How to use the learning modules

What's in the Toolkit?

Your Financial Toolkit is divided into 12 modules, each focusing on a different financial topic. In addition to the basic information, the modules contain tools to help you practise the financial skills and apply the information to your own life. The tools include videos, interactive worksheets, calculators, quizzes, questionnaires and case studies. Most worksheets are available as downloadable PDFs so you can save your templates on your computer and build your own financial toolkit.

At the end of each module, you'll find an action plan. This is a tool that you can use to track your progress and take the next steps to apply the concepts you learned. All modules also provide additional resources for more information.

All of the information and tools are available free of charge in both French and English.

What can the Toolkit do for you?

Using the resources in Your Financial Toolkit can help you become a savvier, more confident financial consumer.

  • You'll learn the basics of money management in a variety of areas.
  • You'll practise skills to improve your financial habits.
  • You'll learn how to better protect yourself when you use financial products and services.
  • And you'll have tools you can keep and reuse to successfully manage your money.

Three ways to use Your Financial Toolkit

A collaborative initiative

Your Financial Toolkit was produced by three organizations:

  • The Financial Consumer Agency of Canada—the federal government agency responsible for informing consumers about their financial rights and responsibilities when dealing with financial institutions, and for ensuring that financial organizations comply with requirements to protect consumers.
  • Ontario Securities Commission— is an Ontario Securities Commission (OSC) website that provides unbiased and independent financial tools to help you make better financial decisions.
  • The Autorité des marchés financiers—the body mandated by the government of Quebec to regulate the province's financial markets and provide assistance to consumers of financial products and services.


The producing partners wish to acknowledge and thank the contributors to this resource: 

Members of the review committee:

  • Patricia White, Credit Counselling Canada
  • Scott McBride, Algonquin College - School of Business
  • Charles Tanguay, Union des consommateurs
  • Lindsay Kennedy, Canadian Literacy and Learning Network
  • Pierre Roy, Mathieu-Martin High School
  • Judith David-Wilson, University of Toronto
  • Ellen Roseman, Toronto Star
  • Ainsley Cunningham, Manitoba Securities Commission
  • Marissa Rignanesi, New Brunswick Securities Commission

Organizations that have participated in the review:

  • Employment and Social Development Canada
  • Canada Revenue Agency
  • Revenu Québec
  • Financial Planning Standards Council
  • Canadian Bankers Association
  • OmbudService for Life and Health Insurance

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