How to teach your kids about money

Helps with the goals and challenges of raising money-smart kids.

Numbers made of colourful foam lying on school table

Time frame: 60 mins

Learning objectives for participants:

obtain information and tips to raise kids who are financially independent and responsible
better understand the challenges of raising money-smart kids
learn how to address age-appropriate money-related topics with young kids, pre-teens, teenagers and emerging adults

Outline:

why teaching kids about money is important
goals and challenges of raising money smart kids
evolution of financial decisions throughout childhood
age appropriate teaching for young children, pre-teens, teenagers and emerging adults
tips on allowance, budgeting, credit cards, cell phones, virtual spending
tools, aids, resources
Q&A

Learning materials:

Goal Setting worksheet — helps set SMART goals which are specific, measurable, attainable, realistic, time-framed
Values Validator worksheet — helps determine what things are most important to help set values-based goals
Monthly Budget for Teens worksheet — helps teenagers living at home set a budget
Role Model Self-Assessment worksheet — determines kind of financial role model

Questions?

For questions, please email us.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

12 weeks’ notice needed to setup a session.
Requests must be submitted by the request deadline.
If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.

Request a session

CPA Canada uses this information for the purpose of setting up and coordinating financial literacy sessions for your organization. When necessary, CPA Canada will share this information with CPA volunteers for the purpose of performing this request. We will retain this information for as long as is necessary to fulfil this purpose. For more information and how CPA Canada processes your data, please refer to our privacy policy.

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