Global Learning Partners: Connecting Virtually: A Toolkit for Success

Global Learning Partners (GLP) helps individuals and organizations to learn by providing practical expertise in learning assessment, design, facilitation and evaluation.

Their connecting virtually toolkit covers a variety of topics to learn, teach and connect in a virtual world. The resources include ways to engage the whole person, hosting online meetings that work, teaching online and managing work, staff and kids at home. 



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)



National Indigenous History Month 2021

In June, we commemorate National Indigenous History Month 2021 to recognize the history, heritage and diversity of First Nations, Inuit and Métis peoples in Canada.

The Crow-Indigenous Relations and Northern Affairs Canada website contains resources on Indigenous history, promotional and educational materials, and information on how the Government of Canada is responding to the Truth and Reconciliation Commission's Calls to Action.



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.



Human Insights Tools & Resources

Human insights are used when designing programs and improving services through understanding clients’ hidden preferences, environment factors and behaviors. The Human Insights Tools from Prosperity Now are intended to take you through the process of discovering opportunities for innovation from clients’ point of view, designing solutions to meet those needs, and testing your ideas to ensure they bring about the needed change.

Tools and resources are presented for each of the discover, design, and test phases.



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.



Global Learning Partners: Shareable Resources

Global Learning Partners (GLP) helps individuals and organizations to learn by providing practical expertise in learning assessment, design, facilitation and evaluation.

Their shareable resources cover a variety of topics in learning, taking a learning-centered approach, including: Learning Design, Needs Assessment, Facilitation, Evaluation, and others.



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

Coaching and Philanthropy: An Action Guide for Nonprofits

The Coaching and Philanthropy Project was created by CompassPoint in collaboration with Grantmakers for Effective Organizations, BTW informing change and Leadership. This guide uses the data collected during the project to answer a few questions including: What is coaching? How can coaching contribute to my development as a nonprofit leader? What kind of coaching is right for me and my organization? How much is coaching? to assess and advance coaching as a strategy for building effective nonprofit organizations.



Money and Youth

The Canadian Foundation for Economic Education (CFEE) works collaboratively with funding partners, departments of education, school boards, schools, educators, and teacher associations to develop and provide free, non-commercial programs and resources for teachers and students – developed and reviewed by educators. The online version of their curriculum Money and Youth is organized into separate modules so that users can select individual topics that align with interests. An introduction to the topic, a teachers guide containing lesson plans, and parent resources are included within each module.



Financial coaching tools


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