Budgeting and saving are the core building blocks of financial stability and sound financial decision making. In this toolkit you'll find helpful resources and worksheets on goal setting, making a budget, and saving money. Latest update: February 18, 2020 (more resources to be added in March...
This website shares tools, tutorials, and resources on service design. The tools will help you prepare for different stages of the service design process, think through who to engage and how, and plan or improve a service. Includes templates for tools such as empathy maps, personas, service...
Financial decisions are influenced by our own personal feelings and attitudes around money, and by the feelings, attitudes, and actions by our family and friends. This CFPB toolkit offers financial education practitioners three tools (Money Choices, Money Styles, and Money Network), each with a...
A better understanding of human behaviour can lead to better policies. If you are looking for a more data-driven and nuanced approach to policy making, then you should consider what actually drives the decisions and behaviours of citizens rather than relying on assumptions of how they should...
Many of us struggle to talk about money, especially when it comes to talking about debt. It is when debt becomes too much for us to manage, or when we do not have a plan to pay it off, that it can become stressful and even overwhelming. This is when it is time to have those tough conversations and...
In this toolkit you'll find materials to help you learn about what's involved in tax filing, and some materials to support setting up your own community tax clinic. Latest update: August 27, 2019 - Tax clinic...
Pour souligner leurs 50 ans d’histoire, les Associations de consommateurs du Québec s’unissent pour offrir à la population québécoise un portail qui rassemble toute une gamme d’informations et d’outils développés au fil des années grâce à leur expertise en finances...
This is ACORN Canada's debt and high-interest lending resource portal. It contains links and resources on debt, credit, banking, and other...
The Center for Financial Security (CFS) and Annie E. Casey Foundation have developed a short set of standardized client outcome measures to create the Financial Capability Scale (FCS). In 2011, CFS worked with four organizations to collect data on client outcome measures, with the goal of...
A financial well-being questionnaire developed by the Consumer Financial Protection...
The Family-Centered Coaching Toolkit offers a set of strategies, tools, and resources that can help programs, agencies, case managers, coaches, and others change the ways they work with families striving to reach their goals. This set of resources, can undo, and redo, how one approaches working...
The Old Age Security program toolkit – Your complete guide to Canada’s Old Age Security...
Community engagement is about ensuring that those most impacted by social challenges have a say in designing and implementing solutions. The participation of intended beneficiaries and their families, neighbors, and trusted leaders can be an integral part of data-driven processes to achieve better...
When money is tight, consumers often pay bills in a way that makes the problem worse, with late fees, penalties, and higher interest rates. Research shows that consumers have many reasons for their actions. To gain insight into why it’s so hard for consumers to organize and manage their financial...
This Debt Management Guide was created to assist volunteers at WoodGreen’s groundbreaking Debt Management Clinic, who meet one-on-one with community members to educate them on their options. It is now available for social services staff who want to know how to help clients deal with...
Focus on Native Communities provides information and tools to help you meaningfully connect Your Money, Your Goals to the community members you serve. T his guide—Your Money, Your Goals: Focus on Native Communities—contains additional information, tips, and tools based on the wisdom of tribal...
The package has three parts: 1. A series of ten brief evaluation backgrounders that introduce and explore key evaluation topics and terminology; 2. A directory of evaluation resources focusing on technical aspects of evaluation; and 3. A directory of evaluation training options available to...
At the Ontario Centre of Excellence for Child and Youth Mental Health (the Centre), our focus is on building community-based agencies’ capacity for evaluation within the context of evidence-informed practices. The Centre provides funding, support and training to enhance agencies’ evaluation...
Accessing, understanding, and using financial services effectively are important components of economic security and successful integration into Canadian society. From day-to-day banking to income tax, investments, insurance, and government support programs, there is a wide range of knowledge and...
The toolkit was developed to assist other Canadian communities that are interested in adopting the Housing First approach. Primarily based on the experiences of the At Home/Chez Soi project, we have assembled tools and resources that are practical and user-friendly for groups and communities...
The Toolkit is different from other monitoring and evaluation (M&E) handbooks in a number of ways: It is designed to specifically address the issues and challenges of evaluating financial education and other financial capability enhancement programs, including developing outcome measures...
This Toolkit is a resource for supporting low-income and vulnerable youth in developing their financial well-being and developing a sense of empowerment for their futures. FERN has developed this toolkit to help youth workers explore these topics interactively. We hope this curriculum will be...
It is what dreams are made of. Everyone knows that in order to make dreams a reality, post-secondary education is necessary–– and it can be expensive. That’s why we have created the Canada Learning Bond Toolkit: to let families know that there is free money and other grants that will help...
he goal of the Your Money, Your Goals toolkit is to make it easier for volunteers, lay counselors and workers, mentors, and coaches to help the people they serve become more financially empowered. The toolkit is divided into two parts: The four-part Introduction is for community volunteers. This...
The goal of the Your Money, Your Goals toolkit is to make it easier for volunteers, lay counselors and workers, mentors, and coaches to help the people they serve become more financially empowered. Module 1-2: Setting goals, saving, and planning. Module 3-5: Managing income and spending money....
