Explore Financial Literacy Resources
CPA Canada also has helpful publications and tools to help strengthen your financial capability:
- COVID-19 financial literacy resources – Explore curated resources to help manage your finances and provide you with the tools you need during this crisis – and beyond.
- CPA Canada Wellness webinars – Learn from financial experts on current financial hurdles and the impact they have on mental health.
- CPA Canada Small to Medium Business webinars – Gain expertise in financial literacy and entrepreneurship for small business owners.
- Financial Wellness Guide – Use this interactive questionnaire to learn money basics and how they apply to you.
- Just the Facts – Gain the straight facts on multiple financial topics to help you make more informed decisions and provide you with the vocabulary to talk about money. Download and display these series of posters for you and your community.
- Financial Literacy Podcasts: Mastering Money – Listen to our financial educators talk about key issues, trends, and tips as they relate to financial education.
- Blog – Read CPA Canada's expert bloggers share their top tips and personal stories about money and making smart financial decisions.
- Your Money Matters Newsletter – Sign up to receive expert tips from CPAs and others on how to manage money.
- Financial Literacy Publications – Read CPA Canada’s innovative financial literacy publications for in-depth knowledge on improving financial health.
- Money Management Worksheets – Use these worksheets help you with various aspects of managing money.
- Money Management Surveys – View research on key money management, such as household debt management, holiday spending and fraud protection.
- Small and Medium Business: Financial Literacy Resources – Get useful tips and resources to help you better manage your business's finances.
- Other Financial Literacy Resources - Find helpful tools and resources from the federal government and other sources.

How inflation is affecting your finances in 2022
Canada’s inflation rate reached 6.8% as of April 2022, a huge jump compared to the 1.3% and 1.9% recorded in 2021 and 2020 respectively.

Giving the gift of life insurance to charity
When planned carefully, making charitable contributions by gifting life insurance can further reduce the after-tax cost of giving from the base-case scenario.

Building an investment portfolio to match life goals
It’s easy to walk into a bank branch or contact a discount brokerage, open an investment account, deposit money and buy investment products. People buy stocks, mutual funds, GICs and bonds every day in investment accounts, but the question is: what’s your plan?

Crush fraud: How to identify, protect yourself, and report fraud
Did you know that March is Fraud Prevention Month in Canada? This is a time to educate or refresh ourselves on the types of fraud being practiced and how we can protect ourselves.

How does COVID-19 affect your 2021 personal income tax filing?
This year marks yet another pandemic tax season. And just like last year, when you file your personal income taxes for 2021, it will be important to note some changes in how federal COVID-19 benefits affect your taxes.

CryptoRom: The Tinder match you don’t want
There’s one type of romance fraud that’s quickly trending: CryptoRom. And this is one dating profile you definitely want to swipe left for.

RRSP and TFSA: 4 things every Canadian should know about
With the new year comes the start of a new tax season. As you begin to think about your financial goals and your personal income tax filing for the 2020 tax year, it’s important to be aware of how RRSPs and TFSAs can benefit you.

Will capital gains or losses affect your 2021 income tax filing? What you need to know
If you wish to sell capital property and apply the gains or losses to your 2021 tax return, your captial property transcations must be complete by December 31. We explain how this works.

Six financial tips to prepare you for 2022
As the end of 2021 approaches, so is the time for you to review how you can reap all of your potential financial benefits from this past calendar year.

The 5 most important tax slips you need to know about for tax season
The tax season always seems to come up and surprise us. And since many Canadians find doing their taxes stressful, keeping track of what you need to know is all the more important to minimize anxiety in the process.

How emotions can impact our financial decisions
We are living in a volatile world and many of us are experiencing feelings such as anxiety and confusion more frequently than in the past.

Busting 7 common money myths
The Internet is filled with financial “tips” that can be more myth than truth. Whether you encounter them via YouTube, TikTok, Instagram, Reddit, or Facebook, it’s very important to validate financial tips by doing your own research and speaking to a professional, such as a CPA or a financial advisor.

Saving for retirement: Top tips for young people
When was the last time you actively planned for an event that was 40 or even 50 years away? Chances are, you didn’t.

Millennials, Gen X, and Boomers: How your generation can save for retirement
Meeting our needs and goals later in life depends in large part on successfully saving for retirement, but with approximately 70 per cent of Canadians worried they won’t save enough for retirement and one third of Canadians having no retirement savings at all, it’s worth taking a look at strategies that can help us save for the day when we no longer have a work income.

Declaring revenue: Is it a hobby or a business?
Whether you bake cupcakes and sell them to co-workers or go fishing after work and sell what you catch to friends, any profit you make from your passion could be considered business income, subject to income tax in Canada.

Saving strategies for Generation X
Between the Baby Boomer and Millennial generations are the Gen Xers (early 40s to mid-50s), who grew up in interesting times. This is the ‘latch-key’ and the ‘MTV’ generation, often children of working parents.

Conquer your back-to-school spending with these four tips
A new school year comes with new costs – housing, transportation, text books, social activities, etc. It’s not only important to keep track of these expenses but also to ensure that you can pay for them with the money you have.

How you can invest in your child’s education
As your child or children head back to school in this fall, immediate financial needs aren’t the only academic expenses to consider.

5 tips on how to conquer personal debt
If you’re struggling with mounting credit card debt as household expenses climb, you are not alone.

Budgeting: The journey out of debt
British Columbians are being pushed to their financial limits like never before. According to Sands and Associates 8th Annual BC Consumer Debt Study, the COVID-19 pandemic was a major contributing factor for over half of the survey respondents who filed insolvency since March 2020.

The 4 main reasons why you should care about financial ratios
Financial ratios are tools used to compare figures in the financial statements of your business. They provide an objective measure on the performance of your business in the past, present, and future to help you determine growth, pay yourself & your employees, and still make a profit.

How investing while young can lead to big returns
A common excuse many young people have as to why they haven’t begun the process of putting money into investments is that they don’t have enough to start. Somehow, we’ve become conditioned to think “it isn’t worth it” unless we have thousands and thousands of dollars to invest.

How does COVID-19 affect your 2020 personal income tax filing?
The 2020 tax year will be very different for many Canadians who have to file their personal income taxes. That’s because many of the federal government’s emergency benefits in response to COVID-19 are taxable.

The three common types of investments Canadians should know about
For many Canadians, terms such as GICs, mutual funds, and ETFs, can be daunting. What do they even mean, and how can you invest in them?

5 tips to help you prepare your income taxes effectively

What you need to know about home office tax deductions
We explain how to deduct your home office expenses, including how to claim up to $400 using the new Temporary Flat Rate Method.

Planning successfully for retirement: CPA Financial Literacy volunteers share top tips
How much of a challenge would it be for you to save $756,000? How long do you think it would take you?

Demystifying debt: CPA FinLit volunteer helps young people understand how to leverage debt to their advantage
Canadians recently reached a dubious high point – collectively, we have amassed $100 billion in credit card debt.

Small steps have a big impact: Volunteer helps high school students improve financial literacy
As much as parents plan financially for their children’s future and offer tips on how to manage money, the time will come when young people will need to take ownership of their finances.

Helping kids get financially smart for life: Volunteer stokes passion for real-world skills
“I wish I’d known how to start saving for retirement when I was young… I would’ve liked to have known how to draw up and keep to a budget... I would have benefited from an explanation of how to use credit cards properly…”

What stays the same this school year? The importance of investing in RESPs

An overview of credits and benefits for persons with disabilities

Planning during COVID-19
There’s no doubt that the COVID-19 pandemic has presented challenges when it comes to an individual or a business owner’s financial plan. Many people have relied on various government relief programs. It’s more important now than ever before to revisit your plan so that you can make short and long-term adjustments where necessary.

Plan ahead to pay tax on the CERB

Family trusts: Recent changes and continued benefits
The last three years have seen significant changes in tax legislation. Private family businesses have felt the bulk of these changes, and many are still trying to digest the impact within their businesses.

Tips to manage through a volatile market
There’s no doubt this is a worrisome time for investors and that it’s more important than ever to remain calm so that you can make clear and informed decisions about your portfolio.

Time is running out to put money in your RRSP for 2019
Are you satisfied with how much you’ve contributed to your registered retirement savings plan (RRSP) in 2019? If you still want to contribute more, you can – but not for long.

Could you benefit from a readvanceable mortgage? Here’s what you should know
Canadian homeowners often have two critical financial goals: pay off the mortgage and save for retirement. It is conventional practice in Canada to approach these two goals sequentially as most Canadians have a fixed amount of income each month and there is a contractual obligation to make monthly mortgage payments.

RESP 101: What’s the difference between the 3 types of RESPs?

Capital gains 101: How to calculate transactions in foreign currency

Savings strategies for baby boomers

What would I tell my younger self? CPAs share their personal finance tips

6 apps that’ll help keep track of your personal finances

Saving strategies for millennials: The earlier the better

From candy to Bugattis - How to help kids embrace money matters

Plan in advance: Leave a lasting legacy

Assess and address - How to transition your business before retiring

Finding YOUR retirement investing strategy

Six things to remember when filing small business tax returns

Cryptocurrencies: Are they taxable?

Retiring? Evaluate these five investment risks first

Maximize your TFSA savings
Questions?
For further information, contact our Financial Literacy team at finlit@bccpa.ca | 604-484-7006