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


  • 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


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.



Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

You’re in the eye of the storm amid a swirl of slips, forms and receipts. Chart your way through tax-time turbulence with these updates and resources.