Financial Basics
Money management lessons for life
Are you interested in offering a financial literacy workshop in your post-secondary institution, community organization or workplace to help young adults achieve the skills needed to make better financial decisions?
Financial Basics is a financial workshop to help young adults learn about budgeting, saving, credit, investing, fraud prevention and financial planning. Financial Basics was developed by the Financial Consumer Agency of Canada and the Ontario Securities Commission, in collaboration with Ellen Roseman, financial author and journalist.
Get started now! Download the Financial Basics workshop
The Financial Basics workshop materials are available in convenient downloadable PDF format, allowing you to:
- Start learning immediately: Download the materials and start teaching or learning right away
- Save paper and be eco-friendly: Choosing digital resources helps reduce paper waste and environmental impact
- Access the resource anytime: Download and print only the specific sections you need, whenever you need them
These downloadable files include:
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Limited availability of printed copies
Printed copies are available upon request, but reserved for situations where digital distribution is difficult due to:
- Limited technology access: If, for example, the presenter or participants lack computers or printers
- Limited internet access: If, for example, reliable internet access is unavailable for downloading materials
- Other accessibility needs: If, for example, digital copies don’t serve the needs of persons with disabilities, remote communities, etc.
Please note that printed copies are limited and distributed on a case-by-case basis. For more information on the program please contact us.
Other resources
e-Learning videos
Transcript
Here’s an e-learning video series produced by Ryerson University and the Financial Consumer Agency of Canada, developed to enhance the Financial Basics workshop, or to be used by self-learners.
These videos are engaging, easy to understand, and – best of all – it’s about something that really matters to people – money!
The videos cover topics like...How do I prepare a budget?
The first step on the path to financial success is understanding that you are in control of your financial future. It doesn’t have to hard, complicated or full of sacrifice.
Or...How do I live within my means?
Small changes in your spending habits will result in big savings over time.
We also look at:
- Understanding credit,
- Dealing with debt,
- Saving and investing,
- Financial planning, and
- Protecting yourself from fraud
It’s about real problems, and real solutions too.
If despite all these precautions you are taken in by a fraud the first thing to do is notify your financial institutions as soon as possible.
There are several types of credit products.
Remember that a financial plan is a living document, meaning it should be kept up to date.
The Financial Basics e-learning videos: The knowledge you need to improve your money management skills. Try them: we’re talking time well spent.