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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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The mastering money podcast

Brought to you from CPA Canada, this financial literacy podcast talks about key issues, trends and tips as they relate to financial education. Season 7 of the Mastering Money podcast takes a deep dive into debt and the way it affects Canadians. Season 6 of the Mastering Money podcast will help...

Topic: Financial literacy
Author: CPA Canada
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Checking registration

Checking registration helps protect you from unqualified or fraudulent individuals. Always check the registration of any person or business trying to sell you an investment or give you investment advice by using the Canadian Securities Administrators’ National Registration Search. Titles like...

Topic: Consumer protection
Author: Ontario Securities Commission
Publisher: Ontario Securities Commission
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Introduction to Indigenous Peoples’ cultures online course

This free, on-demand, introductory course provides learners with insight into the history of First Nations, Métis and Inuit Peoples; an understanding of the devastation of colonialism on Indigenous communities and economies from an Indigenous perspective and how it is critical to reconciliation;...

Topic: Curriculum & Training
Author: CPA Canada
Publisher: CPA Canada
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COVID-19 financial literacy resources

CPA Canada has put together resources to help manage your finances and provide you with the tools you need during this crisis – and...

Topic: Financial literacy
Author: CPA Canada
Publisher: CPA Canada
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CPA Canada 2020 Canadian Finance Study

Chartered Professional Accountants of Canada (CPA Canada) has released its comprehensive Canadian Finance Study 2020, which examines people's attitudes and feelings towards their personal finances. The results highlight the new financial realities that Canadians are experiencing during these...

Topic: Financial well-being, Research and evaluation
Author: Nielsen
Publisher: CPA Canada
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The Perils of Living Paycheque to Paycheque

This report, 'The Perils of Living Paycheque to Paycheque: The relationship between income volatility and financial insecurity', examines the relationship between income instability and broader measures of financial well-being.   This study makes use of a unique dataset that collected...

Topic: Financial behaviour/decisions, Financial well-being
Author: Jennifer Robson, Johanna Peetz
Publisher: CPA Canada
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How personality traits and economic beliefs shape financial capability and literacy

An emerging body of international literature is beginning to reveal a significant connection between financial capability metrics and personality, suggesting that what influences our financial well-being may be more nuanced than we previously thought.  This report investigates how the inclusion...

Topic: Financial behaviour/decisions, Research and evaluation
Author: Jennifer Robson, Johanna Peetz
Publisher: CPA Canada
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The impact of personality traits: a fresh look at gender differences in financial literacy

An emerging body of international literature is beginning to reveal a significant connection between financial capability metrics and personality, suggesting that what influences our financial well-being may be more nuanced than we previously thought. This study investigates how the inclusion of...

Topic: Financial literacy, Research and evaluation
Author: Jennifer Robson, Johanna Peetz
Publisher: CPA Canada
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Guiding Your Journey: A Toolkit for Lump Sum Payments

This collection of financial empowerment tools and resources is intended to support both Indigenous and non-Indigenous organizations working to help Indigenous Peoples navigate the receipt of a lump sum payment.  It was created as part of the Expanding investor education and protection for...

Topic: Consumer protection, Financial well-being
Author: Prosper Canada
Publisher: Prosper Canada
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Money management worksheets

CPA Canada has a selection of money management worksheets you can use with your clients. Goal Setting Set SMART goals that are specific, measurable, action-oriented, realistic, time-framed. Financial Fitness Self-Assessment Determine how well you are currently managing your finances. Values...

Topic: Financial literacy
Author: CPA Canada
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Financial wellness guide: questionnaire

CPA Canada developed the Financial Wellness Guide to help you understand money basics. Complete the online questionnaire to get straightforward tools and information, based on your financial situation, that will help you with your financial...

Topic: Financial well-being
Author: CPA Canada
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Money Smarts: My Financial Journey

  Money Smarts: My Financial Journey is an engaging board game designed for Indigenous youth aged 12 and older. The game introduces players to essential financial literacy concepts through realistic scenarios, encouraging them to develop practical skills for managing their own financial...

Author: Indigenous Prosperity Foundation
Publisher: Indigenous Prosperity Foundation
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Thriving or surviving study 2022

The Thriving or Surviving study uncovers the kitchen table issues that confront Canadians daily, revealing how the country is coping with concerns such as debt, savings, emergency funds and financial...

Topic: Asset building and saving, Credit & Debt, Financial behaviour/decisions, Financial literacy, Financial well-being
Author: CPA Canada
Publisher: CPA Canada
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