tax preparers, or accountants and make no promises regarding savings, yields, debt reduction, or portfolio outcomes. Generated AI content may be inaccurate — verify figures independently and consult licensed professionals where appropriate. These are educational offerings, not personalised financial guidance.
Begin smart money — enquire today