2020 Financial Literacy Month

Bridging the Gap Between Money & Life

By: Nico Felipe

In celebration of Financial Literacy Month 2020, Advocis proudly presents a brand new (completely fictitious) designation: The Junior Financial Advisor!

In the third of four videos, our jFAs share what they want to be when they grow up, offer advice on what kids will need money for as they become adults, and suggest where they should invest this money.

Money Basics

(Nov 1-7)

The fundamentals of how to be smarter with your money, including information on savings, accounts, and all things in the world of personal finance.

Planning Basics

(Nov 15-21)

Lay the groundwork for smart financial planning with insights into topics like investments, insurance and retirement planning.

Buying Basics

(Nov 8-14)

A wide variety of information on how to make smarter purchases – both big and small! Learn more about credit, consumer debt, mortgages, and beyond.

Life Event Basics

(Nov 22-27)

Financial literacy hits close to home when major life events are involved. Explore the financial impact of events such as marriage, having children, losing a job, critical illness, and more.

Financial Literacy on Social Media

Want to learn more about life and money? Check out our weekly theme of Life Event Basics on https://t.co/D413Lzyzzp, including a new article from Nico Felipe of @paperandcoin. #FAFA #FLM2020

#Financial Planning Week – Interview with Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada. https://t.co/3kh4TNgnqW #newpost

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About Financial Literacy Month

During the month of November, financial services organizations throughout Canada will be participating in Financial Literacy month. Created by the Financial Consumer Agency of Canada, the goal of this initiative is to share information that will help Canadians achieve their financial goals, including managing debt wisely, saving for the future, and understanding their rights and responsibilities.

Throughout November, Canadian organizations combine to educate and engage the public regarding the need for financial literacy and to promote several different services. The overall theme for the month is “Back to Basics.”

If you’re interested in learning more about financial literacy, check out the latest resources on our website, as well as new resources releasing throughout November 2020.