DIY Tool Kit to Create Your Education Funding Plan

Family Education Funding Plan

$ 200
  • Max of 2 beneficiaries
  • 1:1 Consultation
More Info

DIY Family Education Funding Plan

$ 100
  • Max. of 10 participants
  • Two 1-hour Workshops
More Info

Optimizing your RESP

$ 100
  • One current RESP
  • 1:1 Consultation
More Info

DIY Optimizing your RESP

$ 50
  • Max. of 10 participants
  • One 1-hour Workshop
More Info

Canadian GRADS Membership Subscription

$ 25 Annually
  • Suggested 1 membership per family
  • Online, ongoing 24/7, for one year
More Info

Information Webinars

$ 0
  • Zoom, typically one hour each
More Info

Accessing the Canada Learning Bond

$ 0
  • Low Income Families
  • 1-hr Webinars organized by 3rd parties
Contact Us

Organizational Consulting

$ Negotiable
  • For Education Funding
  • Customized, to suit
Contact Us

Contact us to sign up

Information Webinars

We are committed to enhancing the financial literacy of our clients and their families by offering regular free webinars, including

Common RESP Oversights
How Grandparents can help
Options for Adults Returning to School
Inter-Generational Wealth Transfer via Education Funding
RESP basics - for lower income families

Our guide provides you with all the information you need and a user-friendly DIY Tool Kit with instructions, to create your own education funding plan, starting with assessing needs

  1. Inventory of DIY Tools and Use
  2. Student Profile
  3. Selected Chapters and Funding Sources
  4. Current Living at Home Expenses, (Year)
  5. Current Living on Own Expenses, (Year)
  6. Current Costs For (Academic Program, Location, Year)
  7. Key Assumptions for Forecasting
  8. Forecast Costs for (Academic Program, Location, Years
  9. Forecast of Proceeds from New RESP
  10. Forecast of Proceeds from Existing RESP
  11. Estimate of Earnings from Summer Work (Years)
  12. Estimate of Earnings from Part-Time Work (Years)
  13. Estimate of Savings by Start of Post-Secondary Education
  14. Checklist for Year 1 Scholarships and Bursaries
  15. Forecast of Year 1 Scholarships and Bursary Revenue
  16. Estimate of Canada Student Loan (CSL)
  17. Provincial Student Aid
  18. All Revenues and Expenses by Year (Years)
  19. Debt Repayment Plan
  20. Risk Mitigation Action Plan

Needs Assessment​

For each person in the plan, we need their birthdate plus forecasts for:

No. of years of post-secondary
Share of costs funded by own summer & part-time jobs, gifts,
Living at home or away

For contributor family/parents we need:

Latest family net income
Share of costs you wish to fund, for each person in plan
Current balance & contributions for any existing education plans /accounts
Details on any unique funding you might access e.g. employer

Family Education Funding Plan

Table of Contents

01

Recommendations

02

Family Profile and Needs

03

Current Educ. Plans/Accounts

04

Statement of Assumptions

Family Education Funding Plan

For Each Person in the Plan

Forecast of Education Costs
School Completion Schedule
Fund Methods by % of Total
Student Savings Schedule
Parents Contribution Schedule
Cash Withdrawal Schedule
Plan Management Schedule

Do-it-Yourself Options

For those who want to learn how to establish your own Family Education Funding Plan, Canadian Grads will offers small group hands-on workshops delivering information, tools, templates, and guidance to create your own plan.

For those who already have an RESP and want to ensure they are getting the biggest bang for their buck, again you can follow the DIY path

The pre-requisite for these training programs is basic knowledge and experience with Microsoft EXCEL.

Contact us to sign up

Canadian GRADS Membership - $25/Year

Current Features & Benefits of Membership

Take advantage of our low introductory price for early adopters

20% discount on all other services offered by Canadian GRADS
Access to Canadian GRADS regular blogs and monthly newsletter updates
Direct email notification of all future webinars and workshops
Preferred registration (1st in line) for webinars and workshops with limited capacity
For every new member you refer us, we'll extend your membership for 1 year at $0 cost

Contact us to sign up

Canadian GRADS Membership - $25/Year

Future Features & Benefits of Membership

As Canadian GRADS expands and improves, members can expect more membership benefits including:

Discounts on products and services from sponsors, advertisers and partners
Access to Canadian GRADS Swag for Grads, Grad Pa's, Grad Ma's and Grad Parents
Preferred (1st in line) access to in-person Canadian GRAD events and guest speakers
Access to future member-only services, such as inter-city student accommodation exchange
Preferential access to the entire catalog of 50 Methods to Fund Your Family's Post-Secondary Education
A portal to securely access, store, update and share (if you wish) your family's education funding plans