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
Outline:
- 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
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.