Delivery Services
Flexible formats for learning AI workflows in personal finance management — from live Thurlow Street cohorts to corporate financial-literacy workshops for Canadian teams.
Format 01
Join a structured cohort at our Thurlow Street studio or via live video. Sessions combine facilitator guidance with hands-on AI tool practice for budgeting, cash-flow tracking and expense organisation. Cohort sizes remain small for meaningful feedback on your AI workflows and prompt engineering exercises.
Format 02
Access recorded modules and AI spreadsheet templates on your schedule. Self-paced learners receive the same curriculum materials as live cohort participants, with optional office hours for questions about AI budgeting assistant setup and AI output quality review.
Format 03
Compress two modules into a focused weekend at our Vancouver studio. Ideal for Metro Vancouver professionals who want concentrated AI cash-flow analysis and expense categorisation training without committing to multi-week schedules.
Format 04
Custom corporate financial-literacy training for teams learning AI automation for financial admin productivity. Workshops cover household budget principles adapted for employee financial wellness programmes — educational money-management skills, not HR benefits advisory or investment products.
Format 05
Educational one-to-one sessions where a facilitator reviews your AI workflows, prompt templates and financial dashboard structures. This is vocational coaching on tool usage and money organisation — explicitly not financial, tax or investment advice.
Format 06
Monthly alumni sessions for graduates to discuss AI tool updates, new Copilot and Claude features, and evolving best practices in personal finance management workflows. Open forum for skill refinement, not portfolio discussion.
Group feedback — AI workflow coaching (educational)
Module 08
Live cohort programmes range from C$495 to C$1,895 depending on module depth. Weekend intensives start at C$875. Corporate workshops are quoted per team size and customisation level — contact us for a proposal. Self-paced modules include three months of material access.
All fees cover vocational training in AI personal finance management skills. We do not charge performance fees, promise savings outcomes, or sell financial products alongside our courses.
Begin smart money — request a quoteModule 09
Group practicum sessions in our bright studio let cohort members present AI expense categorisation workflows and receive peer feedback. These facilitated discussions reinforce financial-literacy milestones and money-management skills through collaborative learning — always within educational boundaries.
Practicum format is included in live cohort and weekend intensive packages. Self-paced learners may join scheduled practicum sessions for an additional fee.
Bright studio — AI financial dashboards review
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.