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.
Planning Your Child’s Future
Planning Your Childs Future introduces parents to ways they can plan for a financially sustainable future. Through an interactive presentation and activities, participants learn about parental benefits, budgeting guidance, and tips on saving for education.
Planning your Child’s Future can be done in two ways: one two-hour presentation using the slide deck only, or two two-hour sessions in which the presentation is interspersed with interactive worksheets. Presenters can use the presenter guides for instructions on how to facilitate the worksheets which participants complete.
Enter name and email address to download the slide deck, worksheets, and presenter guides.
Financial Planning for New Entrepreneurs
Financial Planning for New Entrepreneurs introduces the fundamentals of business structure, funding sources, CPP, EI, and succession planning. The workshop is open to anyone seeking to strengthen their financial and business understanding.
Financial Planning for New Entrepreneurs can be done in two ways: one two-hour presentation using the slide deck only, or two two-hour sessions in which the presentation is interspersed with interactive worksheets. Presenters can use the presenter guides for instructions on how to facilitate the worksheets which participants complete.
Enter name and email address to download the slide deck, worksheets, and presenter guides.
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
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