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Discover financial empowerment resources

Search this library to find research and resources from across the financial empowerment field.
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Beware of One Time Passcode scams with these tips

While cyber criminals are always looking for ways to trick you into revealing information they can use to access your accounts, we have a few simple tips to avoid getting tricked by “one time passcode” scams that you may encounter while attempting to access your accounts...

Topic: Best practices, Consumer protection
Author: Canadian Bankers Association
Publisher: Canadian Bankers Association
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Ganohonyohk (Giving Thanks): Indigenous Prosperity

The Ganohonyohk/Prosperity Research Project explored how seven Indigenous Friendship Centre communities in Ontario understood the concept of prosperity. The guiding research question of “How do urban Indigenous Friendship Centre communities in Ontario view a prosperous/wealthy life?” was used...

Topic: Best practices, Collective impact, Financial well-being
Author: Ontario Federation of Indigenous Friendship Centres (OFIFC)
Publisher: Ontario Federation of Indigenous Friendship Centres (OFIFC)
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Guaranteed Income Community of Practice resources

The Guaranteed Income Community of Practice (GICP) convenes guaranteed income stakeholders, including policy experts, researchers, community and program leaders, funders, and elected officials to learn and collaborate on guaranteed income pilots, programs and policy. The GICP website includes...

Topic: Best practices, Poverty issues
Author: Guaranteed Income Community of Practice
Publisher: Guaranteed Income Community of Practice
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Tax Prep Dispatch: Alternative Service Delivery Tips!

Tips and considerations for providing alternative tax filing service...

Topic: Tax filing and benefits
Author: Justin Chu
Publisher: Prosperity Now (formerly CFED)
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Tax Prep Dispatch: The Drop-Off Process

Considerations and best practices for drop-off and virtual tax filing...

Topic: Tax filing and benefits
Author: Christopher Murphree
Publisher: Prosperity Now (formerly CFED)
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Communicating on Race and Racial Economic Equity

This document is a compilation of best practices and recommendations from a wide range of resources that Prosperity Now’s Racial Wealth Divide Initiative (RWDI) and Communications teams thought would be helpful for naming, framing, defining and understanding the issue of racial economic equity....

Topic: Best practices, Racial equity
Author: Cat Goughnour, Ebony White, Lillian Singh, Madelaine Santana, Myrto Karaflos
Publisher: Prosperity Now (formerly CFED)
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The MIX Challenge Toolkit: Tools & Techniques for Challenge-Based Innovation Partnerships & Procurement

The Municipal Innovation Exchange (MIX) project team created this Toolkit to assist municipalities - individual line managers or project owners, or municipal strategic teams (like a Smart Cities Office) - that are contemplating or undertaking a procurement by means of innovation partnership. The...

Topic: Best practices
Author: Municipal Innovation Exchange (MIX)
Publisher: City of Guelph, MaRS, Municipal Innovation Exchange
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Creating Communities Where We Live – A Good Practices Guide

Creating Communities Where We Live - A Good Practices Guide is a locally-driven community-based researched project conducted in Edmonton, Alberta, by e4c and the University of Alberta Community Service-Learning program. The project seeks to add to the knowledge and practice of community care around...

Topic: Best practices, Housing and homelessness
Author: Alexandra Parker, David Prodan, Shauna Young
Publisher: E4C Alberta, University of Alberta Community Service Learning
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COVID-19: Exclusive resources for service provider heroes

Families Canada is the national association of Family Support Centres. With a network of 500+ member agencies and thousands of frontline family service workers across Canada, they committed to providing leadership and support in the campaign for Canada’s children. Families Canada has compiled...

Topic: Financial well-being
Author: Families Canada
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Making Safety Affordable: Intimate Partner Violence is an Asset-Building Issue

This brief explores three existing unmet needs that contribute to survivors’ inability to build wealth: money, tailored asset-building support, and safe and responsive banking and credit services. Within each identified need, specific issues facing survivors, strategic actions in response to...

Topic: Asset building and saving, Lived experience, Poverty issues
Author: Amy Durrence, Kirkley Doyle, Sonya Passi
Publisher: AFN - Asset Funders Network
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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...

Topic: Best practices, Health
Author: Disability and Employment eLearning Taskforce
Publisher: The LEAD Center
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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...

Topic: Curriculum & Training
Author: Global Learning Partners
Publisher: Global Learning Partners
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Meeting the Emergency Moment: Key Takeaways from Delivering Remote Municipal Financial Counseling Services

Local governments across the United States are working to help their residents weather the health and financial impacts of the COVID-19 pandemic. In many cities and counties, that means deploying their Financial Empowerment Centers (FECs), which provide professional, one-on-one financial...

Topic: Financial coaching & counselling, Service system integration
Author: CFE Fund - Cities for Financial Empowerment Fund
Publisher: CFE Fund - Cities for Financial Empowerment Fund
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Five good ideas for remote client service work

Marco Campana shares his five good ideas for nonprofit organizations to connect deeply with their clients and communities and to start thinking about what their work might look like in the post-pandemic new...

Topic: Best practices
Author: Marco Campana
Publisher: Maytree
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Reaching Out: Improving the Canada Revenue Agency’s Community Volunteer Income Tax Program

The position of Taxpayers’ Ombudsman (the Ombudsman) was created to support the government priorities of stronger democratic institutions, increased transparency within institutions, and fair treatment. As an independent and impartial officer, the Ombudsman handles complaints about the service of...

Topic: Best practices, Tax filing and benefits
Author: Office of the Taxpayers' Ombudsman
Publisher: Office of the Taxpayers' Ombudsman
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Consumer Perspectives on Fintech

This brief raises consumer perspectives on financial technology (fintech), and offers guidance for fintech developers on how to best serve low- to moderate-income...

Topic: Best practices, Consumer protection, Financial inclusion, Service system integration
Author: Kate Griffin, Pamela Chan
Publisher: Prosperity Now (formerly CFED)
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2017 Bank On Data Pilot: Accessing Local Data

Bank On coalitions are locally-led partnerships between local public officials; city, state, and federal government agencies; financial institutions; and community organizations that work together to help improve the financial stability of unbanked and underbanked individuals and families in their...

Topic: Collective impact
Author: CFE Fund - Cities for Financial Empowerment Fund
Publisher: CFE Fund - Cities for Financial Empowerment Fund
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Perspectives on Evaluation in Financial Education: Landscape, Issues, and Studies

Financial education plays an important role in guiding individuals to achieve their financial goals and contribute to the economic well-being of society as a whole. While the examination on the effectiveness of financial education has many factors to consider, the National Endowment for Financial...

Topic: Research and evaluation
Author: Barbara O'Neill, Carlos Asarta, Carly Urban, Elizabeth Breitbach, Jamie Wagner, Jing Jian Xiao, Julie Heath, William Bosshardt, William Walstad
Publisher: National Endowment for Financial Education
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An Evaluation of Financial Empowerment Centers Building People’s Financial Stability as a Public Service

This report provides information on the Financial Empowerment Center model, the people it served, the outcomes they achieved, the impact services had on nonprofit and city partners, and lessons learned for others looking to replicate or support this model. The evaluation was designed as a...

Topic: Financial coaching & counselling, Research and evaluation
Author: CFE - Cities for Financial Empowerment Fund
Publisher: CFE Fund - Cities for Financial Empowerment Fund
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Tax clinic planning for indigenous communities (2)

This webinar, "Planning a successful community tax clinic in Indigenous communities, Part 2," is the second in a 2-part series sharing information, community examples and promising practices with Ontario First Nation communities and Indigenous organizations to support the launch and planning of...

Topic: Tax filing and benefits
Author: Prosper Canada
Publisher: Prosper Canada
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Tax clinic planning for Indigenous communities (1)

This webinar, "Planning a successful community tax clinic in Indigenous communities (Part 1)," is part one of two webinars trainings which share information, community examples and promising practices from Ontario First Nation communities and Indigenous organizations. This training will support the...

Topic: Tax filing and benefits
Author: Prosper Canada
Publisher: Prosper Canada
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Indigenous financial wellness in Canada

This webinar, "Indigenous financial wellness in Canada," introduces an Indigenous financial wellness framework, identifies some of the key barriers and opportunities for building financial wellness in Indigenous communities, and highlights evidence-based best practices for building financial...

Topic: Financial well-being
Author: Prosper Canada
Publisher: Prosper Canada
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Meeting People Where They Are: Five Lessons for Integrating Financial Capability Services

From January 2014 through June 2015, ten community-based organizations from around the United States embarked on an 18-month journey to develop new ways for their low-income clients to progress toward financial security. This document highlights the lessons and successes from that Learning Cluster...

Topic: Service system integration
Author: Kori Hattemer, Parker Cohen
Publisher: Prosperity Now (formerly CFED)
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From Financial Literacy to Financial Action

More than ever, Americans need to be financially savvy. The past few years have shown that mortgages can be complicated, business-cycle downswings severe, and investing far from obvious. And, for many of us, saving is not easy. Creating a successful financial life takes a high level of know-how and...

Topic: Financial literacy
Author: Barbara Kiviat, Jonathan Morduch
Publisher: NYU Scholars
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Recommendation on Principles and Good Practices for Financial Education and Awareness

This is a 2005 brief from the OECD Directorate for Financial and Enterprise Affairs, on recommended principles of financial education. It offers a definition of financial educaiton, financial capacity building, and recommendations for financial education program content....

Topic: Financial literacy
Author: OECD - Organisation for Economic Cooperation and Development
Publisher: OECD - Organisation for Economic Cooperation and Development
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