Financial wellness resources for employers

Whether you are looking for a place to start or want to improve your current financial wellness program, there are lots of unbiased resources available that fit all budgets.

Educational programs

Educational materials to help your employees strengthen their financial knowledge and skills.

Facilitated resources

In-person, facilitated workshops delivered by knowledgeable volunteers and professionals.

Financial Literacy Sessions from the Chartered Professional Accountants of Canada (CPA Canada)

Free financial literacy workshops for adults on many topics. The workshops are delivered by CPA Canada’s member network across the country. Facilitators can deliver these workshops at your workplace. 

Financial Literacy Education from Credit Counselling Canada

Credit Counselling Canada members from across the country offer financial literacy programs through customized in-person workshops, online webinars, and employee lunch n’ learn sessions.

MoneyMatters from ABC Life Literacy Canada

Money Matters is an introductory financial literacy program for adult learners. Workshops can be delivered with the optional support of local volunteer-tutors or the staff of the group delivering the programs.

Smart Spending – Consumerism from the Financial and Consumers Services Commission of New Brunswick

This free presentation takes a look at how advertisers try to influence consumer behaviour, and how knowing our values, setting goals and making plans can help us focus our spending on what is important to us and not what advertisers want us to buy. Contact FCNB to book a free presentation.

Budgeting 101: Building a budget that works from the Financial and Consumer Services Commission of New Brunswick

This free presentation provides reasons why and tips on how to create a budget. Contact FCNB to book a free presentation.

I’m Worth It! from the Financial and Consumer Services Commission of New Brunswick

Statistics show that women are still behind the curve when it comes to managing their finances. This free presentation invites women to take control of their finances and feel confident, secure and prepared when talking about money and making life-long financial decisions. 

Smart Saving: Investing in your future from the Financial and Consumer Services Commission of New Brunswick

Investing in your future is important. This free presentation provides information to help you make more informed investment decisions and help you better protect your money. Contact FCNB to book a free presentation.

Financial Health: Through the Years from the Financial and Consumer Services Commission of New Brunswick

Estate planning is important to protect your financial assets into your retirement years. This free presentation provides information on some of the tools used in estate planning and looks at some of the signs of financial abuse of seniors. Contact FCNB to book a free presentation.

MoneySmart Living from Credit Counselling Society

The MoneySmart Living workplace financial wellness program offers employers a wide variety of professionally delivered in-person workshops and/or live webinars, partnered with access to free and confidential financial coaching with an Accredited Financial Counsellor.

Deliver yourself

These pre-packaged resources include everything you need to conduct an effective, financial wellness workshop, including materials for facilitators. All you need to do is find a facilitator in-house or hire one.

Financial Basics workshop from the Financial Consumer Agency of Canada (FCAC)

A money management workshop covering the basics to help young adults make smart financial decisions.

Your Financial Toolkit from the Financial Consumer Agency of Canada

A comprehensive, modular learning program that provides basic information and tools to help adults manage their personal finances and gain the confidence they need to make better financial decisions.

MoneyMatters from ABC Life Literacy Canada

Money Matters is an introductory financial literacy program for adult learners. Workshops can be delivered with the optional support of local volunteer-tutors or the staff of the group delivering the programs.

Self-Paced

Online learning programs that allow for learning at your own pace and at a time that is convenient to you.

Your Financial Toolkit from the Financial Consumer Agency of Canada

An online learning program with eleven modules that provides comprehensive financial information and tools for adults.

Financial Basics - E-Learning Videos from the Financial Consumer Agency of Canada

E-learning videos that complement the Financial Basics workshop material.  

Offer financial education in the workplace - On-line education from l'Autorité des marchés financiers

The Université du Québec à Trois-Rivières and Université Laval offer an online course designed to introduce key concepts of personal financial planning.

Interactive resources

Tools to help you budget and manage your money and debt wisely. 

Quizzes and questionnaires

Financial Literacy Self-assessment Quiz from the Financial Consumer Agency of Canada

A helpful quiz to test your money management skills and knowledge.

Financial Wellness Guide from the Chartered Professional Accountants of Canada (CPA Canada)

An online questionnaire to assess your current financial situation. Includes tools and information to help you with your financial goals.

Fortune from Financial and Consumer Services Commission of New Brunswick

Fortune is an interactive web-based trivia game that makes learning about money and avoiding fraud engaging and accessible to any age group. Users can test their money smarts, compete against other players and challenge their friends.

Financial Literacy Quizzes from l'Autorité des marchés financiers

Three quizzes to help you with investments, financial fraud protection and retirement planning

Investor profile calculator from l'Autorité des marchés financiers

Use this calculator to determine your investor profile and which investment products would be suitable for you.

Am I in debt? money quiz from Credit Counselling Canada

Ten questions to assess the early warning signs of money and debt problems and where to get help.

Cranial Cash Clash from The Ontario Securities Commission

Quizzes to help you learn to make better financial and investing decisions.

Campaign

Initiative you can offer in your workplace to engage your employees and get them involved in financial well-being.

Financial Literacy Month from the Financial Consumer Agency of Canada

November is Financial Literacy Month (FLM). The Financial Consumer Agency of Canada (FCAC) helps coordinate the efforts of, and increase collaboration between, organizations from the private, public and non-profit sectors to strengthen the financial literacy of Canadians.

Financial Tools and calculators

Financial tools and calculators from the Financial Consumer Agency of Canada

Calculators and tools from l'Autorité des marchés financiers

Tools and Resources from New Brunswick's Financial and Consumer Services Commission

Calculators & Tools from The Ontario Securities Commission

Informational resources

Free, web-based information on managing your money, debt and investments, planning for retirement, savings vehicles and protecting yourself from consumer fraud.

Websites

Money and Finances from the Financial Consumer Agency of Canada

Financial Literacy from the New Brunswick's Financial and Consumer Services Commission

Personal Finances from l'Autorité des marchés financiers

Infoinsurance from the Insurance Bureau of Canada

Office de la protection du consommateur Information sur les droits des consommateurs québécois

Toutbiencalcule.ca (French only) from l'Associations de consommateurs du Québec

Question retraite (French only) from Question Retraite

L’essentiel des finances personnelles pour nouveaux arrivants (PDF, 16.2 MB) (French only) from l'Autorité des marchés financiers

Retiring Soon? from the Canadian Life and Health Insurance Association

Financial Literacy from Credit Counselling Canada

Consumer Information on insurance from the Canadian Life and Health Insurance Association

Get Smarter About Money from The Ontario Securities Commission

Finance from Consumer Protection BC

Financial Education from Service Alberta

Financial Education from the Government of Manitoba

Surveys and research

There are several recent surveys and research reports that have examined the financial well-being, challenges and needs of Canadians.

Evaluation resources

Use these resources to help you plan and evaluate your financial wellness program.

Financial Literacy Outcome Evaluation Toolkit from Prosper Canada

Guidance, templates and samples to help you with planning your evaluation, gathering baseline data, tracking outcomes and analyzing your data.

Financial Wellness Standard from Excellence Canada

The Financial Wellness Standard can help you assess your financial wellness program using criteria, guidelines and certification. 

Checklists and templates

Financial education program checklist from the Financial Consumer Agency of Canada

A comprehensive checklist with questions to consider as you build your workplace financial education program.

Questions to ask when choosing a financial education vendor from the Financial Consumer Agency of Canada

Consider these questions when seeking a vendor to offer a financial education program. 

Employee needs assessment survey template from the Financial Consumer Agency of Canada

A sample employee needs assessment survey that you can use to help you understand and identify the financial challenges, needs and wants of your employees when planning a financial wellness program at work.

Infographics

Infographic: why your employees' financial well-being matters from the Financial Consumer Agency of Canada

Infographic: stressed about money? from the Financial Consumer Agency of Canada

Infographic: calculating the cost of employee financial stress on productivity from the Financial Consumer Agency of Canada

Canadian Financial Literacy Database

A one-stop source for resources and events from Canadian organizations. Search for resources by topic, target audience and refine your results using filters included in the database, such as location, resource format and language to find information on budgeting, money management, insurance, saving, investing and taxes.