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    Personal Finance Enrichment Program
    In-person Program

    Personal Finance Enrichment Program

    by Appleby College Summer Academy

    Appleby’s financial literacy course uses practical scenarios to build budgeting, spending and investing judgment, with distinct junior and senior study tracks.

    Last verified: 9 Oct 2026Reviewed by:SSSean Stevens

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    Personal Finance Enrichment Program at a glance: cost, dates and eligibility

    Current status

    Applications open

    Eligibility

    Junior or Senior; proficient English

    Age range / Year group

    Ages 12-17

    Location / Region

    Appleby College, Oakville, Ontario, Canada

    Cost

    $625 + HST per week

    Duration

    1 week

    Format

    In-person

    Application deadline

    Rolling · Next cycle not announced yet. These dates are from the latest verified cycle and should be used as a reference only.

    Save program
    FinanceMathematicsBusiness & Economics
    Class size: Maximum 15 students
    Meals: Daily lunch included
    Certificate / Outcome: Attendance-based enrichment certificate
    Daily hours: Monday-Friday, 9:00 a.m.-3:30 p.m.
    Campus experience: Junior outdoor learning; Senior classroom focus

    Personal Finance Enrichment Program summary

    Appleby’s Personal Finance courses connect financial literacy with everyday choices through practical scenarios and digital tools.

    Junior study builds budgeting and spending foundations; Senior study adds investments, diversification, taxes, insurance and longer-term planning.

    The strongest fit is a learner who wants to understand money decisions and enjoys discussing and applying ideas with classmates.

    What is Personal Finance Enrichment Program?

    The Personal Finance Enrichment Program is Appleby College’s practical introduction to managing money within its summer enrichment offering. Its junior and senior tracks connect financial literacy with Mathematics and Business Studies, using realistic situations to make financial decisions easier to understand.

    Junior learners explore financial goals, budgets, spending choices and money growth. Senior learners examine financial systems, investment options, diversification, taxes, insurance and future milestones, using digital tools to model financial scenarios. Classroom discussions and group activities support both tracks.

    Why Succeed highlights Personal Finance Enrichment Program

    • Separate junior and senior content provides a clearer progression from everyday budgeting to investment and risk decisions.

    • Real-life scenarios give financial concepts a practical purpose beyond memorizing definitions.

    • Senior digital modeling encourages students to examine how assumptions affect future financial outcomes.

    • The published 15-student class limit supports a manageable setting for discussion and group work.

    Who is Personal Finance Enrichment Program for?

    Best for

    Students who want practical money skills and enjoy applying Mathematics and Business Studies to everyday decisions.

    Not ideal if

    You mainly want a recreation camp or prefer independent study; the course centers on structured classroom learning and group activities.

    Is Personal Finance Enrichment Program worth it?

    This course is worth considering when the goal is to make better financial decisions and test an interest in finance. The distinction between budgeting foundations and more analytical senior topics helps families choose content that matches the learner’s starting point.

    Its main value is practical understanding rather than the certificate alone. A short course offers a starting point, so students should plan to keep applying the ideas afterward. Families also need to consider the full school-day commitment and cancellation terms.

    A practical overview of cost, accommodation, meals, dates and provider details to review before deciding.

    Cost and what is included

    $625 + HST per week; includes Personal Finance classroom programming., Daily lunch in the dining hall..

    Meals

    Daily lunch included

    Supervision or safety information

    Before & After Care requires separate preregistration and provides care from 7:30 a.m. until 6:00 p.m. Participants without this arrangement independently reach their classrooms and leave at the end of the program day.

    Provider details

    Review the Appleby College Summer Academy provider page and official sources before making a final decision.

    Dates and logistics

    1 week; Appleby College, Oakville, Ontario, Canada.

    What to check before committing

    Confirm current dates, payment terms, travel arrangements, cancellation rules and what is included with the provider.

    Compare this program with similar options before deciding on dates, cost, format and fit.

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    How much preparation does Personal Finance Enrichment Program need?

    Effort level

    Moderate, with sustained daily classroom participation.

    Best started

    Begin planning a few weeks before registration opens, allowing extra time for any English assessment.

    Main challenge

    Explaining financial choices and applying unfamiliar concepts to realistic scenarios.

    Typical preparation

    • Choose the track that matches the participant’s age and learning needs.

    • Write down a few questions about budgeting, spending or investing to bring to class.

    • Prepare a laptop or tablet, reusable water bottle and suitable Junior active-learning footwear.

    • Arrange daily travel and decide whether preregistered Before & After Care is needed.

    Useful if

    You want stronger financial judgment alongside school Mathematics and Business Studies.

    What do students do on Personal Finance Enrichment Program?

    You apply financial concepts to realistic situations through classroom discussion, group activities and digital tools. Junior and Senior tracks differ in depth, moving from everyday money management to investments and longer-term planning.

    Step-by-step process

    1. 1

      Junior learners set financial goals and explore workable budgets and spending choices.

    2. 2

      Junior learners examine how money can grow over time.

    3. 3

      Senior learners explore financial systems and compare equities with fixed-income investments.

    4. 4

      Senior learners examine diversification, taxes, insurance and major financial milestones.

    5. 5

      Senior learners use digital tools to model future wealth and financial scenarios.

    Personal Finance Enrichment Program dates and deadlines

    Next cycle not announced yet. These dates are from the latest verified cycle and should be used as a reference only.

    Applications

    Rolling admissions

    Reference date

    Personal Finance Jr. — July 2026

    13-17 July 2026

    One-week Junior course.

    Reference date

    Personal Finance Sr. — July 2026

    27-31 July 2026

    One-week Senior course.

    Reference date

    Personal Finance Jr. — August 2026

    10-14 August 2026

    One-week Junior course.

    Reference date

    Registration opens

    9 December 2026

    2027 day enrichment registration; confirm timing with Appleby.

    Reference date

    Eligibility and requirements

    • Junior: ages 12-14, accommodating Grades 6-8.

    • Senior: ages 15-17, accommodating Grades 9-11.

    • High English language proficiency is required.

    • English language learners must self-identify when applying.

    • English language learners require an online assessment before acceptance.

    How much does Personal Finance Enrichment Program cost?

    Program fee

    $610 — 2026 Senior course fee; 13% HST additional.

    Funding or discounts

    • Cancellation retention: $100 per week — Retained from the registration amount for any cancellation.

    What's included

    Personal Finance classroom programming., Daily lunch in the dining hall.

    How to apply to Personal Finance Enrichment Program

    1. 1

      Create or sign in to an account in Appleby’s CampBrain summer-program portal.

    2. 2

      Select the appropriate Personal Finance Junior or Senior course and session.

    3. 3

      Complete the application with accurate participant and support information.

    4. 4

      Identify any English language learning needs and complete the required assessment before acceptance.

    5. 5

      Read the registration email and the welcome email sent one week before the course.

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    What does Personal Finance Enrichment Program cover?

    The program covers the following focus areas.

    Junior: goals and budgeting

    Set financial goals, build a practical budget and examine everyday spending choices.

    Junior: money growth

    Explore how money can grow over time through realistic scenarios and technology tools.

    Senior: investments and risk

    Compare equities and fixed income while examining financial systems and portfolio diversification.

    Senior: taxes and insurance

    Study tax basics and insurance choices as practical elements of managing financial risk.

    Senior: future planning

    Use digital tools to model wealth and plan for postsecondary education and retirement.

    Curriculum may be adjusted based on participant interests and current developments.

    What is a typical day on Personal Finance Enrichment Program?

    A typical day during the program.

    Program day

    The standard day runs from 9:00 a.m. to 3:30 p.m., excluding designated holidays.

    Junior learning

    1.5 classroom hours, a break, 1.5 active-learning hours, lunch and 2.5 classroom hours.

    Senior learning

    1.5 classroom hours, a break, another 1.5 classroom hours, lunch and 2.5 classroom hours.

    Optional extended care

    Preregistered care runs from 7:30 a.m. until 6:00 p.m., with activities and snacks.

    Who teaches on Personal Finance Enrichment Program?

    Appleby’s instructors lead classroom discussions and group activities within its enrichment teaching model. Classes have a maximum of 15 students per session.

    Where do students stay on Personal Finance Enrichment Program?

    Non-residential plan

    • Dining hall lunch: Daily lunch is included in the day enrichment course.
    • Junior active learning: Junior participants have 1.5 hours of daily active learning, using indoor spaces in rainy weather.
    • Departure and supervision: Participants without preregistered extended care leave independently after programming and must leave campus before 4:00 p.m.

    Three- and four-week boarding packages are offered through the separate Summer Enrichment Camp.

    What happens after Personal Finance Enrichment Program?

    After completing this program, participants often pursue:

    Develop budgeting and spending skills that transfer to everyday decisions.

    Connect financial literacy with Mathematics and Business Studies.

    Build Senior foundations in investments, risk management and long-term planning.

    Earn an enrichment certificate by attending every program day.

    Where does Personal Finance Enrichment Program take place?

    The course takes place on the Appleby College campus at 540 Lakeshore Road West in Oakville, Ontario, Canada. Registered families receive directions and classroom information in the welcome email sent one week before the program.

    Personal Finance Enrichment Program FAQs

    Junior focuses on financial goals, budgeting, spending decisions and how money grows. Senior explores financial systems, equities, fixed income, diversification, taxes, insurance and longer-term planning.

    Junior participants have four hours of classroom learning and 1.5 hours of active learning daily. Senior participants have 5.5 hours of classroom instruction. The standard day runs Monday through Friday, 9:00 a.m. to 3:30 p.m.

    Yes. Daily lunch in the dining hall is included in the enrichment course fee.

    Bring a laptop or tablet and a reusable water bottle. Junior participants should also wear comfortable athletic shoes for active learning. Cell phones cannot replace the classroom device.

    Enrichment participants must attend every program day to earn a certificate. Families should notify the Academy office in advance of absences, or as soon as possible if a participant is ill.

    Before & After Care requires separate preregistration and provides care from 7:30 a.m. until 6:00 p.m. Participants without this arrangement independently reach their classrooms and leave at the end of the program day.

    Yes, but high English proficiency is required. English language learners must identify themselves when applying and complete an online language assessment before acceptance.

    The content of repeated enrichment sessions remains the same. Appleby recommends choosing different programs rather than repeating the same course within a summer.

    Alternatives to Personal Finance Enrichment Program

    Compare these options if your interests extend from personal money management into business, economics or computational finance.

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    Sean Stevens

    Content reviewed by

    Sean Stevens

    Co-founder, Succeed | Founder, Immerse Education (2012–2026)

    Sean works at the intersection of academic enrichment, program quality and university preparation, with expertise in evaluating pre-university experiences for ambitious secondary school students.

    View author page

    Sources & verification

    Source types reviewed

    • Login | Appleby Summer International Priority
    • Login | Appleby College Summer Programs
    • Strengthen Academic and Leadership Skills with Appleby’s Summer Enrichment Camp
    • Appleby College Camps & Academies Code of Conduct
    • Appleby Camps & Academies Refund Policy
    • 2027 pROGRAM details coming soon
    • Book A Tour
    • Apply Now
    • How To Apply
    • 2026-27 Registration
    • Enhance Academic Skills with Appleby’s Summer Enrichment Courses | Programs in Leadership, Communication, and Critical Thinking

    Succeed uses official provider information where available, but keeps this public page focused on comparison and planning inside Succeed.

    What we verified (on 9 Oct 2026)

    • Course content reviewed

    • Age bands reviewed

    • Historical sessions checked

    • Daily schedule reviewed

    • Lunch inclusion checked

    • Certificate criteria reviewed

    • Cancellation terms reviewed

    • Registration timing compared

    How Succeed uses this information

    We use source material to verify core facts, then show older cycle dates as reference when a current cycle is not available. Always check current application instructions before applying.