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2019 Financial Literacy Month

Take Charge of Your Finances

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Start with a Budget
(Nov 3-9)
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According to surveys, only around a third of all households live by a strict budget. Budgeters are almost twice as likely to report no financial worries compared with spenders, and they’re less likely to live paycheck to paycheck or struggle with finances.


Financial Literacy on Social Media

There have never been more opportunities to connect with prospects online than there are right now. Kelly Maxwell from @TP_Coach says financial advisors are seeing the benefits of developing their online presence to ultimately generate new leads. https://bit.ly/370qCKh

The fact younger advisors are comfortable with new tech tools has made mentorship easily adaptable, says Barbara Riddell at @Advocis. “This virtual world is something that's a natural progression for them and not something that has taken anything away.”
https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-how-the-pandemic-has-transformed-mentorship-in-the-investment-industry/?utm_source=offsite&utm_medium=Twitter&utm_campaign=GA_content_mkt&utm_id=Globe+Advisor&utm_content=TKS6B543XJA7JPB6UGLBYYYXKY

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Start with a Budget
(Nov 3-9)
Avatar
According to surveys, only around a third of all households live by a strict budget. Budgeters are almost twice as likely to report no financial worries compared with spenders, and they’re less likely to live paycheck to paycheck or struggle with finances.

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 “Take charge of your finances.”

If you’re interested in learning more about financial literacy, check out the resource tools on our website or listen to our latest podcast. Want to put your knowledge to test?  Check out this 30-day challenge and see if you’re ready to take control of your finances. Once you cross the finish line on November 30, write to us and tell us about your experience. This is your chance to have your story featured on our FAFA podcast, website or social media.