Financial Literacy: Only 34% of adults know the bare minimum
A 2023 Pew Research Center survey found: 33 % say they know some, and 13 % say they know little or nothing at all.
In one survey, only 15 % of Canadians believed they had strong financial literacy skills, with 39 % rating their knowledge as poor
Many feel they didn’t learn enough about money in school (e.g., 64 % said they lacked formal money management education).
Why This Matters
Financial literacy affects budgeting, saving, debt management, investing, and long-term financial planning. Low literacy is associated with financial stress, poor planning, and vulnerability to scams or high-cost debt. Surveys increasingly show the need for improved education and training across ages and demographics.
What It’s Not
This is not get rich quick
This is not crypto trading
This is not drop shipping
How the heck can you even think of doing these without even knowing basic finance or even basic math!!!
Let’s figure out how money works FIRST
Here's a secret... NO BS
No Fluff. No Hype. Just the truth about money, influence and the skills that actually change your life.
Get This!
Learn how money works
Learn how people make decisions
Learn how to sell - ethically, confidently and effectively
Ready to take control?
Welcome to the Plaid Playbook.
THE PLAID PHILOSOPHY
If people don't understand money, they get controlled by it.
If people don't understand sales, they get outperformed by those who do.
We fix both.
Plaid Playbook is rooted in a simple equation:
- Financial literacy + sales mastery = FREEDOM.
- FREEDOM OF CHOICE
- FREEDOM OF INCOME
- FREEDOM OF FUTURE
We teach you what life should've taught you earlier
CORE TRAINING TRACKS
- FINANCIAL LITERACY TRAINING
Learn the fundamentals no one taught you - budgeting, habits, mindest, debt, discipline, how money actually moves
This is how you build real financial confidence.
- SALES TRAINING FOR ANY INDUSTRY
Whether you sell services, products, ideas or yourself... sales is the oxygen of opportunity.
We teach communication, psychology, influence, negotiation, closing and retention.
- ONE ON ONE MENTORING
Customized training for individuals, teams and entrepreneurs