Canadian Financial Literacy Database Canadian Financial Literacy Database

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BEGINNING THE CONVERSATION…15 Case Studies on Financial Literacy

A financial education tool for anyone interested in facilitating discussions and beginning conversations on financial topics of concern to women over 45 in a variety of personal and family situations. Developed by women for women, a facilitator manual and 15 case studies are available in a print-ready PDF for use by community groups, professional educators or anyone promoting financial literacy. The first 5 cases concern life events; cases 6 to 11 highlight specific topics in personal finance; and cases 11 to 15 relate to issues in later life. The case studies are designed to be used in small groups of 5 to 8 where participants have the opportunity to talk about issues that concern them.

Resource DetailsAdditional Resource DetailsContact

Topics: Budgeting and money management, Credit and debt management, Financial planning, Fraud, General, Insurance, Mortgages and loans, Retirement and pensions, Rights and responsibilities, Saving and investing

Language(s): English
French

Fee: Free

Type: Book / workbook / worksheet / glossary
Trainer's guide

Format: Online
Print / PDF

Target audience: Educators
General public
Seniors
Women

Knowledge level: Introductory

Related events:

Life event: Planning for and living in retirement

Resources specific to Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon

University Women's Club of Montreal Inc.


Contact:
Financial Literacy Chair
514 934 1362

Volunteers accepted: Yes

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