Vault Services
Flexible formats for learning AI workflows in personal finance management — from live Wellington Street cohorts to corporate finance-skills workshops for Canadian teams.
Format 01
Join a structured vault cohort at our Toronto studio or via live video. Sessions combine instructor facilitation 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 ledger 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 ledger modules into a focused weekend at our Wellington Street studio. Ideal for GTA professionals who want concentrated AI cash-flow analysis and expense categorisation training without committing to multi-week schedules.
Format 04
Custom corporate finance-skills 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 an instructor 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 vault 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.
1:1 review — AI workflow coaching (educational)
Vault 08
Live vault cohort programmes range from C$525 to C$1,950 depending on module depth. Weekend intensives start at C$895. 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.
Request a quoteLedger 09
Group round-table sessions let vault cohort members present AI expense categorisation workflows and receive peer feedback. These facilitated discussions reinforce financial planning literacy and money-management skills through collaborative learning — always within educational boundaries.
Round-table format is included in live cohort and weekend intensive packages. Self-paced learners may join scheduled round-table sessions for an additional fee.
Round-table — AI financial dashboards review
Our courses teach practical AI skills for managing personal and small-business finances — budgeting, cash-flow tracking, expense organisation and financial-planning literacy. Completion certificates reflect training participation only. We do not provide financial, investment, tax or accounting advice, and we do not guarantee savings, returns, debt reduction or specific financial outcomes. AI tools and examples may contain errors — financial decisions require your own judgment and, where appropriate, a licensed professional. This is vocational education, not financial advice.