November is Financial Literacy Month

Have questions before signing up as a financial literacy volunteer? Find answers to your questions about CPA Canada’s financial literacy volunteer program here.

What are my responsibilities as a volunteer?

• share your knowledge in a way that is easy to understand • register your session with CPA Canada • coordinate with the host organization • learn about the target audience/host organization/school • check if you need a police check for the school board you are volunteering with • find out about the session requirements • review the session overview • familiarize yourself with the session materials (PPTs, handouts, and so on) • submit completed evaluation forms to us

Is there an orientation package I can refer to?

Yes, when CPAs register to become volunteers, they will receive the financial literacy volunteer orientation package. If you have not received it, please email CPA Canada.

How long is a session?

A session is set to be an hour, including a 15-minute Q&A at the end. School workshops are 45-60 minutes (including a 15-minute Q&A), depending on the grade.

Who can present a session?

Our sessions can only be presented by a CPA, the financial literacy volunteer. The program gives our members the opportunity to give back to their community by teaching financial literacy from an unbiased perspective. Currently all sessions are virtual.

Who is the target audience?

Our general target audience is middle income individuals with a steady income who need help with managing their money. This audience is divided into the following key areas: • adults • seniors • workplace • new Canadians • school (elementary and high school students) • post-secondary students • small and medium businesses • entrepreneurs • low income individuals For specific session details, review the session overviews for each topic to see the objectives and the recommended audience.

How long do I need to prepare a session?

The recommended preparation time, especially if it’s your first time, is at least two hours or until you feel comfortable with the content. Friends and family can be great “practice” audience members.

What is the mission of CPA Canada Financial Literacy?

Our mission is to deliver unbiased, functional and clear financial literacy information to the general public in order to improve the overall state of financial literacy in Canada.

Read the entire set of Financial Literacy FAQs. Register as a Financial Literacy Volunteer.