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Raising the Bar Financial Literacy in Canada
Presented by:
Doretta Thompson,
Director, Corporate Citizenship
CPA Canada
The CPA Canada Solution to Financial Literacy
• Lunch ’n Learn
• CPAs deliver the
programs
• No cost
• Not selling anything
You bring the
audience and
the venue
Financial literacy sessions delivered by member
volunteers as public service.
Key Areas:
• Adults
• Seniors
• New Canadians
• School (Grades 4-12)
• Post-Secondary Students
• Small & Medium Business
• Entrepreneurs
Community Connect Network
Adults
• Common format – 45 min PowerPoint, 15 min Q&A
• Interactive exercises, self-assessments
• Written and tested by CPAs
• Focus groups
determined most
popular topics
• Saving Strategies
• Ten Healthy Habits of
Financial Management
• How to Teach your Kids
About Money
• Are You a Good
Financial
Role Model for
Your Children?
Adults
• Effective Tax Strategies
• Identity Fraud Protection
• Planning for Your Retirement
• Estate Planning
Adults
• Canadian banking system
• Credit history / credit rating
• Pay statements and
income tax returns
New Canadians
• Budgeting and cash flow
• Defining a financial plan
• Savings vehicles (RRSP,
TFSA & RESP)
New Canadians
Small & Medium Business
• Understanding Financial
Statements
• Advanced Financial
Statements
• Financial Ratios and Why
They Matter to Your
Business
• The Money Side
of Business
• How to Grow Your Business
• What Lenders and Investors
Want
• Why A Healthy Balance Sheet
Matters
• Maximizing Your Business
Small & Medium Business
The Top 5 common mistakes
startups make
• 0 - 3 years
Financial Survival for
Entrepreneurs
• 3 - 5 years
Entrepreneurs
School - Grades 7 & 8
• Budgeting and Expenses
• Earning Income
• Goal Setting
• Savings and
Bank Accounts
School - Grades 10 & 11
• Budgeting and Saving
• Credit cards
Bad vs. Good Debt
• Earning Income
• Goal Setting
• How credit works
• How debt accumulates
• Opportunity cost
• Good debt vs bad
• Taking control of your finances
before they control you
Post-Secondary Program
• In-person channels include:
Workplace
Schools
Libraries
Community agencies
Tax clinics
• Online channels include:
Electronic sessions and webinars
to reach broader audience,
difficult geographies
Our delivery channels
Host Responsibilities
• Venue
• A/V – projector and screen
• Handouts for participants
• Evaluations – 360
• (Optional) treats or light refreshments for
participants
23
• Visit cpacanada.ca/financialliteracy
General information on the
program
Financial literacy sessions
we offer (request a session here)
Latest resources, news and blog
• Request a session
• 3 months lead time
• CPA staff will contact you
How to get started?
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