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Discover financial empowerment resources

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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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Increasing program uptake: practical ways that behavioural science can reduce barriers

A government designs a great service or program to support its residents. Although many people qualify, the program receives just a few applications. How can we increase uptake? This is a common question the Behavioral Insights Team (BIT) has helped governments answer across many policy...

Topic: Financial behaviour/decisions, Research and evaluation
Author: Carolina Toth, Elizabeth Bennett, Emily Cardon
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Where We Fit in the Canadian Securities Regulatory Framework

CIRO works within the Canadian regulatory framework to help contribute to investor confidence and security. In collaboration with these other organizations, CIRO is committed to the protection of investors and maintaining the integrity of the Canadian capital markets. We want to build Canadians’...

Topic: Consumer protection
Author: CIRO
Publisher: CIRO
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Financial consumer protection framework

This presentation provides information about the FCAC's public awareness strategy for Canada's new Financial Consumer Protection Framework including an overview of FCAC's planned activities and resources and highlights the importance of collective action to inform Canadians.  Additional...

Topic: Consumer protection
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
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Action-oriented public health resources on financial wellbeing and financial strain

Improving people’s financial circumstances has never been more critical. Disadvantaged population groups have experienced even higher levels of financial strain and poor financial wellbeing during the pandemic. This has negatively impacted their physical and mental health. To support efforts to...

Topic: Financial well-being
Author: Centre for Health Equity Training, Research and Evaluation (CHETRE), Centre for Healthy Communities
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FCAC new consumer information – electronic alerts

Le français suit l’anglais. As of June 30, 2022, banks will be required to send electronic alerts to their customers to help them manage their finances and avoid unnecessary fees.  Some banks have already started sending these alerts to their customers.  The electronic alerts are part of the...

Topic: Consumer protection
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
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G20/OECD INFE Core Competencies Framework on financial literacy for Adults (aged 18+)

This document describes the types of knowledge that adults aged 18 or over could benefit from, what they should be capable of doing and the behaviours that may help them to achieve financial well-being, as well as the attitudes and confidence that will support this process. It can be used to...

Topic: Financial literacy, Research and evaluation
Author: OECD - Organisation for Economic Cooperation and Development
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Race, Ethnicity, and the Financial Lives of Young Adults: Exploring Disparities in Financial Health Outcomes

Young adults of color, particularly those who are Black and Latinx, have borne a disproportionate share of economic hardship, as decades of systemic racism have made their communities more vulnerable to the effects of these crises. This report shares new data on the financial lives of young adults,...

Topic: Financial well-being
Author: Cathy Cohen, Jonathan Lykes, Karla Henriquez, Matthew Fowler, Thea Garon
Publisher: Financial Health Network
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The shared path: First Nations financial wellness

Prosper Canada and AFOA Canada are pleased to collaboratively tell the story of The Shared Path: First Nations Financial Wellness. This work was undertaken in the spirit of reconciliation between Indigenous Peoples and non-Indigenous people in Canada and creating a more equitable and inclusive...

Topic: Financial inclusion, Financial well-being
Author: Elizabeth Mulholland, Simon Brascoupe
Publisher: AFOA Canada, Prosper Canada
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Rainbow Framework

The Rainbow Framework organizes different methods and processes that can be used in monitoring and evaluation. The range of tasks are organised into seven colour-coded clusters: Manage, Define, Frame, Describe, Understand Causes, Synthesise, and Report & Support Use. Users can use the...

Topic: Research and evaluation
Author: BetterEvaluation
Publisher: BetterEvaluation
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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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Paving the Way – A Roadmap for Organizations Partnering to Deliver Financial Capability Services

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...

Topic: Service system integration
Author: Alicia Hadley, Dominique Derbigny, Megan Bolado
Publisher: Prosperity Now (formerly CFED)
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Indigenous Financial Empowerment through Enhancing Capability and Inclusion

This is a presentation by Jerry Buckland at the AFOA Canada Conference in February 2017. It covers: 1.An Indigenous Financial Wellness Framework: demonstrates the need to boost capability and inclusion; 2.Results from a Manitoba case study of financial exclusion; 3.Lessons from abroad: the...

Topic: Financial inclusion
Author: Jerry Buckland
Publisher: AFOA Canada
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Creating Mobility from Poverty: An Overview of Strategies

This overview paper broadly outlines the types of strategies being used to help people move up from poverty. It lays out basic categories for classifying such programs, explains the logic of various approaches, and offers some broad pros and cons of various types of interventions. The accompanying...

Topic: Poverty issues
Author: David T. Ellwood, Gregory Acs, Kelly Mikelson, Mary Bogle, Susan J. Popkin
Publisher: Urban Institute
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Power Point for Frameworks Blog Post

This is a Presentation showing several different frameworks for assets and financial capability, collected by the CFED. This includes the Household Financial Security framework, the Financial Capability Lifecycle, Road to Economic Security, and...

Topic: Service system integration
Author: Prosperity Now (formerly CFED)
Publisher: Prosperity Now (formerly CFED)
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On the Road: Exploring Economic Security Pathways in Indiana

This report is the second of two complementary reports that address the issue of economic security for Indiana households. The Self-Sufficiency Standard approach to economic security consists of three elements: securing the costs of daily basic needs, creating an emergency savings fund, and...

Topic: Financial well-being
Author: Diana M. Pearce
Publisher: School of Social Work
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Creating Adaptive Prosperity for Indiana Communities

This is an infographic on the Adaptive Prosperity framework developed by the Indiana Association for Community Economic Development. This is a collaborative vision of empowerment and assets focused on all parts of a...

Topic: Collective impact
Author: Indiana Association for Community Economic Development
Publisher: IACED - Indiana Association for Community Economic Development
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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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Moving to Financial Capability Through Financial Coaching

This is a presentation by J. Michael Collins explaining why financial coaching is a more effective intervention to achieve financial capability, compared to financial literacy. He explains the role of counseling, a definition of financial coaching, the role of the coach, and coaching as a form of...

Topic: Financial coaching & counselling
Author: J. Michael Collins
Publisher: CFS - Center for Financial Security, University of Wisconsin
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Social Determinants of Health: The Canadian Facts

There is much evidence that the quality of the social determinants of health Canadians experience helps explain the wide health inequalities that exist among Canadians. How long Canadians can expect to live and whether they will experience cardiovascular disease or adult-onset diabetes is very much...

Topic: Financial well-being
Author: Dennis Raphael, Juha Mikkonen
Publisher: York University
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Building blocks to help youth achieve financial capability: Report brief

The report discussed in this brief, “Building blocks to help youth achieve financial capability: A new model and recommendations,” illuminates critical attributes, abilities, and opportunities acquired during the years spanning preschool through young adulthood that support the development...

Topic: Financial well-being
Author: CFPB - Consumer Financial Protection Bureau
Publisher: CFPB - Consumer Financial Protection Bureau
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Building blocks to help youth achieve financial capability: A new model and recommendations

Where and when during childhood and adolescence do people acquire the foundations of financial capability? The Consumer Financial Protection Bureau (CFPB) researched the childhood origins of financial capability and well-being to identify those roots and to find promising practices and...

Topic: Financial well-being
Author: CFPB - Consumer Financial Protection Bureau
Publisher: CFPB - Consumer Financial Protection Bureau
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Financial well-being: What it means and how to help

Understanding financial well-being is crucial to helping consumers achieve it. Financial educators, coaches, and other practitioners work to help people improve their financial lives and get to a better state of financial well-being. To tell whether these efforts are successful, the field needs a...

Topic: Financial well-being
Author: CFPB - Consumer Financial Protection Bureau
Publisher: CFPB - Consumer Financial Protection Bureau
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Child Rich Communities: Aotearoa New Zealand’s ‘Bright Spots’

This report explores New Zealand’s ‘Bright Spots’ – local places and community initiatives that are making a positive difference to children and families. Instead of asking about the issues and problems for ‘vulnerable children’ or ‘high-needs families’, we ask ‘what’s...

Topic: Poverty issues
Author: Michelle Wanwimolruk
Publisher: UNICEF New Zealand
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Collective Impact 3.0: An Evolving Framework for Community Change

This article is about evolving frameworks for collective impact. CI is now a permanent – even dominant – part of the landscape of community change. We believe that it’s time for an evolution in the revolution. First, there has been enough experimentation with CI, by diverse communities...

Topic: Collective impact
Author: Liz Weaver, Mark Cabaj
Publisher: Tamarack Institute
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Rebuilding American Success: Savings and Opportunity for All

As Congress debates a long-term path to American economic growth, American households confront their own daunting challenges to economic security and success. While tight budgets, polarized politics and a skeptical public constrain policymakers’ ambitions, Americans have yet to recover from the...

Topic: Asset building and saving
Author: Anne Kim
Publisher: Prosperity Now (formerly CFED)
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