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.
Last updated on September 13, 2023: Inclusive facilitation for social change
Previously updated on April 1, 2021: Resources to support virtual delivery of financial service programs