YFP Consulting Services Division

Our aim is to present clear guidance and provide financial coaching to our clients throughout the initiation of their investing journey.

What Our Clients Are Saying ...

Hear from our student Steven!

  1. "I think that this program is really really good for beginners and gives you a general all-around understanding about the workings of investment and general financial decisions that you might be interested in taking. My consultation experience was super thorough and all my questions were excellently answered."

    - 1st Year Software Engineering Student, Carleton University

  2. "An organization with a great mission statement. The importance of educating and engaging yourself regarding your own finances could not be stressed more and the YFP is a great platform that helps you achieve those things."

    - 3rd Year Civil Engineering Student, McMaster University

  3. ​​"Amazing program that has an incredibly high ceiling! Great organization to invest your time with if your looking to invest for your future!"

    - Graduate of Sociology, Wilfred Laurier University

  4. ​​"YFP made sure I fully understood all the necessary tools for investing in a smart and cost-effective way. They genuinely want the best for beginner investors. YFP educates through conversation to allow for all questions to be answered. I'm grateful for their help and highly recommend their services."

    ​- 1st Year Accounting and Finance Student, University of Waterloo

INDIVIDUAL SERVICES 

A) INTRODUCTORY INVESTMENT COACHING

What do you get?
  • We will coach you through exactly how and where you can go to acquire your first investment
  • We will refer you to the most suitable online brokerage for new investors
    • Through our corporate partnerships you will also receive a bonus referral code providing you a rebate upon execution of your first commissionable trade
  • We will provide an overview of what investment tools are available to use
  • We will provide useful online resources that you may leverage to help make wise investment decisions in the future
  • Length: Up to a 2 hour coaching session

B) BUDGET STRATEGY COACHING

What do you get?
  • We will assist you in creating an initial budget template to help you with allocating money for investments and balancing income vs expenses
  • We will provide a basis and framework for effective personal budgeting
  • Length: Up to 2 budgeting sessions (1 hour each)

C) BROKERAGE PLATFORM WALKTHROUGH

What do you get?
  • We will provide an introductory tutorial on how to use the proposed brokerage platform should you choose it
  • Length: Up to a 1 hour session

D) INVESTOR PROFILE ASSESSMENT

What do you get?
  • Within a one hour session we will help you analyse your financial goals, define your investor profile and inform you of potential options going forward
  • ​Length: Up to a 1 hour session

E) FINANCIAL STATEMENT ANALYSIS TRAINING

What do you get?
  • We will provide coaching on analyzing the financial statements of public companies to help you in making investment decisions
  • ​Length: Up to 2 sessions (1 hour each)

F) VALUATION TRAINING

What do you get?
  • We will provide coaching on fundamental analysis valuation to estimate the value and stock price of a publicly trading company
  • Length: Up to 5 sessions (1 hour each)
Interested? Book Us Now, Click Here!

PACKAGE DEALS (35% OFF UNTIL MAY 19, 2019)

THE OG COACHING PACKAGE

What's Included?
  • Introductory Investment Coaching (See 'service A' above)

THE BUDGET+ PACKAGE

What's Included?
  • All 'OG Coaching Package' Inclusions
  • Budget Strategy Coaching (See 'service B' above)
  • Brokerage Platform Walkthrough (See service C​ above)

THE PROFILE+ PACKAGE

What's Included?
  • All 'Budget+ Package' Inclusions
  • Investor Profile Assessment (See 'service D' above)
  • Financial Statement Analysis Training (See 'service E' above)

THE VALUATION+ PACKAGE

What's Included?
  • All 'Profile+ Package' Inclusions
  • Valuation Training (See ​'service F' above)
Interested? Book Us Now, Click Here!

EXTRAS

PACKAGE ADD-ONS

Book Follow Up Sessions for:
  • Budget Revision
  • Session Reiteration
  • Further inquiries or points forward

OFFICE HOURS

What's Included?
  • This option is specific to none of the above and serves to accommodate those looking for help outside of the scope of the mentioned services (a pre-assessment is required before this engagement takes place)
Interested? Book Us Now, Click Here!

Need more info?

Book a FREE initial assessment consultation (25 mins) to hear exactly how we can help:

Book it Here!

Known for coaching in the following areas:

ACCESSING THE MARKETS

"Where do I go to invest in the stock market?"

IDEAL INVESTMENT TOOLS BEGINNERS

"What can I put my money into?"

PUBLIC RESOURCES

"How can I stay informed and learn more?"
:Disclaimer
The nature of the Young Funds Program Consulting Services Division is solely to provide investing education and coaching NOT to provide financial/investing advice. We do not advise our clients as to exactly what specific securities they should be investing in. We also do not manage the investments our clients. Our clients are expected to make their final investment decisions at their own discretion. Furthermore, the information presented herein is in no way a recommendation to purchase or sell particular securities and should therefore, not be interpreted as such. Our focus is on providing our clients the necessary education and coaching to be better prepared to make their own decisions. In this regard we would like to disclose that we offer valuable education and knowledge on introductory-level financial investing, but it cannot be held at/to the same standard as licensed professional investment advice. By agreeing to engage with us you are legally accepting our terms of the following: the Young Funds Program cannot be held legally liable, to any degree, for any financial damages incurred by clients as a result of clients investing at their own intention and discretion.