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.