Québec directory of financial education tools: New platform

After conducting a survey in December 2017, the AMF decided to update the Québec directory of financial education tools. Presented on a revamped platform, the directory now offers resources to all consumers based on their current needs. Note that the directory contains a section for newcomers and a section with school programs available in Québec.

Financial education in the workplace: New tools for employers

The AMF recently launched a new web page for employers to offer financial education in the workplace. It contains links to tools from the Québec financial education network.

This web page is an initiative of the Comité Programmes éducatifs (educational programs committee) to support the objectives of the Québec financial education strategy. Employers that are concerned about the financial well-being of their employees will find useful information to help them develop ideas and plan activities.

IOSCO to launch its second World Investor Week to promote investor education

The International Organization of Securities Commissions (IOSCO) is preparing to launch World Investor Week (WIW) from 1 through 7 October 2018, following the success of last year’s event (pdf - 13 MB)This link will open in a new window. The WIW involves a week of activities carried out by participating IOSCO member jurisdictions, among which the AMF.

For more details visit the dedicated campaign website This link will open in a new window.

Québec Financial Education Strategy: Positive results for 2017

A recent survey of the Réseau québécois de l’éducation financière (Québec network of financial education specialists) revealed that, in 2017, over one million Quebeckers were encouraged to take control of their finances through messages, tools and training courses. Consult our summary for 2017 (pdf - 109 KB)This link will open in a new window and the detailed report on the network’s achievements (pdf - 638 KB)This link will open in a new window (in French only). The AMF will assess the impacts of collective educational initiatives in the 4th edition of the AMF Index, the results of which will be available in early spring.

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.

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 (pdf - 16 MB)This link will open in a new window (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.

Québec financial education strategy

Québec financial education strategy (pdf - 891 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).

Download the 2015-2018 Activity Report (pdf - 106 KB)This link will open in a new window

Charter of essential skills for financial well-being (pdf - 998 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 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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