Building Reputation and Profile: CPA Canada s Financial Literacy Program Presented by Chartered Professional Accountants of Canada (CPA Canada) 1
Corporate Citizenship 2
The CPA Canada Solution to Financial Literacy Problem: Canadians need help managing money Solution: CPAs uniquely positioned to help Objective financial education through member network 3
Five Core Elements Community Connect Network Research Publications Website Partners & Sponsors 4
Publications Canadian Best seller EIFLE Winner EIFLE Winner 5
Publications EIFLE Winner #1 on the Globe & Mail bestseller list #1 on Amazon Ran out after 6 weeks 6
Community Connect Network 11k members deliver financial literacy education Eight Key Areas: Adults Seniors Workplace New Canadians School Post-Secondary Small & Medium Businesses Entrepreneurs 7
Program Overview 8
Session Format Common format 45 min PowerPoint 15 min Q&A Available in English & French Interactive exercises, self-assessments Written and tested by CPAs 9
Session Presentations SLIDE NOTES 10
Adults Saving Strategies * Ten Healthy Habits of * Financial Management How to Teach your Kids * About Money Are You a Good Financial Role Model? * Denotes Workplace 11
Adults Effective Tax Strategies * Identity Fraud Protection * Planning for Your Retirement * Estate Planning * Denotes Workplace 12
Adults 13
New Canadians 14
Seniors 15
School 16
School 17
School Grades 4 & 5 Grades 7 & 8 Grades 10 & 11 18
Post-Secondary students 19
Small & Medium Business 20
Small & Medium Business 21
Entrepreneurs 22
Additional Resources Examples Facilitator's Guide Outreach letter Session Flyer 23
Financial Literacy Volunteer Resource Centre cpacanada.ca/financialliteracyvolunteer Access to volunteer information and session materials. Information on CPA Canada Financial Literacy Register to become a Financial Literacy volunteer Session materials FAQs Newsletter volunteer opportunities Financial Literacy Blog 24
How to download session materials 1. Click Financial Literacy Volunteer Session Materials 25
How to download session materials The site will automatically ask you to log in. 26
How to download session materials 2. Choose your audience 27
How to download session materials 3. Choose your session from the list 28
How to download session materials 4. Click Download session package. 29
CPA Canada role Existing network of thousands of volunteer CPAs Turnkey sessions and resources Ongoing content development & updating Support/help desk 30
CPA Canada role Training for volunteers Help with outreach Catalogue and marketing materials Volunteer Advisory Committee Advocacy 31
Your Role 1 Register as volunteer and for My Account 2 3 4 5 6 7 Explore network for opportunities Look for opportunities from CPA Download overview and session materials Practice Have fun presenting Submit evaluations 32
Finding Speaking opportunities Local schools Community Centers Libraries Workplaces Service clubs What other places do you have in mind? 33
Signing up for Session in Newsletter 34
Volunteer Roles Be a presenter Technical Reviewers Pilot new programs Area Leaders Writers Blog & newsletter 35
Participants say I m 65 and no one has ever given me this important information before. God Bless CPA Canada! 36
What s next? New sessions for: Syrian refugees People with Disabilities People in financial crisis Online self-study programs Financial Literacy Conference Volunteer Awards 37
What s next? New Publications: Millennials Guide to Money 911: Survivor s Guide Cost of being a Parent Major research study on financial wellness vs physical/mental wellness 38
What s next as a volunteer? 39
Thank You! For volunteering. For your commitment. Connect with us financialliteracy@cpacanada.ca Check out cpacanada.ca/financialliteracyvolunteer 40