Welcome to Your Financial Toolkit

Do you want to get better at managing your money and feel more secure in your financial future? You’ve come to the right place.

Your Financial Toolkit has been designed to help Canadians manage their personal finances. Developed by the Financial Consumer Agency of Canada (FCAC), Investor Education Fund (IEF) and l’Autorité des Marchés financiers (AMF), the Toolkit provides reliable, unbiased and easy-to-use information and tools that people can use to become more capable and confident financial consumers.

Three ways to use Your Financial Toolkit

The Toolkit is flexible and modular. You can complete the entire program page by page, use the left-hand menu to find topics of interest, or try the self-assessment tool to find out what modules and tools could be useful for you based on your situation and needs.

Build your own Financial Toolkit by saving in your computer the proposed downloadable PDFs throughout the program. These are useful resources you can keep and reuse to manage your personal finances.

Material is also available for organizations or trainers who wish to present the information in a workshop setting. Consult the Trainer’s Toolkit section.

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