Your Financial Toolkit
A comprehensive 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. Learn more about the program and how to use the learning modules.
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 and contributions
Tax basics, taxable income, deductions, credits and filing your taxes.
Module 9: Income taxes and contributions Quebec
Tax basics, taxable income, deductions, credits and filing taxes for Quebec residents.
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
Download guides and presentations to deliver workshops to adults or post-secondary students.
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