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 materials to help your employees strengthen their financial knowledge and skills.
In-person, facilitated workshops delivered by knowledgeable volunteers and professionals.
Each One, Teach One from the Canadian Credit Union Association
Each One, Teach One is a series of financial skills workshops delivered by trained employees of financial institutions.
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.
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.
Understanding your credit report workshop from the Financial Consumer Agency of Canada
A workshop on what’s included in a credit report, how to improve your credit score, how to check your credit report for errors and signs of fraud, what to do if you find an error in your credit report.
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
A Simple. Low Cost, Employee Savings Program from The Canadian Payroll Association
A practical, downloadable guide for employers and payroll professionals on how to implement an employee savings program through automatic payroll deductions. Learn how your payroll department can assist employees in “Paying Themselves First” and improve their financial wellness immediately, by directing a portion of their net pay into a separate retirement or savings account at source
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.
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.
Test Your Financial Literacy Quiz from the Canadian Payroll Association
Two minute quiz to find out how you compare to other working Canadians when it comes to financial literacy and wellness.
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.
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
Free, web-based information on managing your money, debt and investments, planning for retirement, savings vehicles and protecting yourself from consumer fraud.
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.
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
A comprehensive checklist with questions to consider as you build your workplace financial education program.
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.
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.
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