For Financial Advisors, Mortgage Brokers & Realtors

Give your clients the knowledge. Let them earn the proof.

Gift Credit Bright course seats to the people you work with. Each recipient works through a Canadian credit course at their own pace and earns a certificate by passing an assessment.

The Certificate

Earned, not given.

A Credit Bright certificate is not a participation badge. A learner earns it by working through a full course and passing the final assessment. It shows they have done the work.

Credit Bright is independent. We do not sell credit products, run ads or earn commissions.

How a certificate is earned

Three steps, every course

  • Before. A pre-assessment records where the learner starts.
  • During. Interactive lessons on how credit works in Canada.
  • After. A final assessment. Pass it, and the certificate is issued with its own certificate number.
The Courses

Three courses, three certificates

Foundation is the course we gift by default. It is where most people should start.

Foundation

Credit Bright Foundation

A solid understanding of how credit works in Canada. From credit reports and scores to borrowing costs, the 5 Cs of lending, and consumer protection. Seven interactive sections, with the Credit Calculator, Credit Simulator and AI Credit Advisor included.

Default gifted course
Advanced

Getting Out of Debt

Debt repayment strategies. Avalanche and snowball methods, consolidation options, and building a personal debt elimination plan.

Advanced

Negotiating Better Deals

Negotiating with lenders. From reducing interest rates and waiving fees to understanding your leverage and knowing when to walk away.

Founding Professionals

What you receive

We are inviting a small first group of independent professionals to gift Credit Bright to the people they serve.

Ask about joining

As a Founding Professional

  • Five certificate seats to gift to your clients, or to your clients' children.
  • An optional "Gifted by [Name]" line on the certificate. It appears only if you choose it, and only where your compliance rules allow it.
  • A group summary after about 30 days. It is reported as group totals only, and figures appear only once enough of your clients have completed that no one can be identified. You never see any individual's results.
How Gifting Works

Simple for you. Private for them.

01

You share a link

We give you a gifting link. Send it to the clients you choose, in whatever way you normally contact them.

02

They create an account

Each recipient creates their own Credit Bright account. Their progress and answers stay private to them. Learners must be 16 or older.

03

They earn the certificate

They work at their own pace and earn the certificate by passing the final assessment. You receive group totals only.

Earn One, Give One

Every certificate earned banks a free course.

Each time a learner earns a certificate, we set aside a free course for someone who cannot afford one. When the people you gift earn their certificates, someone else gets a course too.

Credit Bright ยท Summary

For compliance teams

What Credit Bright is
Online credit education for Canadians. Credit Bright does not sell credit products, run ads or earn commissions.
The certificate
Earned by completing a course that has a pre-assessment and a final assessment, and passing the final assessment. Each certificate carries a certificate number.
Courses
Credit Bright Foundation (the default gifted course), Getting Out of Debt, and Negotiating Better Deals.
What the professional gives
Five certificate seats, gifted to clients or to clients' children, by sharing a link.
Recipients
Each recipient creates and controls their own account. Learners must be 16 or older.
Professional's name on the certificate
Optional. A "Gifted by [Name]" line appears only if the professional chooses it and their compliance rules allow it. Otherwise no professional is named.
What the professional sees
One group summary after about 30 days, reported as group totals only. Figures appear only once enough learners have completed that no individual can be identified. No individual results are shared.
Earn One, Give One
Each certificate earned banks a free course for someone who cannot afford one.
Contact
hello@creditbright.com
Get In Touch

Interested in gifting Credit Bright?

Write to us and we will tell you more about the Founding Professional program.

hello@creditbright.com