Develop your Personal Financial Skills

Learn skills today that will prepare you for financial success.

Everything you need to know

Do you occasionally struggle to pay your bills on time? Feeling overwhelmed with debt? Or perhaps you have some money saved up and would like to know what your investment options are? Financial literacy is as important to the economist as it is to any student or young professional, regardless of academic background. Learn how to retire with literally hundreds of thousands of dollars more in your portfolio, not by gambling on risky “investments”, but by strategically allocating money to different types of accounts, reducing or eliminating high fees, and qualifying for lower interest rates by boosting your credit score early on.


  • This workshop series will cover personal finance topics as diverse as setting up a budget, dealing with debt, types of bank and investment accounts and their respective features, taxation basics, how pensions work in Canada, types of investment vehicles, types of insurance, and how to objectively evaluate the purchase of a home/investment property, among other related topics.

Skillit will last:

2 hours

Cancellation policy

Once your Skillit is confirmed, changes may be made at the discretion of the provider and must be arranged directly with them.

Skillit 100% happiness guarantee
Valid for 12 Months
Free Exchanges
14 Day Returns
step 1

Provide your necessary details for the experience.

step 2

The Maker will confirm the booking, or suggest alternatives.

step 3

Have a wonderful time. See you on your next Skillit!

About Kate

Kate is a professor at McGill University. After working in the financial sector for 7 years she transitioned into teaching at the university level where she focuses her efforts on teaching skills for the real world. With a unique perspective on business and academia she brings a well rounded mindset to the classroom.

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Pick your date

Booking will begin in September.

Fine Print

  • By purchasing, you agree to all our Terms of Use, Returns and Cancellation Policy and Privacy Policy.
  • All skilit times are estimated based on full class enrollment. If fewer people enroll, the class could generally take less time.
  • Experience provided in English (US) unless otherwise stated
  • This skillit is non-refundable after scheduling is complete. Once your skillit is confirmed, changes may be made at the discretion of the Maker and must be arranged directly with them.
  • If a skillit includes alcohol, only guests who meet the legal drinking age will be served alcoholic beverages. By purchasing, you agree to our Alcohol Policy.
  • If it’s an online virtual experience You’ll need an internet connection and the ability to stream audio and video to participate. A link and details on how to join will be in your booking confirmation email.