Need help making a financial decision or getting your finances in order? The AMF provides a directory of all the financial education tools available in Québec. Use it for financial planning based on your current needs.

Financial education tools available in Québec

Making a budget, saving

Tool Description Designer Clientele

Reviewing Your Personal Finances (pdf - 5 MB)This link will open in a new window

Guide presenting three steps to better financial management.

Autorité des marchés financiers

General public

99 trucs pour économiser sans trop se priver guide (in French only) (pdf - 5 MB)This link will open in a new window

Guide that helps you prepare a balance sheet and budget, and also provides tips on how to improve your financial situation.

Autorité des marchés financiers

General public

Calculation tables

Spreadsheets for easy budget and balance sheet preparation.

Autorité des marchés financiers

General public

Time is money! (in French only) This link will open in a new window

Calculator with a simple demonstration to make you realize the importance of starting to save early in life.

Autorité des marchés financiers

General public

Personal Finance: I'm in Charge This link will open in a new window

A free classroom-based financial education program with 16 tailored modules offered in several regions by Desjardins Group partners.

Desjardins Group partners

16- to 25-year-olds, newcomers to Québec

L'épargne positive (in French only) This link will open in a new window

Youth microsite for financial literacy, including tips for saving or maximizing your assets.

Fonds de solidarité FTQ

18- to 35-year-olds

Consultations budgétaires offertes par les associations de consommateurs (website in French only) This link will open in a new window

Free and confidential Budget planning service offered to individuals and families from all walks of life to help them manage their finances and overcome debt-related problems.

Associations coopératives d'économie familiale (ACEF), Québec consumer associations

General public

Toutbiencalculé.ca (in French only) This link will open in a new window

Portal for consumers looking for useful information, sound advice and practical tools to help manage their personal finances.

Union des consommateurs, Option consommateurs, Coalition des associations de consommateurs du Québec, Centre d’intervention budgétaire et sociale (CIBES) de la Mauricie

General public

ACEF Montérégie-Est (in French only) This link will open in a new window

Website with tips on managing budgets and debt, improving your financial situation, as well as housing and consumer rights.

ACEF Montérégie-Est

General public

Vidéos éducatives sur le budget (in French only) This link will open in a new window

Videos presenting useful concepts to help organize your personal finances.

ACEF Lanaudière

General public

Amour et argent peuvent faire bon ménage (in French only) This link will open in a new window

Documentary directed by Sophie Bissonnette exploring the topic of money and relationships and how couples manage their finances, as well as the financial consequences of a separation.

Relais femmes, Les productions mainslibres

General public

Grilles budgétaires et leurs tutoriels (in French only) This link will open in a new window

Introductory tutorials and guidance on how to use budget tables in a spreadsheet.

ACEF Lanaudière

General public

Jeunes familles et budget (in French only) This link will open in a new window

Publication providing budget-related information to parents with children under the age of 6.

ACEF Montérégie-Est

General public, Montérégie-East

À vos amours, à vos affaires (in French only) This link will open in a new window

Information Guide to help couples manage their finances.

Brochures for sale, on order.

ACEF Lanaudière and ACEF Rive-Sud de Québec

General public

Bien manger à bon compte (in French only) This link will open in a new window

Publication providing food tips, advice and information on such matters as fridge management, food marketing, nutrition facts labels and how to get the most from your money at the grocery store.

Brochures for sale, on order.

ACEF Lanaudière

General public

Éducaloi – Consumers This link will open in a new window

Legal articles on the rules governing consumer matters.

Éducaloi

General public

planifiez.org (in French only) This link will open in a new window

Microsite with practical information and tools pertaining to personal finance.

Institut québécois de planification financière

General public

Calculators – Finance QuébecThis link will open in a new window

Tax Calculators.

Finance Québec

General public

Take your dreams in hand – By taking care of your money This link will open in a new window

Information toolkit on personal finances intended for Nunavik residents. Guide on how to better manage your money.

Option Consommateurs, together with Nunavik partners

Inuit, Nunavik

Managing my loans and credit

Tool Description Designer Clientele

TesAffaires.com – Managing my first credit card This link will open in a new window

Publication providing essential information to new credit card users.

Autorité des marchés financiers

17- to 22-year-olds

TesAffaires.com – Credit Card This link will open in a new window

Calculator to help estimate the time it takes to pay off a credit card balance.

Autorité des marchés financiers

17- to 22-year-olds

How changes in interest rates can impact your mortgage

Calculator that shows how higher interest rates can impact your mortgage.

Autorité des marchés financiers

General public

Personal Finance: I'm in Charge This link will open in a new window

A free classroom-based financial education program with 16 tailored modules offered in several regions by Desjardins Group partners.

Desjardins Group partners

16- to 25-year-olds, newcomers to Québec

Parlons d’argent (in French only) This link will open in a new window

Modular financial education workshops for youth as well as individualized support offered to those learning to properly manage their personal finances.

Centre ressources jeunesse (CRJ) de l’Abitibi-Témiscamingue

16- to 35-year-olds, Abitibi-Témiscamingue

Office de la protection du consommateur This link will open in a new window

Website with useful information on the rights and obligations of merchants and consumers.

Office de la protection du consommateur

General public

Toutbiencalculé.ca (in French only) This link will open in a new window

Portal for consumers looking for useful information, sound advice and practical tools to help manage their personal finances.

Union des consommateurs, Option consommateurs, Coalition des associations de consommateurs du Québec, CIBES Mauricie

General public

Consultations budgétaires offertes par les associations de consommateurs (website in French only) This link will open in a new window

Free and confidential consulting service offered to individuals and families from all walks of life to help them manage their finances and overcome debt-related problems.

Associations coopératives d’économie familiale (ACEF), associations de consommateurs du Québec

General public

ACEF Montérégie-Est (in French only) This link will open in a new window

Website with tips on managing budgets and debt, improving your financial situation, as well as housing and consumer rights.

ACEF Montérégie-Est

General public

Investing

Tool Description Designer Clientele

Publications for the general public – Investment

Publications on investment, including Choosing an Investment Dealer or Representative, Choosing Investments and Reviewing Your Personal Finances.

Autorité des marchés financiers

General public

Investments – Autorité des marchés financiers

Web section with information on most types of investments and savings plans: RESP, RRSP, TFSA, RDSP, VRSP.

Autorité des marchés financiers

General public

Your investor profile

Calculator to help determine your investor profile and the types of investment products that could suit you.

Autorité des marchés financiers

General public

Investment quiz

Quiz with seven questions used to measure Canadians’ general investment knowledge.

Autorité des marchés financiers

General public

Le temps, c’est de l’argent! (in French only) This link will open in a new window

Calculator to help you determine how much you could save for retirement.

Autorité des marchés financiers

General public

Le rendement, c’est important! (in French only) This link will open in a new window

Calculator to help you determine how much you could save based on projected returns.

Autorité des marchés financiers

General public

Les investissements à rendement progressif (in French only) This link will open in a new window

Calculator to help you determine how much you will save with a step-up investment (bond or note with a progressively higher yield).

Autorité des marchés financiers

General public

How long will it take for my investments to recover? This link will open in a new window

Calculator to help you determine how long it will take for your investment to recover its value after a market downturn and identify how long it will take to get back on track to reach your original goal.

Autorité des marchés financiers

General public

How much will you accumulate in your VRSP? This link will open in a new window

Calculator to help you determine how much you can accumulate in your voluntary retirement savings plan (VRSP).

Autorité des marchés financiers

General public

L’impact des frais d’investissement (in French only) This link will open in a new window

Calculator to help you determine how much you can save by comparing different investment fees.

Autorité des marchés financiers

General public

Investir en tenant compte de l’inflation (in French only) This link will open in a new window

Calculator to help you determine amounts accumulated by taking into account inflation.

Autorité des marchés financiers

General public

Montréal Exchange Educational Portal This link will open in a new window

Educational videos to learn about Canadian options and futures trading or to expand your knowledge.

Montréal Exchange

General public

OIC Options Education This link will open in a new window

Educational material of The Options Industry Council (OIC) to help better understand optionsAn option grants the right to buy (call option) or sell (put option) an asset at a fixed price for a specified period.

The asset, called an underlying interest, may be a common share, a commodity, a currency or an index (such as a stock market index). 
.

Montréal Exchange, Options Industry Council (OIC)

General public

TMX Trading Simulator This link will open in a new window

Simulators to trade equities and options and track your portfolio’s performance using real market data.

Montréal Exchange

General public

OptionsPlay This link will open in a new window

Set of tools to help you develop options strategies and profit from investment opportunities.

Montréal Exchange

General public

Options Calculator This link will open in a new window

Calculator to help you determine the theoretical price of options and understand how options work.

Montréal Exchange

General public

Covered Call Calculator This link will open in a new window

Calculator that enables conservative investors to find call option series that can generate their desired levels of current and potential returns.

Montréal Exchange

General public

Investments 101 This link will open in a new window

Publication to learn about the different kinds of investments and how they work.

Canadian Securities Administrators (CSA)

General public

Are They Registered? This link will open in a new window

Practical tools to choose the right person to deal with before investing.

Canadian Securities Administrators (CSA)

General public

Bourstad anytime This link will open in a new window

Stock market simulation application that enables you to create and manage a virtual portfolio in real time.

CIRANO

General public

Investor Resource Centre – IIROC This link will open in a new window

Web section with useful information for investors.

Investment Industry Regulatory Organization of Canada (IIROC)

General public

Investment clubs and stock markets (some English content) This link will open in a new window

Courses offered by ACTIF, a financial education cooperative.

ACTIF

General public

Building Futures Planning Guide – Plan Your Child's Education This link will open in a new window

Guide from the Canadian Foundation for Economic Education (CFEE) to help you plan your education savings.

Canadian Foundation for Economic Education (CFEE)

General public

Passeport MÉDAC (in French only) This link will open in a new window

Financial markets training program divided into four modules (visas) for small investors wanting to become more autonomous in managing their finances.

Mouvement d’éducation et de défense des actionnaires (MÉDAC)

General public

Conférences « Sécur-aînés » sur les placements (in French only) This link will open in a new window

Conferences that enable participants to better understand how financial markets work and to learn about available financial products as well as recourse in the event of problems.

Mouvement d’éducation et de défense des actionnaires (MÉDAC)

50- to 75-year-olds, through retiree associations

Choosing and understanding my insurance

Tool Description Designer Clientele

My first car insurance policy This link will open in a new window

Publication with what you need to know before you buy your first car insurance.

Autorité des marchés financiers

17- to 22-year-olds

Insurance – Autorité des marchés financiers

Web section with useful information on the various kinds of insurance offered in Québec: life insurance, auto insurance, home insurance, travel insurance, group insurance, insurance sold by lenders and merchants, etc.

Autorité des marchés financiers

General public

Insurance sold by lenders and merchants (pdf - 972 KB)This link will open in a new window

Publication to learn about the kinds of insurance sold by lenders and merchants, such as travel insurance offered by travel agencies or life insurance when you apply for financing.

Autorité des marchés financiers

General public

Choosing home insurance (pdf - 837 KB)This link will open in a new window

Publication to help you choose the right home insurance.

Autorité des marchés financiers

General public

Choosing Auto Insurance (pdf - 382 KB)This link will open in a new window

Publication to help you choose the right auto insurance.

Autorité des marchés financiers

General public

Choosing life and health insurance (pdf - 478 KB)This link will open in a new window

Publication to help you choose the right life and health insurance.

Autorité des marchés financiers

General public

Choosing travel insurance (pdf - 412 KB)This link will open in a new window

Publication to help you choose the right travel insurance.

Autorité des marchés financiers

General public

Personal Finance: I'm in Charge This link will open in a new window

A free classroom-based financial education program with 16 tailored modules offered in several regions by Desjardins Group partners.

Desjardins Group partners

16- to 25-year-olds, newcomers to Québec

Infoinsurance This link will open in a new window

Website with information on damage insurance (auto, home and business).

Insurance Bureau of Canada, Groupement des assureurs automobiles

General public

Q&A on flood insurance This link will open in a new window

Information sheet with answers to the questions most asked by flood victims.

Insurance Bureau of Canada

General public

Q&A on heritage properties This link will open in a new window

Information sheet with insurance advice for owners of heritage properties.

Insurance Bureau of Canada

General public, owners of heritage properties

Documents and tools – Insurance Bureau of Canada and Groupement des assureurs automobilesThis link will open in a new window

Publications to help you choose and understand your auto and home insurance.

Insurance Bureau of Canada, Groupement des assureurs automobiles

General public

Auto claims settlement – Groupement des assureurs automobiles This link will open in a new window

Website that summarizes the steps in an auto claims settlement from the time of the accident to repairs.

Groupement des assureurs automobiles

General public

True or false? Test your knowledge of auto insurance This link will open in a new window

Video clips that test consumers’ knowledge of auto insurance.

Groupement des assureurs automobiles

General public

Consumer Information – Canadian Life and Health Insurance Association (CLHIA) This link will open in a new window

CLHIA website.

Canadian Life and Health Insurance Association Inc. (CLHIA)

General public

Éducaloi

Website with information to help Québec citizens better understand the law and their legal rights and obligations. The site posts articles on various kinds of insurance.

Éducaloi

General public

Detecting fraud

Tool Description Designer Clientele

Fraud Prevention – Autorité des marchés financiers

Web section with useful information on various kinds of fraud; includes documents, videos and quizzes.

Autorité des marchés financiers

General public

Red-flagging financial fraud (pdf - 2 MB)This link will open in a new window

5-step guide to reduce the risk of fraud. The guide also presents a series of common fraud tactics.

Autorité des marchés financiers

General public

Quiz: Are you vulnerable to fraud on social media?

Educational quiz to test your vulnerability to financial fraud on Internet and social media.

Autorité des marchés financiers

General public

AMF seniors’ conferences

Conferences on fraud prevention presented to seniors’ groups. For more information, contact the AMF.

Autorité des marchés financiers

General public , seniors

Avoiding Fraud This link will open in a new window

Web page with useful information.

Canadian Securities Administrators (CSA)

General public

BlueHedge Investments This link will open in a new window

Educational website on financial fraud.

Canadian Securities Administrators (CSA)

General public

Your Financial Toolkit: Module 12: Fraud protection This link will open in a new window

Learning module that shows you how to protect yourself from financial fraud.

Financial Consumer Agency of Canada

General public

Counterfeit Prevention (bank notes) This link will open in a new window

Informational Web page. Find out why it is important to check your bank notes and what to do if a note appears suspicious.

Bank of Canada

General public

La maltraitance financière chez les aînés... Faut y voir! (in French only) This link will open in a new window

Publication describing financial abuse of seniors, and how to detect and deal with it.

ACEF Montérégie-Est

General public, seniors

Guide pour la prévention des abus financiers envers les aînés (in French only) This link will open in a new window

Publication that encourages families to prepare for the management of their property and wealth in the event of a loss of independence.

ACEF Rive-Sud de Québec

General public, seniors

Serez-vous le prochain poisson? (in French only) This link will open in a new window

Prevention program to help seniors recognize fraud indicators and learn how to defend themselves effectively as well as to inform them of the main resources available. Contact the AQDR for further details.

Association québécoise de défense des droits des personnes retraitées et préretraitées (AQDR)

General public, seniors

Trousse SOS Abus (in French only) This link will open in a new window

Toolkit for the detection and prevention of abuse of seniors as well as related intervention and training, intended for local seniors’ organizations, caregivers and stakeholders involved with seniors.

Association québécoise de défense des droits des personnes retraitées et préretraitées (AQDR)

General public, seniors

Senior-Aware This link will open in a new window

Awareness program for the public and professionals alike regarding abuse of seniors, fraud and intimidation.

Réseau FADOQ

Seniors

Planning my retirement

Tool Description Designer Clientele

Planning a successful retirement – Autorité des marchés financiers

Web page presenting various tools available to consumers: publications, calculators and useful information.

Autorité des marchés financiers

General public

Retirement Quiz

Retirement quizzes with three levels of difficulty. Have fun testing or perfecting your knowledge!

Autorité des marchés financiers

General public

How much will you accumulate in your VRSP? This link will open in a new window

Calculator to help you determine how much you can accumulate in your voluntary retirement savings plan (VRSP).

Autorité des marchés financiers

General public

Le temps, c’est de l’argent! (in French only) This link will open in a new window

Calculator to help you determine how much you could save for retirement.

Autorité des marchés financiers

General public

Éducation financière et juridique mi-carrière (in French only) This link will open in a new window

Comprehensive learning workshops on personal financial planning issues and how to prepare for them.

Cégep Marie-Victorin

35- to 45-year-olds

Sessions de préparation à la retraite grand public (in French only) This link will open in a new window

Retirement planning workshops to help you make the most of retirement. Several topics are addressed to help you make informed choices.

Cégep Marie-Victorin

50-year-olds and over, Montréal

Guide de la planification financière de la retraite (in French only) This link will open in a new window

Guide to help you plan for retirement.

Question Retraite

General public

Guides et brochures : Parcours vers une retraite qui me ressemble (in French only) This link will open in a new window

Guide with insights on how to prepare for retirement. Brochures for sale, on order.

ACEF Lanaudière

General public

Planning your retirement – Retraite Québec This link will open in a new window

Tools and calculators to help you determine how much you need to save for retirement.

Retraite Québec

General public

Flash Retirement – Self-Service Financial Information on Financial Security in Retirement This link will open in a new window

Directory with over 50 information capsules on financial security in retirement.

Retraite Québec

General public

Fiscalité et revenus de retraite (in French only) This link will open in a new window

Web workshop to help you determine your effective tax rate and choose an investment vehicle for retirement.

Université Laval

General public

Prévenir les pièges financiers de la retraite (in French only) This link will open in a new window

Publication presenting certain risks faced by retirees, and especially how to avoid the pitfalls that could jeopardize their financial security.

Option Consommateurs

General public

Your Financial Toolkit: Module 10: Retirement and pensions This link will open in a new window

Learning module on retirement and pensions. It will help you prepare for retirement.

Financial Consumer Agency of Canada

General public

Your Money Seniors This link will open in a new window

Free financial education seminar for Canadian seniors. Your Money Seniors helps answer seniors’ questions.

Canadian Bankers Association

General public

Toutbiencalculé.ca (in French only) This link will open in a new window

Consumer portal for those looking for useful information, sound advice and practical tools to help them manage their personal finances.

Union des consommateurs, Option consommateurs, Coalition des associations de consommateurs du Québec, CIBES Mauricie

General public

planifiez.org (in French only) This link will open in a new window

Microsite with practical information and tools pertaining to personal finance.

Institut québécois de planification financière

General public

Discussing money with my children

Tool Description Designer Clientele

Tesaffaires.com This link will open in a new window

Website for youth to help them reach their objectives. Whether it’s buying a car, renting their own apartment, paying for their education, managing their finances or applying for a credit card, the website will provide them with useful information to succeed in their projects. The website also includes contests, calculators and a financial glossary.

Autorité des marchés financiers

15- to 25-year-olds

Shopping & Leisure – Éducaloi This link will open in a new window

Website section on the Éducaloi site for youth shopping and leisure issues.

Éducaloi

Parents of teenagers and young adults

Le contrat de cellulaire – YouTube (in French only) This link will open in a new window

Humorous video capsule on how to assess your cell phone needs: kinds of contracts, signing and termination, choice of supplier, etc.

Office de la protection du consommateur

Parents of teenagers and young adults

Jeunes au travail (in French only) This link will open in a new window

Website with useful information and tools for young workers entering the labour market. The site is also intended for persons who interact with young persons, including parents, employers and teachers.

Commission des normes, de l’équité, de la santé et de la sécurité au travail (CNESST)

15- to 25-year-olds, young workers

Faistonbudget.ca (in French only) This link will open in a new window

Website offering various tools to help you better understand the basics of preparing a budget that is realistic and works for you.

Université Laval

18- to 25-year-olds, CEGEP or university students, parents of teenagers and young adults

Consommer sans illusion (in French only) This link will open in a new window

Website for 15- to 25-year-olds with basic information about personal finances. The site provides tools for avoiding the many pitfalls of consumerism.

ACEF Estrie

15- to 25-year-olds

Charly & Max Get Involved! This link will open in a new window

Website with financial education videos for kids.

Desjardins Group

Elementary and secondary school students

Charly & Max – Mobile apps This link will open in a new window

Interactive games to help kids manage their first dollars.

Desjardins Group

Parents of children ages 6 to 11

Money and Youth – A guide to financial literacy This link will open in a new window

Publication designed to help youth better understand their finances; includes a section for parents.

Canadian Foundation for Economic Education (CFEE)

Parents of teenagers and young adults

Entraide bénévole Kouzin Kouzin (in French only) This link will open in a new window

Local community program involving two half-day training sessions on money and the economy. Contact the organization for further information.

Kouzin Kouzin

5- to 16-year-olds

Starting a business

Tool Description Designer Clientele

Assistance program for individuals in business This link will open in a new window

Program or service provided by Revenu Québec to assist individuals in business with their tax obligations.

Revenu Québec

Individuals in business, small and medium-sized businesses (SMBs)

CPA Canada's Financial Literacy program This link will open in a new window

Free workshops facilitated by Canadian volunteer chartered professional accountants (CPAs) and designed to provide clear, unbiased information about financial matters.

Chartered Professional Accountants of Canada (CPA Canada)

Entrepreneurs

Travailleur autonome et petit entrepreneur – Asseoir les bases de mes affaires (in French only) This link will open in a new window

Tip sheets and testimonial videos for self-employed workers and entrepreneurs on how to effectively manage their business and personal finances separately.

ACEF Rive-Sud de Québec

Self-employed workers and entrepreneurs

Travailleur autonome et petit entrepreneur – Asseoir les bases de mes affaires (publication) (in French only) This link will open in a new window

Information sheets for a clear grasp of managing your business. Whether you are starting or already running a business, these sheets provide basic information on how to effectively manage your business.

ACEF Lanaudière

Self-employed workers and entrepreneurs

Newcomers: Understanding the financial system

Tool Description Designer Clientele

L'essentiel des finances personnelles – programme pour nouveaux arrivants au Québec (in French only) (pdf - 16 MB)This link will open in a new window

Collection of modules intended to help newcomers to Québec learn about the financial system and how to manage their personal finances.

Autorité des marchés financiers

Newcomers to Québec

CPA Canada's Financial Literacy program This link will open in a new window

Free workshops facilitated by Canadian volunteer chartered professional accountants (CPAs) and designed to provide clear, unbiased information about financial matters.

CPA Canada

Newcomers to Canada

Info-consommation pour nouveaux arrivants (in French only) This link will open in a new window

Tip sheets with basic information on personal finance, consumer and housing issues.

ACEF Rive-Sud de Québec

Newcomers to Québec

Personal Finance – I'm in Charge This link will open in a new window

A free classroom-based financial education program with 16 tailored modules offered in several regions by Desjardins Group partners.

Desjardins Group partners

16- to 25-year-olds, newcomers to Québec

Personal finance programs (multi-sector)

Tool Description Designer Clientele

Personal finances – Autorité des marchés financiers

Web section on personal finances containing useful information and calculators.

Autorité des marchés financiers

General public

Tesaffaires.com This link will open in a new window

Website for youth to help them reach their objectives. Whether it’s buying a car, renting their own apartment, paying for their education, managing their finances or applying for a credit card, the website will provide them with useful information to succeed in their projects. The website also includes contests, calculators and a financial glossary.

Autorité des marchés financiers

17- to 22-year-olds

Achète-toi une vie (in French only) This link will open in a new window

Guide to help youth learn how to identify their needs and how to use that knowledge to better manage their personal finances and their lives!

Option Consommateurs

14- to 21-year-olds

Personal Finance – I'm in Charge This link will open in a new window

A free classroom-based financial education program with 16 tailored modules offered in several regions by Desjardins Group partners.

Desjardins Group partners

16- to 25-year-olds, newcomers to Québec

Parlons d’argent (in French only) This link will open in a new window

Modular financial education workshops for youth as well as individualized support offered to those learning to manage their personal finances.

Centre ressources jeunesse (CRJ) de l’Abitibi-Témiscamingue

16- to 35-year-olds, Abitibi-Témiscamingue

Éducation financière et juridique mi-carrière (in French only) This link will open in a new window

Comprehensive learning workshops on personal financial planning issues and how to prepare for them.

Cégep Marie-Victorin

35- to 45-year-olds, Montréal

Mes finances personnelles : « Savoir où va mon argent, c’est brillant! » (in French only) This link will open in a new window

Videos to help raise awareness among young adults about the importance of saving and managing their personal finances.

ACEF Rive-Sud de Québec

Young adults

Websérie : Jeu de la conso (in French only) This link will open in a new window

Web series of 10 episodes following the adventures of Taël, a hero seeking to become an informed and responsible consumer.

ACEF Rive-Sud de Québec

Young adults

Ma santé financière j’y tiens (in French only) This link will open in a new window

Training to help you better manage your personal finances and be able to focus on achieving your financial objectives. Fees will apply.

Cégep Marie-Victorin

General public, Montréal

Solution IQPF (in French only) This link will open in a new window

Solution IQPF is an interactive tool that was originally created for financial planners and that may be used by professionals or anyone interested in financial planning.

Institut québécois de planification financière (IQPF)

General public

CPA Canada's Financial Literacy program This link will open in a new window

Free workshops facilitated by Canadian volunteer chartered professional accountants (CPAs) and designed to provide clear, unbiased information about financial matters.

CPA Canada

General public

Gestion de finances personnelles (in French only) This link will open in a new window

Training courses (30 hours) in personal financial management.

Collège de Rosemont

General public, Greater Montréal

ISPFQ.COM (in French only) This link will open in a new window

Website providing useful information on the financial services industry.

Université Laval

General public

La finance personnelle démystifiée (in French only) This link will open in a new window

Workshops on the various areas of financial planning.

Université Laval

General public

Planifiez les moments importants de votre vie (in French only) This link will open in a new window

Application providing practical advice and guidance to help you prepare for key life events, including the birth of your first child, the purchase of a car, retirement, etc.

ACEF du Grand-Portage

General public

Financial literacy programs – Government of Canada This link will open in a new window

Educational materials to help students and adults increase their financial knowledge and skills.

Financial Consumer Agency of Canada

General public

School programs

Tool Description Designer Clientele

Tesaffaires.com This link will open in a new window

Website for youth to help them reach their objectives. A section dedicated to teachers includes calculators, publications, teaching activities and contests.

Autorité des marchés financiers

Teachers of students ages 15 to 25

Tesaffaires.com: Teaching activities that complement the financial education program This link will open in a new window

Presentation of activities produced by government agencies that complement the secondary school financial education program.

Autorité des marchés financiers, Office de la protection du consommateur, Revenu Québec, Commission des normes, de l’équité, de la santé et de la sécurité du travail (CNESST)

Secondary school financial education teachers

FinÉcoLab (in French only) This link will open in a new window

Interactive educational activities to help students understand a large number of economic concepts.

CIRANO

Secondary 5 and CEGEP teachers

BOURSTAD Challenge This link will open in a new window

Annual stock market simulation contest (February to April). The contest has three components: portfolio management, responsible investment and financial performance. Participants build portfolios from a selection of 500 exchange-listed securities; transactions are processed in real time.

CIRANO, Autorité des marchés financiers

Secondary school students (years four and five), CEGEP students, general public

BOURSTAD – Private simulations This link will open in a new window

Bourstad contest application that can be used to organize private investment simulations.

CIRANO

Secondary school and CEGEP teachers

LEARN teaching materials This link will open in a new window (English language version of the recitus.qc.ca website)

Website providing teaching materials to financial education teachers. Each activity includes a student booklet, teacher guide and slide show.

LEARN, non-profit educational organization for the English-speaking community in Québec / (RÉCIT, réseau pour le développement des compétences par l’intégration des technologies)

Secondary school financial education teachers

Teacher Zone – Office de la protection du consommateurThis link will open in a new window

Web section with activities for teachers.

Office de la protection du consommateur

Elementary and secondary school teachers

Zone enseignants – CNESST (in French only) This link will open in a new window

Web section with a number of teaching activities to support secondary school teachers who want to address such concepts as labour standards, occupational health and safety and pay equity.

Commission des normes, de l’équité, de la santé et de la sécurité du travail (CNESST)

Teachers of students ages 15 to 17

Ma contribution.com This link will open in a new window

Teaching materials designed to meet the goals of the financial education program for secondary school students.

Revenu Québec

Secondary cycle two teachers

Éducaloi – Resources for Educators This link will open in a new window

Web section that covers in plain language the legal material from the Éducaloi website related to the financial education program for secondary school students.

Éducaloi

Secondary school financial education teachers

Ready, Set, Invest! (Secondary 5) This link will open in a new window

Scenarios: Students are called on to assume the role of potential investors and discuss good business practices and whether businesses are complying with the law.

Éducaloi

Teachers of students ages 15 to 22

The Rules of the Game! (16- to 21-year-olds) This link will open in a new window

Questionnaire-game: Students are called on to debate, improvise and use their general knowledge to answer questions about legal issues affecting young adults (housing, work, consumerism, etc.).

Éducaloi

Teachers of students ages 16 to 21

CPA Canada's Financial Literacy program This link will open in a new window

Free workshops facilitated by Canadian volunteer chartered professional accountants (CPAs) and designed to provide clear, unbiased information about financial matters.

CPA Canada

Teachers of elementary, secondary and post-secondary level students

JA Québec – educational programs This link will open in a new window

Classroom programs on entrepreneurship, the business world, personal finances and education and career planning.

JA Québec

Teachers of students ages 10 to 18

Charly & Max Get Involved! This link will open in a new window

Interactive games to help kids manage their first dollars.

Desjardins Group

Teachers of students ages 6 to 11

Personal Finance: I'm in Charge This link will open in a new window

A free classroom-based financial education program with 16 tailored modules offered in several regions by Desjardins Group partners.

Desjardins Group partners

Teachers of students ages 16 to 25

Youth financial education – Teachers – Desjardins This link will open in a new window

Web section with educational resources created by Desjardins Group for elementary and secondary school teachers.

Desjardins Group

Elementary and secondary school teachers

Treasure Academy This link will open in a new window

Turnkey personal finance program for teachers. Offered as classroom or extracurricular activities.

Treasure Academy

Teachers of elementary, secondary and CEGEP level students (ages 10 to 20), Estrie, Montréal, Beauce, other regions on request

Your Money Students This link will open in a new window

Free financial education seminar for high school students, delivered in class by bankers who volunteer their time in their communities.

Canadian Bankers Association

Secondary 5 and CEGEP teachers

Dollar $ense! This link will open in a new window

Program with learning activities to raise awareness of financial literacy among elementary students.

Société de gestion du réseau informatique des commissions scolaires (GRICS)

Elementary school teachers

Talk With Our Kids About Money This link will open in a new window

Program whose goal is to focus attention on talking with our kids about money and to encourage parents, guardians and teachers to start or continue such talks with youth. Activities and resources are offered in various topics. Tools include a guide for organizing a money fair at school.

Canadian Foundation for Economic Education (CFEE)

Secondary school and CEGEP teachers

La Dictée P.G.L (in French only) This link will open in a new window

Learning activities to help young people learn financial concepts and test their knowledge.

Fondation Paul Gérin-Lajoie

Secondary cycle two teachers

L’assurance de dommages : un domaine d’avenir – Pros de l’assurance.ca (in French only) This link will open in a new window

Educational kit prepared for secondary cycle two teachers to help students develop their critical thinking about consumerism, become familiar with damage insurance concepts and terms, and learn about career opportunities in damage insurance.

Coalition pour la promotion des professions en assurance de dommages

Secondary cycle two teachers

The City This link will open in a new window

Learning program with the goal of teaching young people financial skills that they can carry with them throughout their lives. Users can choose between on-line or in-class modules.

Financial Consumer Agency of Canada

Secondary cycle two and CEGEP teachers

Money and Youth – A guide to financial literacy This link will open in a new window

Publication designed to help youth better understand their finances; includes a section for parents.

Canadian Foundation for Economic Education (CFEE)

Secondary school teachers

Audience-specific resources for schools – Bank of Canada This link will open in a new window

Web section featuring materials and classroom resources to help students learn about Canadian bank notes.

Bank of Canada

Secondary cycle two teachers