The “financial literacy outcome evaluation tool” consists of evidence-based financial literacy outcomes and indicators against which organizations can compare their programs
New program targets workplaces in Canada and the U.S.
The two organizations have launched a series of four videos on both their websites that advisors could use to educate their clients
Activities aim to inspire Canadians to take positive planning action toward financial and emotional well-being
The office’s establishment has paid off, as there have been significant increases in use and participation of education and outreach activities
Award-winning program covers basic banking, budgeting, taxation, developing a credit history, loans and fraud prevention
A new OECD survey says Canadians have healthy financial habits but could do better managing debt
They’re short, to-the-point and effective — if you start with a great script
A study released by the FINRA Foundation provides insights on underserved populations
But while investors seek more knowledge from their advisors, investor knowledge has not improved during the past few years