Money management worksheets

CPA Canada has a selection of money management worksheets you can use with your clients.

Goal Setting
Set SMART goals that are specific, measurable, action-oriented, realistic, time-framed.

Financial Fitness Self-Assessment
Determine how well you are currently managing your finances.

Values Validator
Determine the things in life that are most important to you.

Monthly Budget for Teens
Help teenagers living at home create a monthly budget.

Role Model Self-Assessment
Deter­mine what kind of financial role model you are.

Document Organizer
Organize your documents in preparation for filing your taxes.

Cash Flow Organizer
Get a clear picture of your cash flow — what is coming in and what is going out 

Net Worth Worksheet 
Get a snapshot of what you own (your assets) and what you owe (your liabilities)

Post-Secondary Student Budget
This worksheet will help students accurately estimate the total budget they need



Financial wellness guide: questionnaire

CPA Canada developed the Financial Wellness Guide to help you understand money basics. Complete the online questionnaire to get straightforward tools and information, based on your financial situation, that will help you with your financial goals.



The mastering money podcast

Brought to you from CPA Canada, this financial literacy podcast talks about key issues, trends and tips as they relate to financial education.

Season 7 of the Mastering Money podcast takes a deep dive into debt and the way it affects Canadians.

Season 6 of the Mastering Money podcast will help prepare you for retirement and give you the tools to get there, no matter your age.

Season 5 of the Mastering Money podcast unpacks the hard financial conversations you need to be having with your kids, partners, financial planners and more.

Season 4 of the Mastering Money podcast explores the role money plays in the lives of women from all walks of life, now and in the future.

Season 3 of the Mastering Money podcast looks at the difficult financial decisions Canadians are making during the ongoing COVID-19 pandemic.

Season 2 of the podcast takes listeners on a journey across various financial literacy hot topics and trends. These include how to fit financial literacy into existing programs, the financial health of future generations as well what it takes to take the plunge and start your own business.

In this introductory season of the podcast, hear from financial educators on topics such as behavioral economics, the emotions of money, financial wellness, and more.