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Topic: Financial inclusion
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Account Comparison Tool

Compare features for different chequing and savings accounts, including interest rates, monthly fees and transactions. Find an account that best suits your needs. Narrow your search, view search results, and compare your results using this account comparison tool from the Financial Consumer Agency...

Publication Date: February 16, 2019
Topic: Financial inclusion, Financial literacy
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Tools
Format Type: Online tool
Tag: Banking, Canada, Financial inclusion, Financial literacy, Online tool
Location: Canada
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High-Cost Alternative Financial Services: The Customer Experience

In early 2017 Momentum reached out to over 50 community members and participants to better understand local experiences with high-cost alternative financial services. In addition to connecting with individuals through interviews, Momentum hosted community consultations in partnership with Poverty...

Publication Date: June 1, 2017
Topic: Consumer protection, Financial inclusion
Author: Momentum
Publisher: Momentum
Content Type: Miscellaneous
Format Type: Report
Tag: Alternative financial services, Fringe financial services, high-cost lending, Lending, Payday lending, Policy, Research
Location: Alberta, Canada
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Summary Brief: High-Cost Alternative Financial Services

Many Albertans turn to high-cost alternative financial services when they need a short-term fix for a financial issue. Though these services are expensive and unsafe, they are often the only option for low-income individuals, particularly those who struggle to obtain credit at mainstream financial...

Publication Date: June 1, 2017
Topic: Consumer protection, Financial inclusion
Author: Momentum
Publisher: Momentum
Content Type: Miscellaneous
Format Type: Brief
Tag: Alternative financial services, Canada, Financial inclusion, Fringe financial services, high-cost lending, Lending, Low income, Payday lending, Policy
Location: Alberta, Canada
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Activity sheet 4-10: Goals (Banking and financial services)

This activity sheet is from Module 4 of the Prosper Canada Financial Literacy Facilitator resources. Take a few minutes to how this workshop relates to your life, and set one or two goals for your use of banks and other financial services. To view the full Financial Literacy Facilitator resources,...

Publication Date: June 1, 2016
Topic: Financial inclusion, Financial literacy
Author: Prosper Canada
Publisher: Prosper Canada
Content Type: Training/Toolkits
Format Type: Curriculum
Tag: Banking, Curriculum, Financial literacy, Goal setting, Mainstream financial services, Training, training handout
Location: Canada
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Building consumer financial health: The role of financial institutions and FinTech

In this video presentation Rob Levy from the Center for Financial Services Innovation (CFSI) examines the role of financial institutions in building consumer financial health.  This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that...

Publication Date: February 16, 2019
Topic: Financial inclusion, Financial well-being
Author: CFSI - Center for Financial Services Innovation, Rob Levy
Publisher: Prosper Canada
Content Type: Research
Format Type: Video
Tag: Consumer behaviour, Financial inclusion, Fintech, Income volatility, Lending, Mainstream financial services, Safe financial products, Saving, United States
Location: United States
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The Complaints Process for Retail Investments in Canada: A Handbook for Investors

Canadian investors need more and better information to protect themselves  both when they act on their own and when they retain lawyers. This handbook is intended to help Canadian investors better understand the choices they face when making a complaint and the impact of those choices. It can also...

Publication Date: March 1, 2018
Topic: Consumer protection, Financial inclusion
Author: Harold Geller
Publisher: MBC Law Professional Corp.
Content Type: Miscellaneous
Format Type: Guide
Tag: Canada, Complaint reporting, Consumer protection, investing, investments, ombudsman
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Canada Islamic Finance Outlook 2016

Islamic finance is growing rapidly, outpacing the growth of the conventional finance industry and even grabbing market share from it. This success has been driven in part by the internationalisation of Islamic finance as it reaches beyond its core markets of the Middle East, North Africa and...

Publication Date: December 30, 2015
Topic: Financial inclusion
Author: Ammar Radhi, Blake Goud, Emmy Abdul Alim, Mustafa Adil, Shaima Hasan
Publisher: Thompson Reuters
Content Type: Research
Format Type: Report
Tag: Banking, Canada, investments
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The Ever ­Growing Gap: Without Change, African ­American and Latino Families Won’t Match White Wealth for Centuries

This report examines the growing racial wealth divide for Black and Latino and the ways that accelerating  concentrations of wealth at the top compound and exacerbate this divide. It looks at trends in wealth...

Publication Date: August 1, 2018
Topic: Financial inclusion
Author: Chuck Collins, Dedrick Asante-Muhammed, Emanuel Nieves, Josh Hoxie
Publisher: Prosperity Now (formerly CFED)
Content Type: Research
Format Type: Report
Tag: At risk population, Financial exclusion, Financial vulnerability, Financial well-being, Low income, Racial wealth gap, United States
Location: United States
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Using Design to Deepen Relationships in the Financial Sector

This publication reveals the outcomes of Bridgable's work with a federal credit union, cutting through their overwhelming number of offerings to better engage with their low-income members. It also discusses why agility is a better bet than digitization when it comes to our changing financial...

Publication Date: August 3, 2017
Topic: Financial behaviour/decisions, Financial inclusion
Author: Bridgeable Research and Design
Publisher: Bridgeable Research and Design
Content Type: Training/Toolkits
Format Type: Report
Tag: Canada, Capacity building, Credit unions, Fintech, Instructional design, Low income, Safe financial products, Technology
Location: United States
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2017 Financially Underserved Market Size Study

CFSI presents their 2017 Financially Underserved Market Size Study that illustrates the growing opportunity to address the needs of financially underserved consumers and identifies significant trends driving marketplace evolution and...

Publication Date: December 7, 2017
Topic: Financial inclusion
Author: Eric Wilson, Eva Wolkowitz
Publisher: CFSI - Center for Financial Services Innovation
Content Type: Research
Format Type: Report
Tag: Consumer behaviour, Credit, Financial inclusion, Lending, Mainstream financial services, Survey, United States
Location: United States
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Where are the Unbanked and Underbanked in New York City?

This brief and an accompanying interactive map were commissioned by the New York City Department of Consumer Affairs’ Office of Financial Empowerment. The brief provides information on how many New Yorkers are unbanked and underbanked, recognizing their links to financial health. It also...

Publication Date: September 30, 2015
Topic: Financial inclusion
Author: Caroline Ratcliffe, Emma Kalish, Signe-Mary McKernan, Steven Martin
Publisher: Urban Institute
Content Type: Research
Format Type: Report
Tag: Banking, Financial well-being, Mainstream financial services, Methodology, Neighbourhood, Research, Statistics, Unbanked, Underbanked, United States, Urban
Location: United States
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Tackling financial exclusion: A country that works for everyone?

The United Kingdom is at the forefront of the global finance industry and is a leader in the fields of financial services, technology and innovation. Despite this high standing, a sizeable number of UK citizens lack access to even the most basic financial services, while still more are forced to...

Publication Date: March 31, 2017
Topic: Financial inclusion
Author: House of Lords Select Committee on Financial Exclusion
Publisher: House of Lords
Content Type: Research
Format Type: Report
Tag: Banking, Credit, Financial education, Financial inclusion, Financial vulnerability, Health, Lending, Low income, Mainstream financial services, Mental health, Poverty, Regulation, Seniors, United Kingdom
Location: United Kindom
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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...

Publication Date: February 8, 2017
Topic: Financial inclusion
Author: Jerry Buckland
Publisher: AFOA Canada
Content Type: Programs
Format Type: Presentation
Tag: Aboriginal Peoples, Australia, Banking, Canada, Case studies, Financial capability, Financial inclusion, Financial well-being, Framework, Research
Location: Canada
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Scaling Impact for Community Development Financial Institutions

The link between economic equity and financial and economic inclusion has long been the focus of community development financial institutions (CDFI). In this brief, we first examine what scale means for CDFIs and note participants’ focus on scaling impact and their concerns about conflating size...

Publication Date: June 30, 2016
Topic: Financial inclusion
Author: B Theodos
Publisher: Urban Institute
Content Type: Research
Format Type: Report
Tag: Case studies, Financial inclusion, Low income, Mainstream financial services, Research, Scaling, United States
Location: United States
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Strengthening Banking in Inner-cities: Practices & Policies to Promote Financial Inclusion for Low-Income Canadians

The report begins by defining and quantifying Canadian financial exclusion and then presents various theories offered to explain it. It then proceeds to provide a set of suggestions as to how banking services can become more relevant for low-income households. Finally, it runs through a set of...

Publication Date: March 31, 2008
Topic: Financial inclusion
Author: Jerry Buckland
Publisher: CCPA - Canadian Centre for Policy Alternatives
Content Type: Research
Format Type: Report
Tag: Banking, Canada, Financial exclusion, Financial inclusion, inner-city, Low income, Mainstream financial services, Poverty, Research, Unbanked, Underbanked, Urban
Location: Canada
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Unaccounted: The Millions of Americans without Bank Accounts

Opening a bank account is the first step towards financial inclusion and building long-term wealth. Yet nearly 9 million U.S. households are unbanked, meaning no person in the household holds a bank account. In addition, 25 million households are underbanked, meaning that they have a checking or...

Publication Date: November 30, 2014
Topic: Financial inclusion
Author: Prosperity Now (formerly CFED)
Publisher: Prosperity Now (formerly CFED)
Content Type: Research
Format Type: Brief
Tag: Banking, Financial inclusion, Fringe financial services, Income volatility, Low income, Racial wealth gap, Statistics, Unbanked, United States
Location: United States
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Big Money: Structuring Minor’s Trust Programs for Native Communities

This manual is intended to help tribal leaders and their attorneys, financial advisors, and money managers in Native communities in the US think about innovative ways to structure minor’s trust programs. It turns out there are a lot of simple things that can be done to help kids make good...

Publication Date: July 31, 2011
Topic: Financial inclusion, Financial literacy
Author: First Nations Development Institute
Publisher: First Nations Development Institute
Content Type: Miscellaneous
Format Type: Guide
Tag: Aboriginal Peoples, Assets, Best practices, First Nations, Indigenous, Legal issues, Program development, United States, Youth
Location: United States
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Thinking of Opening a Tax-Free Savings Account (TFSA)?

This is a guide from the FCAC on TFSA savings accounts. A Tax-Free Savings Account (TFSA) is a kind of savings account registered with the federal government. The key benefit is that you do not have to pay taxes on earnings within the account (including interest, dividends or capital gains) or on...

Publication Date: January 31, 2014
Topic: Financial inclusion
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Tools
Format Type: Guide
Tag: Banking, Canada, Financial literacy, Mainstream financial services, Saving
Location: Canada
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Choosing the Right Savings Account

This is a guide by the FCAC on how to choose the right savings account for you. A savings account is a good way to save money for short-term goals or to build an emergency fund for unexpected expenses. The interest rate, account fees and the ability to access your money easily are important factors...

Publication Date: April 30, 2014
Topic: Financial inclusion
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Tools
Format Type: Guide
Tag: Asset building, Banking, Canada, Consumer protection, Financial inclusion, Financial literacy, Mainstream financial services, Saving
Location: Canada
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What You Should Know if Your Branch Closes

This short guide explains what rights customers have when a financial institution closes a branch. When a financial institution is planning to close a branch, it must provide proper notice to its customers in order to minimize any inconvenience. To give consumers and communities time to find other...

Publication Date: March 31, 2012
Topic: Financial inclusion
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Tools
Format Type: Guide
Tag: Banking, Canada, Consumer behaviour, Financial inclusion, Mainstream financial services, Rural, Urban
Location: Canada
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Opening a Personal Bank Account: Understanding Your Rights

This guide explains how to open a bank account in Canada, and your rights when opening a bank...

Publication Date: April 30, 2013
Topic: Financial inclusion
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Tools
Format Type: Guide
Tag: Banking, Canada, Consumer protection, Financial literacy, Mainstream financial services
Location: Canada
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Cashing your Government of Canada Cheque for Free

This is a short guide by the FCAC on how to cash a government of Canada cheque for free. Under Canadian law, you have the right to cash your Government of Canada cheque for free. You can cash a Government of Canada cheque for free at any bank, even if you are not a...

Publication Date: April 30, 2013
Topic: Financial inclusion
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Tools
Format Type: Guide
Tag: Banking, Canada, Financial literacy, Mainstream financial services, Social assistance, Tax benefits
Location: Canada
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Cheque Hold Periods: Your Right to Access Your Money

This is a guide on cheque hold periods when banking in Canada. When you receive a cheque, you may consider two things before deciding where to cash it: When can you get your money? How much will it cost you to cash the cheque? Although cheque cashing services may make money available immediately,...

Publication Date: January 1, 2013
Topic: Financial inclusion, Financial literacy
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Miscellaneous
Format Type: Guide
Tag: Banking, Canada, Consumer protection, Financial inclusion, Financial literacy, Mainstream financial services
Location: Canada
View >
Choosing the Right Chequing Account and Banking Package

This is a guide on how to choose a chequing account to manage day-to-day banking needs. A chequing account is a deposit account offered by financial institutions for managing day-to-day financial transactions, such as paying bills, making purchases with a debit card, depositing your paycheque, and...

Publication Date: April 30, 2014
Topic: Financial inclusion
Author: FCAC - Financial Consumer Agency of Canada
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Tools
Format Type: Guide
Tag: Banking, Canada, Consumer protection, Financial inclusion, Financial literacy, Mainstream financial services
Location: Canada
View >
Banking Fees in Canada: Patterns and Trends

The purpose of this report is to provide policy makers, supervisory agencies, researchers, industry stakeholders and the general public with a systematic analysis and broad understanding of the trends related to the banking fees levied on consumers’ deposit accounts in Canada. The principal...

Publication Date: June 30, 2014
Topic: Financial inclusion
Author: Bruno Levesque, Charles Gibney, Sami Bibi
Publisher: FCAC - Financial Consumer Agency of Canada
Content Type: Research
Format Type: Report
Tag: Banking, Canada, Consumer protection, Financial inclusion, Financial literacy, Mainstream financial services, Research
Location: Canada
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