Essentials
For startups & small teams getting started with financial education.
$300/ month
Billed annually — $3,600 / year
Up to 250 employees · about $1.20 each / month
Get started
What's included
- 50 core financial courses
- Basic reporting & tracking
- Self-paced learning
- Secure SSO platform
Best value
Premium
For growing businesses that want deeper insight and strategy training.
$500/ month
Billed annually — $6,000 / year
Up to 1,000 employees · about $0.50 each / month
Get started
Everything in Essentials, plus
- 150+ advanced courses, updated often
- Advanced analytics & tracking
- Personalized onboarding
- Advanced investing & wealth-building strategies
Enterprise
For large organizations that need a tailored, branded solution.
$750/ month
Billed annually — $9,000 / year
Up to 10,000 employees · from about $0.08 each / month
Talk to sales
Everything in Premium, plus
- Host your own content
- Dedicated account manager
- Onboarding + annual strategy call with our founder
For brokers & benefits partners
Partner pricing
License once and deploy across your whole book — under our brand, or fully under yours. You set what your clients pay: bundle it free as a retention play, or mark it up for margin.
Standard Partner
Runs on the Wealthy Unicorn platform — the easiest way for advisors to get started.
$10,000/ year
Up to 10,000 employee seats · no white-label · ideal for smaller books
Book a partner call
How it works
- Bundle it free, or mark it up for margin
- We run onboarding, comms & support
- Simple annual term — cancel at renewal
Your own brand
White-Label Partner
A dedicated, fully branded portal that's unmistakably yours — for firms & MGAs.
$20,000/ year
20,000 seats included · +$5,000 per 5,000 more · flat $1 / seat / year as you scale
Book a partner call
Everything in Standard, plus
- Fully white-labeled under your brand
- You set the price your clients pay
- Free pilot before a client sees it
See the full broker partner program at wealthyunicorn.com/partner →
The full curriculum
What's in each plan
Essentials gives every employee 50 core courses — the foundations everyone needs. Premium unlocks all 150, adding 100 advanced, strategic, and specialized courses across every learning path.
Included in Essentials & Premium
Premium only
Money Foundations
10 of 13 in Essentials- Budgeting BasicsEssentials
- Cash Flow & the Pay-Yourself-First SystemEssentials
- Emergency Funds: Your Safety NetEssentials
- The Psychology of SpendingEssentials
- Financial Wellness & Money MindsetEssentials
- Financial Literacy: Why It MattersEssentials
- Setting SMART Financial GoalsEssentials
- Understanding Inflation and Its ImpactEssentials
- Lifestyle Creep & the Cost of ChoicesEssentials
- Building Your Financial PlanPremium
- Working With Financial Advisors & PlannersPremium
- The Benefits of a Financial MentorPremium
- The Annual Financial Checkup: Your Yearly Money RoutineEssentials
Credit & Debt
7 of 10 in Essentials- Understanding Credit ScoresEssentials
- Building a Strong Credit HistoryEssentials
- Credit Cards: Friend or Foe?Essentials
- The Importance of a Good Credit MixPremium
- Debt Management StrategiesEssentials
- Student Loan Repayment StrategiesEssentials
- The Impact of Interest Rates on LoansEssentials
- How to Deal with Financial SetbacksEssentials
- Problem Debt: Consumer Proposals & BankruptcyPremium
- Maximizing Credit Card Rewards & PerksPremium
Banking & Everyday Money
6 of 8 in Essentials- Choosing the Right Bank Account & Avoiding FeesEssentials
- High-Interest Savings, GICs & Saving SmartEssentials
- Buy Now, Pay Later: Convenience vs. RiskEssentials
- Open Banking in CanadaPremium
- Protecting Yourself from Financial ScamsEssentials
- Digital Security & Protecting Your Financial DataEssentials
- Managing Subscriptions & the Recurring-Cost TrapEssentials
- Travel Hacking for SavingsPremium
Investing Fundamentals
7 of 9 in Essentials- Investing 101: Getting StartedEssentials
- The Power of Compound InterestEssentials
- Assessing Your Risk ToleranceEssentials
- Understanding Mutual FundsEssentials
- Understanding ETFsEssentials
- Index Investing & Robo-AdvisorsEssentials
- Dollar-Cost AveragingEssentials
- Bonds and Their Role in a PortfolioPremium
- The Role of Dividends in a PortfolioPremium
Advanced Investing
Premium learning path- Navigating the Stock MarketPremium
- Understanding Financial RatiosPremium
- Accounting Basics for Personal FinancePremium
- Exploring Alternative InvestmentsPremium
- Gold & Precious Metals in a PortfolioPremium
- The Basics of Commodities TradingPremium
- Understanding Derivatives and Their UsesPremium
- The Basics of Hedge FundsPremium
- Currency Exchange & Forex BasicsPremium
- The Basics of International InvestingPremium
- Slashing Investment Fees: D-Series & ETFsPremium
- Borrowing to Invest: The Smith Maneuver & LeveragePremium
Registered Accounts & Tax (Canada)
5 of 13 in Essentials- Understanding RRSPs and TFSAsEssentials
- The FHSA: Your First-Home SuperpowerEssentials
- RRSP vs. TFSA vs. FHSA: Choosing the Right AccountEssentials
- Understanding Taxes in CanadaEssentials
- Tax-Efficient Investing & Capital GainsPremium
- Tax Benefits of Charitable DonationsPremium
- Saving for Children's Education: RESPsEssentials
- The Disability Tax Credit & RDSPPremium
- Inflation-Protected SecuritiesPremium
- Quebec Money EssentialsPremium
- Benefits You're Probably MissingPremium
- Tax-Smart Salary, Bonus & RRSP MovesPremium
- Government Programs Worth ClaimingPremium
Real Estate & Homeownership
3 of 10 in Essentials- Saving for a HomeEssentials
- Understanding Mortgages & the Renewal ShockEssentials
- Real Estate Investing BasicsPremium
- Renting vs. Buying: Running the NumbersEssentials
- Property Taxes & Closing CostsPremium
- Being a Landlord: The Financial RealityPremium
- Home Renovations: Budgeting and ROIPremium
- Evaluating Leasing vs. Buying a CarPremium
- Surviving Your Mortgage RenewalPremium
- The Bank of Mom & Dad: Down-Payment Gifts & Family HelpPremium
Income & Career
3 of 10 in Essentials- Navigating the Job MarketEssentials
- How to Negotiate Salary and BenefitsEssentials
- Income DiversificationPremium
- Creating Multiple Streams of IncomePremium
- Exploring the Benefits of Passive IncomePremium
- The Gig Economy: Opportunities and ChallengesPremium
- The Financial Benefits of Remote WorkPremium
- Investing in Yourself: Education and SkillsEssentials
- Financial Independence in Career ChoicesPremium
- Losing Your Job: EI, Severance & a Financial Triage PlanPremium
Entrepreneurship & Business Finance
Premium learning path- Building Wealth Through Business OwnershipPremium
- Self-Employment: Financial ConsiderationsPremium
- Side Hustles & the CRA: Taxes on Extra IncomePremium
- Business Finance for EntrepreneursPremium
- Understanding Corporate FinancePremium
- The Role of CrowdfundingPremium
- The Basics of Venture CapitalPremium
- The Basics of Angel InvestingPremium
- The Self-Employed Retirement: Saving Without a PensionPremium
Insurance & Risk
3 of 6 in Essentials- Insurance Needs: What's Essential?Essentials
- Evaluating Insurance OptionsPremium
- Protecting Your Income: Disability & Critical IllnessEssentials
- The Basics of AnnuitiesPremium
- Managing Financial StressEssentials
- Self-Insurance: Invest Instead of InsurePremium
Retirement Planning
2 of 6 in Essentials- Retirement PlanningEssentials
- Understanding CPP & OASEssentials
- The FIRE MovementPremium
- The Impact of Aging on Financial PlanningPremium
- Building Your Retirement Paycheque: Decumulation & RRIFsPremium
- Money After 50: Catch-Up StrategiesPremium
Estate & Legacy Planning
Premium learning path- Estate Planning EssentialsPremium
- Wills, Probate & Beneficiaries in CanadaPremium
- Financial Caregiving for Aging ParentsPremium
- Receiving an Inheritance or Sudden WindfallPremium
- Estate Planning for Blended & Non-Traditional FamiliesPremium
- The Widow(er)'s Guide: Money After Losing a PartnerPremium
Family & Relationships
2 of 6 in Essentials- The Dynamics of Family FinancesPremium
- Managing Money as a CoupleEssentials
- The Financial Implications of ParentingPremium
- Teaching Kids About MoneyEssentials
- Navigating Financial Aid and ScholarshipsPremium
- Helping Adult Kids Without Wrecking Your RetirementPremium
Life Transitions & Major Events
Premium learning path- Financial Implications of Marriage and DivorcePremium
- Separation & Divorce: The Financial PlaybookPremium
- Common-Law vs. Married: Rights, Taxes & ProtectionsPremium
- Financial Planning for Newcomers to CanadaPremium
- LGBT & Non-Traditional Family-Building FinancesPremium
- Solo Finances: Building Wealth on a Single IncomePremium
Economy & Markets
Premium learning path- Understanding Economic IndicatorsPremium
- Impact of Global Events on Personal FinancePremium
- The Role of Economic PolicyPremium
- The Impact of Globalization on FinancePremium
- Understanding Mergers and AcquisitionsPremium
- Understanding the Circular EconomyPremium
- Evaluating the Costs of Higher EducationPremium
Money Psychology & Behaviour
2 of 5 in Essentials- Understanding Behavioural FinanceEssentials
- Social Media & Spending HabitsPremium
- The Sharing Economy & Your WalletPremium
- A Growth Mindset in FinanceEssentials
- Money Mindset: Own It, Live It, See ItPremium
Fintech & Emerging Trends
Premium learning path- The Role of Financial Technology (Fintech)Premium
- The Impact of Technology on Personal FinancePremium
- Cryptocurrency: A New FrontierPremium
- The Role of Blockchain in FinancePremium
- The Impact of AI on Financial ServicesPremium
- The Role of Micro-Investing PlatformsPremium
- Evaluating Peer-to-Peer LendingPremium
- Automation's Impact on Jobs and FinancesPremium
Ethics, Society & Sustainable Finance
Premium learning path- The Role of Ethics in FinancePremium
- Corporate Social Responsibility (CSR)Premium
- Exploring Green InvestmentsPremium
- Climate Change & Your InvestmentsPremium
- The Role of Philanthropy in FinancePremium
- Cultural Differences in FinancePremium