About Financial Literacy Month
During the month of November, financial services organizations throughout Canada participate in Financial Literacy Month. This site, brought to you by Advocis, The Financial Advisors Association of Canada, was created to help Canadians and their families achieve their financial goals.
This year’s campaign theme, Make Change that Counts: Managing Your Money in a Changing World, considers our increasingly complex and constantly changing financial marketplace and the importance of managing personal finances to find the right balance.
Instagram Live with Amy Pilloud, Austin From and Jessie Mann
In our third and final Instagram Live for Financial Literacy Month 2022, Amy Pilloud, Austin From and Jessie Mann discussed actionable steps they take when helping their own clients make financial decisions, leading to positive financial outcomes.
5 Questions Women Should ask as they go Through Divorce
In our fifth and final contributor article for Financial Literacy Month 2022, Elke Rubach, Principal, Rubach Wealth and Anna-Marie Musson, Managing Partner, Musson Morneau LLP say it’s important for women to get informed and work with a professional to plan for successfully navigating your finances throughout and after divorce.
Financial Literacy Through Digital Literacy
In our fourth contributor article for Financial Literacy Month 2022, Ray Adamson, Founder and President of Adamson Advisory Group says more and more financial advisors are embracing technology in support of educating their prospects and clients, helping them plan and purchase the right products to reach their goals. Adamson adds those who don’t will risk being left behind.
How Advisors can Build their Clients’ Financial Literacy
In our third contributor article for Financial Literacy Month 2022, Emily Reed, CEO & Co-Founder of HeyAdvisor says incorporating financial literacy into your relationship with clients can help strengthen the advisor-client bond, builds trust, and set your clients up for success! Reed shares a few easy things you can do today to build your clients’ financial literacy.
Instagram Live with Robyn K. Thompson & Jessica Keus
In our second Instagram Live for Financial Literacy Month 2022, Robyn K. Thompson and Jessica Keus define what inflation is, discussed managing your money when interest rates rise, and shared how Canadians can ease their emotional stressors during volatile times!
The Value of Financial Literacy when Choosing Life Insurance
In our second contributor article for Financial Literacy Month 2022, Paul Petrelli, President & CEO of Assuris says now more than ever, it is important to ensure that Canadians have access to financial products and services that are tailored to their needs, vulnerabilities, and resource constraints.
Instagram Live with Kristen Fazio, Julie Shipley-Strickland, Curtis Holt-Robinson and Tara Lalehparvar
In our first Instagram Live for Financial Literacy Month 2022, Advocis Members discussed what it means to ‘shift your financial mindset’, shared the number one question asked by students, and provided tips to make confident investment decisions for single females in Canada!
Financial Planning for New Parents
In our first contributor article for Financial Literacy Month 2022, Delta Sciur, BMgt. Finance, Financial Services Group, shares eight steps to financially prepare for your growing family.
Advocis Invites Canadians to Explore the Role of Financial Literacy in Challenging Economic Times for Financial Literacy Month 2022
Advocis has announced its Financial Literacy Month initiatives for 2022, and shared the results of a member poll to better understand the top financial concerns of Canadians.
The NEW Junior Financial Advisor Fin Lit Teen Kit
A fun way for teenagers to create their own financial plan through financial literacy activities, plus a guide for adults to continue the conversation!
The Junior Financial Advisor Fin Lit Kit
A fun way for kids to create their own financial plan through financial literacy activities, plus a guide for adults to help start the conversation!
The jFA Financial Quiz & Obby
Jump into the world of Roblox to test your financial literacy skills!
Financial Literacy on Social Media
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Firmas del miércoles 31 de mayo en la @FLMadrid Caseta 103
- Javier García @JAVIERG5555
- Julio Salvatierra
- Profesor Mercury
- Jesús Garzás @jesusgarzasHR
#feriadellibro #FLM2023 #leer #novela #relatos #ensayo #quelibroleo #LecturaRecomendada #
«¿La cultura ha dejado de ser un instrumento de socialización a ser un instrumento de dominación?» Es una de las preguntas que @JavierGomaL ha hecho a nuestros ponentes @SaninPazC @edugalan. #FLM2023
Elisa Martín Ortega firma 'La belleza en la infancia'. 🖤
#flm #flm2023 #eolasediciones #delabelleza #firmas #caseta347 #madrid
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In his newest column for FORUM Magazine, Mark Halpern shares concepts drawn from his over 31 years of professional practice.
CC: @CAGP_ACPDP, @UinvitedU, @BettyAnneCFP
FORUM Magazine - May 2023
FORUM is the magazine of influence for financial advisors across the country. FORUM has evolved over the years int...
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