Retirement savings course

The Association of Canadian Pension Management (ACPM) launched its new Retirement Savings Course to empower Canadians wishing to learn the basics of retirement savings and to foster awareness of the importance of retirement income savings at any age.

Course highlights:

  • Self-paced learning on basic retirement savings concepts in simple language
  • Six bite-sized modules - each taking about 20-30 minutes to completed
  • Suitable for any age (in particular, those in the workforce starting to think about retirement savings)
  • No prior knowledge or qualifications are required

The free course will provide you an overview of the building blocks of retirement savings and insight into the role that government pensions and workplace pension plans may have for your future or that of those you care about.



Canadian Institute for Social Prescribing

The Canadian Institute for Social Prescribing (CISP) is a new national hub to link people and share practices that connect people to community-based supports and services that can help improve their health and wellbeing.



Introduction to behavioural insights for the social sector: a capacity building course

This self-paced online course will help you learn about behavioural insights and how they can help you increase impact in simple, practical ways. In this self-paced learning experience, you will learn foundational skills and tools that you can apply immediately to your work, creating a long-lasting social impact.



Learn the 101 of financial literacy

This course is offered by the Canadian Foundation for Economic Education, a non-profit organization that works to improve economic, financial, and enterprising capability.

This financial literacy course for general audiences covers a range of topics: money basics and the economy, setting goals and making wiser consumer decisions, employment, self-employment, spending on major purchases, borrowing money, saving and investing, protecting your money and managing your money. 



Momentum’s Money Management Courses

Momentum is a change-making organization that acts as a bridge by taking an economic approach to poverty reduction and adding a social perspective to economic development initiatives.

Our programs are holistic, covering everything from financial literacy, entrepreneurship and employment training, to developing communication skills, building self-confidence and establishing positive social networks.

Our work is focused in the following 3 areas:

  • Programs and services for people that are living on low incomes to increase their ability to manage and save money, train for and maintain good jobs, or start a business. Built on the sustainable livelihoods model, Momentum’s programs work to build livelihood assets—connections, sense of self, basics needs and services, skills and knowledge, and finances—that lead to increased income and assets, and ultimately an exit from poverty.
  • Support to communities and businesses to build and sustain the local economy from the ground up through Community Economic Development education and resources.
  • Community leadership working with community partners, academics, civil servants and elected officials to support innovative  systems-change approaches to poverty reduction, promote best-practices through evaluation and research, and influence public policies to remove barriers and allow people to be more financially stable.

Check out our on demand money management workshops



Helping low-income clients retire successfully- Free Course

Financial planners and advisors want to better the lives of the people they work with, but may not know that conventional retirement advice often doesn’t work for low-income retirees.

Getting it right when every dollar counts

The advice that works well for higher- and middle-income clients can work against lower-income retirees – meaning they lose out on government benefits and must live on less, even though every dollar counts when you’re living on a low income. That’s why there’s a new CE-accredited course available at no charge for anyone who wants to learn how to help low-income retirees plan for and make the most of their retirement income. Although the course was developed for financial advisors and planners, it is open and available to all.

Learn from seasoned experts

Based on the work of John Stapleton of Open Policy Ontario and developed by Certified Financial Planner professional Alexandra Macqueen, the course is hosted and was accredited by Business Career College, a We Know Training brand and a leader in training for the financial services and insurance industries.

The course includes:

● Accreditation for 5.5 CE credits with FP Canada, Advocis, and IIROC
● Working knowledge of the government benefits programs available to low-income retirees
● A look at the savings and investing options available to low-income retirees and how to optimize client situations
● Guidance about the impact of earned income and taxes on low-income retirees
● A series of case studies, plus recorded conversations with financial planners about how planning for low-income retirees works in practice

To take the course:

1. Go to www.businesscareercollege.com
2. Either sign in (if you have an account) or Sign Up (near the top right) to create a free account. You'll then have to "Create Learner Account."
3. Once logged in, there is a yellow button near the top right of the screen called "Enrolment Key." Click here and provide the Enrolment Key retiring-on-low-income-indigo-2771 (an exact copy and paste is probably ideal)



Learn about your taxes (free CRA online course)

A free online course to learn about personal income taxes in Canada, developed by the Canada Revenue Agency.

Contents include:

  1. Starting to work: Why you need a social insurance number (SIN), when to fill out a TD1 form, and what’s on your pay stub and T4 slip.
  2. Preparing to do your taxes: Find out what you’ll need to know before doing your taxes and the different ways to do them.
  3. Completing a basic tax return: An introduction to a basic income tax and benefit return. What you need to report, how to claim deductions and tax credits, and finding out whether you will get a refund or owe tax.

Additional resources for teachers and facilitators are available.

 



Money Mentors’ free financial education programs

Money Mentors’ free online courses are available to everyone. The 1-2 hour narrated courses make it easy to learn at your own pace. These online courses provide the same great content as our in-person presentations, but at the touch of a finger.

They cover a variety of topics including budgeting, debt, credit, fraud, life events and one course even focuses on managing money and understanding credit for high school students. 

Read more about Money Mentors' free financial literacy presentations to provide K-12 students with money concepts and skills here.



Introduction to Indigenous Peoples’ cultures online course

This free, on-demand, introductory course provides learners with insight into the history of First Nations, Métis and Inuit Peoples; an understanding of the devastation of colonialism on Indigenous communities and economies from an Indigenous perspective and how it is critical to reconciliation; and how culturally sensitive health care models help inform how accounting and finance education can be inclusive and supportive.

This course was developed to provide the writers and facilitators of CPA education programs, cases and examinations with insight, knowledge and skills to better understand the perspectives of Indigenous students, to help support their success. It will provide all learners with a valuable introduction into the deep cultural and historical foundations upon which the future prosperity of Indigenous communities must be built.

 



San’yas Indigenous Cultural Safety Training

Cultural safety is about fostering a climate where the unique history of Indigenous peoples is recognized and respected in order to provide appropriate care and services in an equitable and safe way, without discrimination.

This website includes information about the San’yas: Indigenous Cultural Safety Training Program delivered by the Provincial Health Services Authority of British Columbia.



Momentum’s Money Management Courses

The money management courses are offered online, on demand, for free. Learn at your own pace and on your own schedule on a variety of topics, including:

  • budgeting
  • credit
  • assets
  • banking
  • consumerism
  • education savings

 



Data literacy training

Statistics Canada presents a learning catalogue to share knowledge on data literacy. Data literacy is the ability to derive meaningful information from data. It focuses on the competencies involved in working with data including the knowledge and skills to read, analyze, interpret, visualize and communicate data as well as understand the use of data in decision-making.

Their aim is to provide learners with information on the basic concepts and skills with regard to a range of data literacy topics. The training is aimed at those who are new to data or those who have some experience with data but may need a refresher or want to expand their knowledge.



Serving Individuals With Disabilities – A Day in the Life of an American Job Center

The Disability and Employment eLearning Task Force in collaboration with the Employment and Training Administration (ETA) released three eLearning Training Modules to help support the professional development needs of the workforce development staff across the United States. 

The first module provide tools and resources to support front-line American Job Center staff effectively serve customers with disabilities, covering strategies for effective communication and interaction with individuals with disabilities.



VITA Volunteer Training Platform

This is Prosperity Now’s Taxpayer Opportunity Network VITA Volunteer Training platform, designed to help VITA volunteers (in the United States) train and become certified to provide free tax preparation services. These resources can provide a complete training or supplement the training offered by your VITA site.

This training platform contains twelve (12) modules to prepare you to pass the IRS Volunteer Standards of Conduct, Intake, Interview and Quality Review, and Basic Volunteer Certification Tests. This resource is free and open to all VITA volunteers, program managers, site coordinators and others.  Feel free to access and/or download as many of the materials as you’d like!