Become a Financial Literacy Volunteer

Do you wish to share your financial expertise to help Canadians make more informed financial decisions?

All CPA members can volunteer with the CPA Financial Literacy Program and bring free, unbiased, functional, and clear financial literacy information to communities throughout BC and Yukon. Join this growing group of volunteers if you’re a CPA member with a passion for using your knowledge to make a positive difference.  Your volunteering hours may be eligible for free CPD credits.

Become a financial literacy volunteer

1. Get Started

Download our step-by-step guide for registering as a Financial Literacy volunteer.
4. Presenting Your First Session

View our walkthrough for information on presenting your first session.
2. Complete Orientation

Review our online training material.
5. Share your knowledge and expertise!
3. Select the sessions you want to deliver.

Find opportunities aligned with your preferences.
Questions?

Contact our Financial Literacy team at finlit@bccpa.ca or 604-484-7006. 

Are you interested in…

  • Sharing your CPA knowledge?
  • Helping British Columbians and Yukoners learn about their finances?
  • Having a positive community impact?
  • Honing your presentation and teaching skills?

If you’ve said yes to any of the above questions, you should consider signing up to be a volunteer!

Requirements

  • CPA designation required and in good standing. Active and retired members welcome.
  • Good understanding of basic business concepts and financial management.
  • Comfortable speaking in front of a group.
  • Able to volunteer alone or co-facilitate with a volunteer partner.

Responsibility

  • Choose the sessions you want to deliver and become familiar with the content.
  • Deliver at least one presentation within a one-year volunteering commitment.
  • Share your knowledge with communities in a way that is easy to understand.
  • Commute to presentation locations or deliver sessions via online webinar.

Support

  • Prepared session materials, resources, and presentation slide decks.
  • Online and in-person training sessions to prepare materials and enhance your presentation skills.
  • Matching services to ensure opportunities align with your preferences.
  • Support from staff to help you navigate the system and logistics.

Each of the 40 sessions are designed to provide basic concepts and skills to the audience through presentations, interactive activities, and/or case studies. View the 10 audience groups and session details below.

View Financial Literacy Sessions
View Financial Literacy Program Catalogue

Volunteer Testimonials

Linnea Faherty

Location: Kamloops

Linnea - new - smallBeing a volunteer with CPA Canada’s Financial Literacy Program has been a rewarding experience for me. As a newer member of my community, it enables me to meet a variety of ages and backgrounds. 

Rima Khouri

Location: Whitehorse, YT

Rima - new - smallVolunteering with the financial literacy program has been an incredibly rewarding experience. With each session I deliver, it becomes increasingly clear how vital this support is in our communities.

Alison Bepple

Location: Kamloops

Alison - new - smallVolunteering with the Financial Literacy program has been an incredibly rewarding experience. It has helped me build confidence in public speaking while allowing me to promote the CPA profession within my community.

Angela Kaiser

Location: Delta, BC

Angela - new - smallPresenting financial literacy workshops is an incredibly rewarding way to give back to my community. They offer the perfect platform to share my passion and knowledge, helping individuals gain the confidence to take control of their finances and reshape their financial journey.

Christine Woodington

Location: Richmond

Christine - new - smallI started volunteering with the Financial Literacy team in Aug 2021.  I was pregnant and winding down volunteering as Chapter Chair in Vancouver, when I got an email from Tierra about the opportunity to...

Dr. Tamara Krug Ph.D., CPA, CGA

Location: Ladner, BC

Tamara - new - smallFor decades, I have volunteered with the CPA Financial Literacy Program and the CRA Community Volunteer Income Tax Program. My goal has always been to give people the pleasure of discovering...

Han Shu

Location: Langley, BC

Han - new - smallOne of the most rewarding moments as a CPABC Financial Literacy Volunteer comes at the end of each session, when participants approach me clapping and expressing how much they learned and how eager they are to start applying these new concepts right away.

Janeen Sam


Janeen - new - smallI'm grateful to be able to volunteer with the financial literacy program. I feel financial literacy is crucial because it helps people make smarter money decisions, boosts their confidence, and this...

Shelley R. Bevz


Silhouette - smallAs a Knowledge Keeper from Lower Similkameen Indian Band, I love to share my expertise, teach and learn from others by volunteering for CPA Canada's Financial Literacy Program.

Questions?

For further information, contact our Financial Literacy team at finlit@bccpa.ca | 604-484-7006.