Includes the Your Money Degree App

The missing step most courses skip.

A hands-on companion app that helps you apply each lesson, track your financial progress, and turn new knowledge into real-life action.

Calculate and track net worth, create a proper budget, compare your debt statistics, tax organization checklist, investment portfolio tools, financial advisor scorecards, rent vs buy calculator, workplace benefits optimizer, insurance needs analyses, create a "death binder", and more!

First year free

Don't just calculate your net worth.
SEE your net worth.

Dave Chilton

The Wealthy Barber

"Preet is the best communicator going in the field of personal finance. Articulate. Clear. Charming. Authentic. Funny. Empathetic. Knowledgeable. And even well-dressed. It's all actually quite annoying for the rest of us!"

A course for everyday Canadians

  • Financial literacy

    12%

    of Canadians consider themselves very financially knowledgeable

  • Investing

    65%

    of Canadians who want to invest do not know what investments are available to them

  • Confidence

    34%

    of Canadians feel optimistic about their financial future

  • Financial stress

    66%

    of Canadians say they are more financially stressed now than they were a year ago.

  • Mindset

    58%

    of Canadians say they wish they had started planning earlier

  • Education

    64%

    of Canadians say they were never taught how money really works in school.

Video thumbnail

Make sense of your money

Track your income, debt, spending, savings, and progress in a single visual dashboard that shows exactly where you stand and what to do next.


Cheryl Hickey

TV Host & Media Personality

"Preet Banerjee is one of Canada’s most trusted voices in personal finance. He teaches with kindness and clarity, and he makes complex topics feel simple and empowering. Preet does not just teach money. He teaches confidence and possibility."

What you'll learn in Your Money Degree

Most courses teach but don't help you follow through. Most apps track but don't teach you what to do. Your Money Degree does both - learn the concepts, then apply them instantly using the companion app.

  • Money Mindset

    The mindset shift that turns money stress into money confidence.

  • Net Worth

    How to understand your net worth, and what it says about your financial health.

  • Investing

    The essentials of investing, without the jargon or risk anxiety.

  • Goal Alignment

    Ways to align your money habits with your goals, so your finances work for you.

  • Spending & Saving

    Simple systems to track your spending and save without feeling restricted.

  • Tax Accounts

    How to make the most of Canadian accounts like TFSA, RRSP, RESP, and FHSA.

  • Credit & Debt

    How to use credit wisely and pay down debt the smart way.

  • Income Protection

    Strategies to protect your income and family through insurance and planning.

  • Financial Confidence

    How to build lasting financial confidence, even in a high cost-of-living world.

Workplace Benefits Optimizer

Discover and maximize the value of your workplace benefits

Meet Preet

Preet Banerjee

Dr. Preet Banerjee is one of Canada’s most trusted personal finance voices. He is the chair of FAIR Canada (Foundation for the Advancement of Investor Rights), a former stockbroker at one of Canada's big five banks, and has been creating financial content for nearly two decades. With more than 125,000 YouTube subscribers, 10 years as a panellist on CBC’s The National with Peter Mansbridge, having hosted a TV show on the Oprah Winfrey Network, and writing a Globe and Mail column known for turning complex ideas into practical guidance, he has built a reputation for clear, relatable insight. After originally being trained as a neuroscientist (followed by a brief detour into motorsports), Preet created Your Money Degree, to combine his behavioural finance expertise and passion for educating people about personal finance and investing to help Canadians use money as a tool to shape a life they truly want.
Your instructor

Course curriculum

Everything you should have been taught in school

11 modules 62 video lessons Each module links directly to a tool in the app
    1. 1
      Introduction
    2. 2
      Growth Mindset
    3. 3
      Understanding your baseline net worth
    4. 4
      Action - Create net worth statement
    1. 1
      Why Budgeting Matters
    2. 2
      Understanding Your Current Spending
    3. 3
      Accounting for Irregular Expenses
    4. 4
      Creating Your Monthly Spending Plan
    5. 5
      Creating your new budget
    1. 1
      Introduction to Debt
    2. 2
      The Debt Mindset - Breaking Free from Financial Shame
    3. 3
      Understanding Different Types of Debt
    4. 4
      Your Credit Score and Why It Matters
    5. 5
      Debt Repayment Strategies That Actually Work
    1. 1
      Introduction to Tax Planning
    2. 2
      Tax Mindset
    3. 3
      Understanding the Canadian Tax System
    4. 4
      Tax Deductions vs Tax Credits
    5. 5
      Income-Tested Benefits
    6. 6
      Tax-Advantaged Accounts
    7. 7
      Understanding Side Income and Self-Employment Taxes
    8. 8
      Action - Create Your Tax Planning Strategy
    1. 1
      Introduction to Investing
    2. 2
      Investment Mindset - Overcoming Fear and Inaction
    3. 3
      Understanding Investment Fundamentals
    4. 4
      Diversification
    5. 5
      Investment Vehicles
    6. 6
      Active vs Passive Investment
    7. 7
      Understanding Your Risk Profile
    8. 8
      Rebalancing a Portfolios Asset Allocation Over Time_
    9. 9
      Tax-Advantaged Investment Accounts
    10. 10
      Building Your First Investment Portfolio
    11. 11
      Action - Create Your Investment Plan
    1. 1
      The Advice Mindset - Overcoming Psychological Barriers
    2. 2
      Financial advice comes in many shapes and sizes
    3. 3
      Understanding the Financial Advice Landscape
    4. 4
      Evaluating Financial Advice - Credentials, Conflicts, and Red Flags
    1. 1
      Introduction to Housing Decisions - Beyond the Investment
    2. 2
      Rent vs. Buy - Seven Questions to Ask Yourself
    3. 3
      The True Cost of Homeownership
    4. 4
      Ongoing Costs of Homeownership
    5. 5
      Mortgages 101 - From Pre-Qualification to Renewal
    1. 1
      Introduction to Total Compensation - Beyond Your Salary
    2. 2
      The Benefits Mindset - From Afterthought to Strategy
    3. 3
      Understanding Your Total Compensation Package
    4. 4
      Insurance Benefits - Protecting Your Financial Future
    5. 5
      Retirement Plans with Employer Match - Free Money for Your Future
    6. 6
      Leaving or Changing Jobs - Protecting Your Benefits
    1. 1
      Introduction to Insurance - Beyond Just Another Expense
    2. 2
      The Insurance Mindset - From Expense to Protection
    3. 3
      Understanding Risk Pooling - The Foundation of Insurance
    4. 4
      Your Existing Safety Nets - Government and Employer Benefits
    5. 5
      Core Personal Insurance - Life, Disability, Critical Illness
    6. 6
      Other General Types of Insurance
    7. 7
      Determining Your Insurance Needs - A Practical Approach
    8. 8
      Final Insurance tips
    9. 9
      Action - Create Your Insurance Protection Plan
    1. 1
      Why Estate Planning Matters
    2. 2
      Mindset and Momentum
    3. 3
      Estate Planning Basics
    4. 4
      The Death Binder
    1. 1
      The Final Steps

What's included

  • 62 Video Lessons

    Professionally filmed content with stunning production quality

  • Companion app

    A practical, interactive tool that lets you apply each lesson to your real finances. Included with course

  • Designed for Canadians

    All examples, tax rules, account, and calculators match real Canadian rules

  • Evidence-Based Approach

    Built on proven financial principles, not hype, gimmicks, or get-rich-quick promises. Trusted and credible

  • Built for Busy People

    Short, focused lessons designed to fit real life, no jargon, no wasted time. Learn at your pace

  • Interactive Calculators

    Quickly estimate budgets, debt-free timelines, and investment targets in real time. Included in companion app

Why Your Money Degree?


Typical App
Typical Course
Your Money Degree
Teaches financial literacy
Helps you apply it with tools
Canadian-specific Rare Sometimes
Calculators and tools


Your Money Degree

Financial freedom for real life in Canada.

Join Now

In a world where everything costs more, this course helps Canadians take control of their future and build financial freedom.

FAQ

  • What exactly is Your Money Degree?

    Your Money Degree is the only Canadian program that combines a full personal finance course with a companion app that helps you put every lesson into action and learn by doing.

    It is comprehensive: teaching you everything from how to create a net worth statement and budget, to learning about investing and managing credit, teaching you about insurance and basic estate planning, and providing you with an accountability system and reminders to help you get on track, and stay on track.

  • Who is this course for?

    This course is built for everyday Canadians who want to finally feel in control of their finances, from young professionals just starting out, to families juggling competing priorities, to anyone ready to make confident financial decisions.

  • Do I need any financial background to take this course?

    No experience needed AT ALL. Your Money Degree starts with the basics and builds toward more advanced topics with clear, jargon-free explanations every step of the way.

  • How long does it take to complete the course?

    There are 62 video lessons totaling just over 4 hours, but you can move at your own pace. Most learners can expect to complete the course and companion app exercises over one month.

  • What makes this course different from other money courses?

    Unlike generic online courses, this one is Canadian-specific, visually engaging, and paired with a companion app that helps you actually apply what you learn directly to your real finances. No fluff, just actionable, step-by-step progress.

  • Who teaches the course?

    The course is taught by Preet Banerjee, one of Canada’s most trusted voices in personal finance, a sought-after speaker, media personality, and award-winning educator known for making money make sense.

  • What’s included when I purchase the course?

    You get lifetime access to all video lessons, a full year of access to the companion app, progress trackers, and ongoing course updates, all included with your one-time purchase.

  • How does the companion app work?

    The app is your hands-on financial lab. It guides you through personalized exercises, calculators, and tools that let you apply each lesson to your own numbers, helping you turn knowledge into real financial results.

  • Can I access the course on my phone or tablet?

    Yes. The entire video course experience is optimized for both desktop and mobile so you can learn wherever you are. The app is best used on a desktop, laptop, or tablet. Though you can access it on mobile as well if you need to!

  • What kind of results can I expect?

    By the end of the course, you’ll have a clear financial roadmap, a working budget, a debt and savings plan, an investment strategy, and a complete picture of your financial life, all built by you for your real life.