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Financial literacy resources

Our helpful publications, worksheets, surveys and more will help strengthen your financial capability.

Choose any of the following Financial Literacy Resources

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Separating Fact from Fiction Webinar Series

This webinar series discusses inflation, credit scores, leadership, and retirement. Gain valuable insights for informed decisions and a successful future.

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Financial literacy podcast: Mastering Money

Our financial literacy podcast talks about key issues, trends and tips as they relate to financial education.

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Financial literacy publications

Read CPA Canada’s innovative financial literacy publications for in-depth knowledge on improving your financial health.

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Webinar: The Last Act

Getting your final affairs in order is an often-overlooked component of financial planning, it’s time to change that.

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Owning Your Financial Identity webinar series

This exciting series by CPA Canada Financial Literacy and its national development sponsor, Canada Life, is all about empowering women to become masters of their finances.

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Financial literacy virtual school workshop materials

Take financial literacy education to the virtual classroom with these no-cost interactive materials.

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Financial literacy virtual sessions

Learn about key topics in these free sessions, from estate planning to effective tax strategies, and the many supports available to you.

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Financial wellness guide

Our interactive questionnaire helps you understand money basics and how they apply to you.

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Money management worksheets

Our worksheets will help you with various aspects of managing your money.

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Small and medium businesses: Financial literacy resources

Get useful tips and resources to help you better manage your business’s finances.

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Your Money Matters newsletter

Get expert tips from CPAs and others on how to manage your money.

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Money management surveys

View our research on key money management issues Canadians are facing, such as household debt management, holiday spending and fraud protection.

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Other financial literacy resources

Find helpful tools and resources from government and other sources.