
In the United States, about 57% are living paycheck to paycheck and nearly two thirds are failing standard tests of financial literacy.
In Canada, only 15 % of Canadians believed they had strong financial literacy skills, with 39 % rating their knowledge as poor.
Globally, approximately 33% of adults are financially literate, meaning almost 4.1 Billion people lack basic financial knowledge.
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.

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
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Welcome to the Plaid Playbook.
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:
We teach you what life should've taught you earlier
Learn the fundamentals no one taught you - budgeting, habits, mindest, debt, discipline, how money actually moves
This is how you build real financial confidence.
Whether you sell services, products, ideas or yourself... sales is the oxygen of opportunity.
We teach communication, psychology, influence, negotiation, closing and retention.
Customized training for individuals, teams and entrepreneurs
The PlaidPlaybook is here to help you achieve your goals and grow your business and more importantly help YOU grow.
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