Your financial toolkit

An online learning program providing financial information and tools for adults.

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How to use the learning modules

About the financial toolkit and how it can help you to improve your financial habits.

Module 1: Income, expenses and budget

Managing your incoming and outgoing finances, tracking your expenses, making a budget and setting goals.

Module 2: Banking

Basic banking, bank account packages and alternative financial arrangements.

Module 3: Saving

Tips and tools to help you save money.

Module 4: Credit and debt management

Types of credit, managing debt, credit reports and credit scores.

Module 5: Mortgages

The costs of buying a home, types of mortgages and tips for negotiating your terms.

Module 6: Insurance

Types of insurance, how they work and how to get the coverage you need.

Module 7: Investing

The basics of investing, types of investments, investment advisors and setting investment goals.

Module 8: Income taxes

Tax basics, taxable income, deductions, credits and filing your taxes.

Module 9: Income taxes in Quebec

Tax basics, taxable income, deductions, credits and filing taxes for Quebec residents.

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Module 10: Retirement and pensions

Public and private pensions, personal savings and estimating your retirement income.

Module 11: Financial planning

Creating a financial plan, estate planning and how financial professionals can help you.

Module 12: Fraud protection

Recognizing and protecting yourself from fraud, including what to do if you are a victim.

Trainer's toolkit

Downloadable guides and presentations on a variety of financial topics.

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