Personal Financial Planning Course

The key to successful financial management is careful planning. CIBC's Personal Financial Planning Course is designed to help participants take stock of all their assets and obligations and develop a suitable financial plan.

The program is a total of 5 hours in length and can be presented in a 1-day workshop or in a series of 1 or 2-hour sessions. CIBC's Personal Financial Planning Course can be presented in your community at no charge. We request that co-sponsoring Indigenous communities or organizations invite the minimum number of participants (8 to 10) we require, and provide refreshments and a meeting room.

Talk to us

Call an Indigenous Banking Team member or find an on-reserve location.