Session Objective
How to become better money managers.
Learning Outcomes
- how to self-assess their level of financial fitness
- learn the Ten Healthy Habits of Financial Management
- how to obtain helpful resources
Session Outline
- financial literacy: some current facts
- What is financial literacy?
- Why is financial literacy important?
- social problems with financial roots
- getting your financial house in order
- goal-setting
- resources
- Q&A
Learning Materials
- Financial Consumer Agency of Canada Budget Calculator — helps make a budget
- Goal Setting worksheet — helps set SMART goals which are specific, measurable, attainable, realistic, time-framed
- Financial Fitness Self-Assessment worksheet — helps determines how well finances are being managed
- Values Validator worksheet — helps determine what things are most important to help set values-based goals
Photo credit Getty Images
Session Level
Basic
Topics Covered
Saving Strategies
Financial Planning
Managing Finances
Personal Finances
Goal Setting
Who Should Attend
Adults
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