Resources
These free financial planning resources are designed for community use and trusted by Foundation volunteers. Whether you're leading a group workshop or having a one-on-one conversation, you’ll find practical tools to guide you.
Download worksheets, use our calculators, and explore benefits navigators to find personalized financial solutions.
Getting Started in Canada: Money Basics
The Getting Started in Canada slide deck introduces newcomers to key financial topics for their first months in Canada. It covers credit and debt, financial institutions in Canada, avoiding scams and how taxes are collected and spent in Canada.
Enter name and email address to download.
Resource Package for One-to-One Sessions
The Resource Package offers session outlines and worksheets for anyone leading an individual financial planning support session. They’ll provide a useful guide to your sessions, but facilitators are welcome to bring in their own content.
Please enter name and email address to download.
Additional Resources
GIS Calculator
Benefits Finder
Low-Income Retirement Guide
Questions? Reach out to foundation@cffp.ca
CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP®, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and QAFP logo are those of FP Canada™. © 2025 Canadian Foundation for Financial Planning™. All rights reserved.