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Ten healthy habits of financial management

How to become better money managers.

Time frame: 60 mins

Learning objectives for participants:

  • how to self-assess their level of financial fitness
  • learn the Ten Healthy Habits of Financial Management
  • how to obtain helpful resources


  • financial literacy: some current facts
  • What is financial literacy?
  • Why is financial literacy important?
  • social problems with financial roots
  • getting your financial house in order
  • goal-setting
  • resources
  • Q&A

Learning Materials:

  • Financial Consumer Agency of Canada Budget Calculator — helps make a budget
  • Goal Setting worksheet — helps set SMART goals which are specific, measurable, attainable, realistic, time-framed
  • Financial Fitness Self-Assessment worksheet — helps determines how well finances are being managed
  • Values Validator worksheet — helps determine what things are most important to help set values-based goals


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:

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