Financial coaching tools
Author: Prosper Canada
Topic: Curriculum & Training, Financial coaching & counselling
Publisher: Prosper Canada
Location: Canada
Format: Curriculum
Content Type: Prosper Canada Toolkits
Publication Date: May 15, 2018

This toolkit contains tools and worksheets you can use with your financial coaching clients. Each document should be used as a part of the coach-client relationship. 

This include financial coaching tools such as the financial wheel of life and tips for the first meeting, as well as tools and worksheets for goal-setting, budgeting, addressing debt, banking, and tax filing.

Prosper Canada curriculum and tools are for intended for community practitioners supporting clients living on low income. These tools are for non-profit use only, and are not to be delivered or distributed for a fee.

Worksheet resources in this toolkit are available as fillable PDFs. Please open with Adobe Acrobat Reader for full functionality.

Latest update
April 1, 2021: Resources to support virtual delivery of financial service programs

July 24, 2020: New resources added to French language section - Urgent c. important, Guide pour parler aux créanciers
July 16, 2020: New resources added to "Program support tools" section - Virtual tools for participant engagement
June 18, 2020: New resource added to 'Debt tools' section - Guide for talking to creditors

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