Québec Financial Education Strategy Documentation

Launched in 2015, the Québec Financial Education Strategy (QFES) is an AMF-led project aimed at mobilizing organizations and specialists involved in financial education and promoting collaboration among them.

To find out the latest news and initiatives from the AMF and the Québec network of financial education specialists, see the Financial education experts section.

On the road to the next QFES Action Plan

The AMF and its partners are currently working on the QFES 2023-2026 Action Plan.

Learn more

2019-2022 QFES

2019-2022 QFES Action Plan (pdf - 3 MB)This link will open in a new windowUpdated on June 10, 2019The Québec Financial Education Strategy (the “Strategy”) is a wide-ranging collaborative

The second QFES action plan, covering the years 2019 to 2022, focuses on helping young people, workers and newcomers acquire new skills and develop greater financial awareness.

These groups were targeted after consulting with the financial education partners in the fall of 2018.

2020-2021 Activity Report (pdf - 1 MB)This link will open in a new windowUpdated on October 28, 2021Le rapport d’activités 2020-2021 fait état de la vigueur et de la transformation de l’offre en éducation financière au Québec dans un contexte sans précédent.

2019-2020 Activity Report (pdf - 1 MB)This link will open in a new windowUpdated on November 17, 2020The 2019-2020 Activity Report highlights the plethora of initiatives carried out in support of the two phases of the most recent QFES action plan: Collaboration among the partners of the Québec network of financial education specialists and Quebeckers’ financial well-being.

2015-2018 QFES

2015-2018 QFES Action Plan (pdf - 891 KB)This link will open in a new windowUpdated on August 17, 2016

The best way to optimally cover the financial skills Quebeckers need to develop is to work in partnership and share resources and expertise.

Three areas of intervention were developed for the 2015-2018 strategy:

  1. Speak – Contribute to a shift in financial culture to encourage Quebeckers to talk more about money, finances and economic issues.
  2. Learn – Offer learning opportunities at all key life events in the most accessible formats and networks.
  3. Act – Encourage Quebeckers to take steps to better manage their finances.

2015-2018 Report (pdf - 109 KB)This link will open in a new windowUpdated on March 20, 2018Québec financial education strategy - 2017 Report

Charter of Essential Skills

Charter of Essential Skills

Charter of Essential Skills (pdf - 129 KB)This link will open in a new windowUpdated on January 12, 2024In 2016, as part of the work related to the Québec Financial Education Strategy, key stakeholders in financial education pooled efforts to establish a common description of the essential financial skills Quebeckers needed to acquire. The resulting document, called the Charter of essential skills for financial well-being, provides an inventory of skills and behaviours conducive to informed personal finance decision making. Associations, organizations and people working in financial education can refer to it when developing training programs or educational tools. The AMF, supported by the Commission des normes, de l’équité, de la santé et de la sécurité du travail, the Office de la protection du consommateur, Retraite Québec and Revenu Québec, updated the document in November 2023.

As part of the QFES, key players in the financial education sector worked together to establish a charter of skills essential to financial well-being.

The charter is an evolving tool providing financial education specialists with an inventory of key financial skills consumers should be proficient in.

Check out our Québec directory of financial education tools

A platform providing consumers with needs-based tools for all aspects of their financial life.

 

Consult the Directory