Are you a good financial role model?

Improve financial management and help adults teach their kids about money.

Time frame: 60 mins

Learning objectives for participants:

  • self-assess standing as a financial role model
  • learn the ten healthy habits of financial management
  • obtain resources to help get their financial house in order
  • understand SMART goals & effective goal setting


  • why teaching kids about money is important
  • goal and challenges of teaching kids about money
  • characteristics of a good financial role model
  • ten healthy habits of financial management
  • how to set financial goals
  • 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
  • Role Model Self-Assessment worksheet — determines kind of financial role model


For questions, please email us.


Canada is celebrating its 150th anniversary. We’re celebrating you, Canadian CPAs. Tell us why you’re proud to be a Canadian CPA. Then watch for our big celebration in July.

Gain practical organizational insights and learn from industry experts at this annual event for not-for-profit financial leaders.