Ten Healthy Habits of Financial Management (Truro)

April 13, 2017
12:00 - 1:00
Room 43, Cox Building, Agricultural Campus

As part of Financial Health Month, this worshop is offered by the Chartered Professional Accountants of Canada (CPA)

Learning objectives for participants:

  • how to self-assess their level of financial fitness
  • learn the Ten Healthy Habits of Financial Management
  • how to obtain helpful resources

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