En 2006, la comisión canadiense de valores encargaron dos encuestas nacionales[27]​[28]​ para medir el conocimiento y la experiencia de las personas con las inversiones y el fraude. Los resultados de ambos estudios muestran que existe una necesidad de educar e informar a los inversionistas sobre los mercados de funds y el fraude de inversiones.

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Los resultados sugieren que los niños pequeños aumentan financiera cuando tienen la capacidad de acceso a la educación financiera y se acompaña en la participación significativa de servicios financieros.

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La mayor meta financiera suele ser la independencia financiera. Esto significa tener suficiente riqueza para IM Mastery Academy vivir cómodamente sin necesidad de trabajar por necesidades básicas. Esto abarca: construir un fondo de emergencia