Collection of money management resources, including how create effective budgets, realistic spending plans, deal with your debts, save more money, build a stronger credit rating, and prepare for...

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...

For the 10th anniversary of Financial Literacy Month in Canada, Financial Consumer Agency of Canada (FCAC) has released resources to help Canadians learn how to manage their finances in challenging times. Resources include the following topics: Keep track of your money Minimize...

National Disability Institute (NDI)'s Financial Resilience Center offers resources and assistance to help those with disabilities and chronic health conditions navigate financially through the COVID-19 crisis. Resource topics include: Information on the COVID-19 stimulus Employment and...

The Global Financial Literacy Excellence Center (GFLEC) focuses on financial literacy research, policy, and solutions. This toolkit contains suggestions and resources for managing personal finances and protection against the financial emergencies caused by...

Financial education has become an important complement to market conduct and prudential regulation and improving individual financial behaviours a long-term policy priority in many countries. The OECD and its International Network on Financial Education (INFE) conducts research and develops tools...

Credit Canada has pulled together financial information from trusted sources and released original content to help Canadians manage their finances during...

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...

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...

This guide was created to be a resource for community college educators, staff, and administrators interested in implementing financial coaching as a way to empower students to build money management skills and make healthy financial decisions. Strategies for integrating financial coaching into a...

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...

Once you’re ready to start tackling your debt and have a clear sense of how much you owe, your next step is to make an action plan. Use this worksheet to think about your debt repayment goals, the steps you can take now, and the help you will need along the way. 'Making a debt action plan' is...

What would it feel like to have less debt in your life? What other goals or activities would be possible?  This worksheet will help you think about your values and goals. Setting goals is the first step in making a debt repayment plan. Think about what is motivating you towards your goal. 'Your...

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...

This is a set of tools and resources developed by The Prosperity Agenda to implement a holistic vision of financial coaching for individuals and families. (Note: Accessing the toolkit requires submitting user...

The Old Age Security program toolkit – Your complete guide to Canada’s Old Age Security...

Most community-based organizations are accustomed to managing scarce resources, which may discourage them from delivering additional services. However, partnering with other organizations to provide services allows service providers to tap into existing resources and infrastructure instead of...

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...

Deciding which financial capability services to provide clients begins with understanding how clients currently manage their financial lives. Tool 1 in Building Financial Capability: A Planning Guide for Integrated Services (http://1.usa.gov/1FxrLnE) helps you analyze clients’ current financial...

Surveys are a great way to answer some of the questions you have about the people you serve and their thoughts and feelings about the services you provide. Surveys can help you decide which new services will have the greatest impact on your clients and help you evaluate the impact of your existing...

Calls for scaling up successfully tested health service innovations have multiplied over the past several years. Many acknowledge that pilot or experimental projects are of limited value unless they have larger policy and programme impact. Moreover, there is increasing recognition that prove...

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...