2017 CSA Investor Index: Canadian investors show increasing optimism about their economic future, but significant investor education needs remain

The 2017 CSA Investor Index (pdf - 562 KB)This link will open in a new window is the fifth survey on investment knowledge, investor behaviour, and incidence of investment fraud among Canadians. The CSA’s Investor Index survey is designed to track key benchmarks on investor knowledge, confidence, risk orientation, behaviours, use of information, and investment fraud.

Teaching newcomers about personal finance

The Autorité des marchés financiers (AMF) has issued a guide entitled L'essentiel des finances personnelles – Programme pour nouveaux arrivants au Québec (Personal finance essentials – Program for newcomers to Québec; in French only). The guide is intended to help new immigrants learn about the Québec financial system and personal finance issues. It can also be used in French language classes. If you need a PowerPoint presentation (in French) to introduce the guide, contact us; it is available on request.

2016 AMF Index: Financial awareness improving in Québec

As the AMF Index shows, Quebeckers are adopting healthier financial behaviours. This index, which measures Quebeckers’ financial awareness, stands at 61.2% (2016), up from 58.5% in 2012 and 60.1% in 2014.

A space for sharing and communicating information

This section provides access to the Québec network of financial education organizations and specialists, as well as information about personal finance events and learning tools.

Exchanges with this network support the AMF in fulfilling its mission of education and financial market oversight.

Québec financial education strategy

Québec financial education strategy (pdf - 755 KB)This link will open in a new window

In order to optimize its financial education efforts and resources, the AMF drew inspiration from international leaders and, in 2014, laid the groundwork for a Québec financial education strategy, in collaboration with members of the Comité consultatif en éducation financière (financial education advisory committee).

The 2015-2018 Action Plan was developed based on recommendations by members of the committee and the Réseau québécois de l’éducation financière (Québec network of financial education specialists). It outlines actions in two broad areas of intervention that are considered a priority for 2015-2018: collaboration and financial well-being.

Charte des compétences financières essentielles (Charter of essential skills for financial well-being) (pdf - 849 KB)This link will open in a new window

As part of the Québec Financial Education Strategy, key stakeholders in financial education worked together to establish a charter of essential skills for financial well-being. The charter (in French only) offers specialists in this field an inventory of the essential financial skills that consumers should acquire. This tool is will evolve over time: skills could be added and others removed.

Mandatory financial education course

Following the addition of a mandatory financial education course to the Secondary V program, the AMF partnered with the Commission des normes, de l’équité, de la santé et de la sécurité du travail and the Office de la protection du consommateur to develop various teaching activities.

The proposed material This link will open in a new window, including teacher’s guides and student worksheets, is intended to build on the program’s primary competency: Take a position on a financial issue.

The activities relate to topics such as budgeting, credit, saving, investing and borrowing. These teaching activities have not been submitted to the Ministère de l’Éducation et de l’Enseignement supérieur for approval. Teachers should refer to the material provided by their school board as a first step. 

Financial Education Day

Every year, Financial Education Day brings together more than 90 financial education specialists from financial institutions, regulatory bodies, teaching establishments, and consumer organizations.

The 8th Financial Education Day took place in Montréal on September 29, 2017. The Minister of Education, Recreation and Sports, Sébastien Proulx, attended the event.

For an overview of the day’s activities, see the 2017 program (pdf - 860 KB)This link will open in a new window (in French only).

For more information, contact Mme Anne-Bianca Morissette.


Annual AMF prize for collaboration in financial education

As part of the implementation of the Action Plan under the Québec Financial Education Strategy, the AMF wants to encourage its partners to undertake co-operative and collaborative projects to broaden the scope of their initiatives. The prize will be awarded during Financial Education Day.

End of the insight

E-mail Info on financial education (Available in French only)

Be part of the Québec network of financial education specialists and find out about events, campaigns and educational tools designed to help Quebeckers be aware consumers of financial products and services.

Sign up for E-mail Info

Did you know?

The Education and Good Governance Fund (EGGF) provides financial support for projects in financial education, research and public awareness. The EGGF also provides financial support for students registered in a master’s or doctoral program through an Excellence scholarship program. Find out more!

Contact us

Do have any comments or suggestions? Would you like to post information in our section for financial education experts?  Contact Mme Anne-Bianca Morissette.

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