Your financial toolkit

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


Services and information

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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