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.

Request a session

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. Eight weeks’ notice is needed to set up a session.

*
*
*
*
*
Date:
*
*
*
*

Highlights

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