Financial Literacy Month Events & Resources


This November marks the 10th annual Financial Literacy Month in Canada. Due to the Covid-19 pandemic, 2020 has presented more challenges for many Canadians, and many people are finding themselves struggling financially. At Plan Institute, we have always promoted the importance of future and financial planning, and this month is a great time to take a look at your finances and make a plan for the upcoming year and beyond. Below are several learning opportunities and resources available to take advantage of this month.

Managing money and debt: important things you should know

November 10th from 1:30 p.m. to 2:30 p.m. (EST)

A free webinar from the Financial Consumer Agency of Canada.

Creating Financial Security: Financial Planning in Support of a Relative with a Disability

Tuesday, November 10 at 7pm
For many people thinking about financial planning can be overwhelming. Creating a financial plan not only brings peace of mind now but is a key strategy in managing uncertainty and securing the best possible outcome for your loved one.

Hosted by Partners for Planning.

OECD Financial Resilience Webinar Series

  1. Financial resilience and financial literacy during the COVID-19 crisis – November 5
  2. Financial resilience and financial literacy: challenges and lessons beyond the COVID-19 crisis – December 2

Financial resilience and financial literacy: immediate needs and long-term approaches

These webinars will provide an opportunity for policy makers, researchers, practitioners and other stakeholders to share experiences and discuss how financial literacy and education can support households’ and small businesses’ financial resilience in times of crises and beyond.

Hosted by the Organisation for Economic Co-operation and Development (OECD).

Wills, Trusts, & Estate Planning Webinars

Thursday, November 19, 2020 from 10:30 AM to 11:45 AM PST
Thursday, December 10, 2020 from 7:00 PM to 8:15 PM PST

Becoming well-informed about wills, trusts and estate planning is necessary to secure the financial future of your loved one with a disability. In this workshop you will learn how to arrange your estate, prepare a will, and the various ins and outs of setting up a trust specifically for your relative or loved-one with a disability. Because laws vary from province to province, this workshop may only be relevant to those within British Columbia.

Hosted by Plan Institute.

Consumer debt and financial vulnerability among low- and moderate-income households in Canada

Thursday, November 19, 2020 10:00 AM – 11:00 AM PST

Join Alex Bucik and Vivian Odu from Prosper Canada, in this one-hour webinar where we will present findings from Prosper Canada’s recent research on consumer debt in Canada, Roadblock to Recovery: Consumer debt of low- and moderate-income Canadians in the time of COVID-19 (released November 3, 2020). We’ll explore what debt types are more common in low- or moderate-income households, and some of the drivers of this debt load.

This webinar is intended to equip financial educators and frontline practitioners supporting low-income clients, with recent knowledge on the types of debt Canadians living on low income may be dealing with, and things to know about the pitfalls of different types of debt.

Hosted By Prosper Canada.

It’s your money – Make it count!

Thursday, November 19, 2020 11:00 AM PST

This free webinar is for students and recent graduates interested in learning more about managing their money, and will feature tips on budgeting, savings, investing, fraud prevention and how to avoid debt and build a strong credit history.  The content will also be valuable for parents, teachers and anyone working with youth.

Hosted by the Financial Consumer Agency of Canada and the Canadian Bankers Association.

Tips and tools to understand your finances

For the 10th annual Financial Literacy Month, the Government of Canada has created a page for several financial planning resources and educational opportunities. To learn more click here.


  • Budget planners
  • Financial Literacy Database
  • Calculators and more tools

Credit Canada Covid-19 Financial Resource Centre

The impact of the COVID-19 (coronavirus) pandemic has left many Canadians concerned about not just their health, but also their family, finances, career, and more. We know there’s a lot of misinformation out there, so to help, we’re pulling together valuable financial information from trusted sources and releasing original content, including our COVID-19 & Your Finances: Take Action webinar series, designed to help you during these difficult times.

What Positive Financial Steps Can I Take During the Covid-19 Uncertainty?

Financial planner and Plan Institute helpline advisor, Alison Izat, provides some tips on how to maintain good financial health during these challenging times.

Disability Planning Helpline

Plan Institute has a toll-free helpline that you can call if you have any disability related questions, including the Disability Tax Credit, the Registered Disability Savings Plan, trusts & estate planning, advocacy approaches, government benefit programs, social network building and more. 1-844-311-7526