Banking

Financial Literacy Participant Handbook: Module 6 – Credit basics (2011)

This is the sixth part of a nine-module workshop designed to train community workers to deliver financial literacy programs. The workshop, which can be presented over one or two days, was developed by the Canadian Centre for Financial Literacy (CCFL).

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Added: 
2013-07-09

Financial Literacy Participant Handbook: Module 4 – Banking and Financial services (2011)

This document is one of the resources for a nine-module workshop designed to train front-line staff in community organizations to deliver financial literacy programs. The workshop was developed by the Canadian Centre for Financial Literacy (CCFL).

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Added: 
2013-06-28

Registered Retirement Savings Plans (RRSPs), simply put [Video 1:16] (2012)

This document is housed on the Sun Life Financial server, under Brighter Life.

This short animated video explains the workings of a Registered Retirement Savings Plan (RRSP), a savings plan that allows individual Canadians to defer paying tax on money to be used for retirement.

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Added: 
2013-05-31

Tips About Low-Cost Bank Accounts (2012)

This brief document, prepared by the federal government’s Financial Consumer Agency of Canada (FCAC), is filled with tips to help people select a low-cost bank account.

The authors begin by explaining the features of a low-cost account, which include the use of a debit card and the absence of charges for deposits. Other features, like the number of debits included in the monthly rate, can vary from one bank to another.

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Added: 
2012-12-14

Opening a Personal Bank Account: Understanding Your Rights (2011)

This brochure offers important information for anyone who wants to open a personal bank account.

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Added: 
2012-05-08

Financial Literacy Glossary Part Two (2010)

In this document, the authors provide definitions for common financial terms, including direct deposit, net personal income, and credit check.

They also include brief explanations of a number of government financial programs, including Canada Education Savings Grant; Tax-Free Savings Account (TFSA); and Canada Learning Bond.

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Added: 
2011-05-24

Financial Literacy Glossary Part One (2010)

The authors of this document have provided brief definitions for a variety of financial terms, including credit, interest and income, and for financial products like an RRSP (Registered Retirement Savings Plan) and an RESP (Registered Education Savings Plan).

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Added: 
2011-05-24

Presentation to the Task Force on Financial Literacy (2010)

This is a presentation made to the Government of Canada’s Task Force on Financial Literacy by Movement for Canadian Literacy (MCL). The authors describe the cost to society of low literacy skills and provide information on literacy levels in Canada’s provinces and territories.

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Added: 
2011-02-01

Investments Worksheets (2009)

This booklet is part of the Newcomers Finances series produced by Ottawa Community Loan Fund (OCLF). It begins with a discussion of the relative risk level of guaranteed investment certificates (GICs); government or corporate bonds; mutual funds; and publicly traded stocks.

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Added: 
2010-04-14

Banking Worksheets (2009)

This booklet is part of the Newcomers Finances series produced by Ottawa Community Loan Fund (OCLF). The worksheets cover a range of banking matters, including opening an account; cashing a government cheque; making deposits and withdrawals; direct deposit; preauthorized debits; Internet and telephone banking; banking fees; and dealing with banking problems. Each section includes step-by-step descriptions of each banking activity.

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Added: 
2010-03-24

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