How to deliver virtual financial education workshops

Making the transition from in-person to virtual program delivery has become a necessary step in continuing financial empowerment services during these times of physical distancing. Financial education workshops are a valuable part of any financial empowerment program, and there are many different considerations when moving these to an online format. But don’t feel daunted! There are also many different ways to approach virtual workshops.

Join our speakers Millie Acuna (SEED Winnipeg, MB) and Fatima Esmail (Momentum, Calgary, AB), who will share their learnings as experienced financial educators and facilitators. You’ll learn how to approach workshop logistics and setup, ways to engage and build rapport with your workshop attendees, and instructional design tips for virtual learning.

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.

Read the presentation slides for this webinar.

Handouts for this webinar:
Online financial tools and calculators (Prosper Canada)
Virtual tools for participant engagement (Prosper Canada)
Online delivery check-list (Momentum)
Jeopardy game template (SEED)

Time-stamps for the video recording:
3:26 – Agenda and introductions
5:10 – Audience polls
8:19 – Virtual delivery considerations (Speaker: Glenna Harris, Prosper Canada)

12:39 – Virtual workshops best practices (Speaker: Fatima Esmail, Momentum)
33:12 – Online money management training (Speaker: Millie Acuna, SEED)
49:07 – Q&A

Group RESP Educational Materials

This document explains the basics of group RESPs, including what they are, what they may cost, what you need to know about your group RESP if you are already enrolled in a plan, and how to figure out your options.

Read more about the research behind these materials here.

 

 

Towards a Comprehensive and Inclusive Consumer Protection Framework for Canada. Submission to Finance Canada