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Raising The Bar

Professional Standardization

Canadians rely on financial advisors to provide appropriate advice and suitable financial products. Consumers should be able to count on standards of professionalism and a high degree of accountability from their advisors. Unfortunately, this isn’t the case.

Sign The Petition

Under Advocis’s proposed professions model, the title “financial advisor” would be tightly regulated, and all titleholders would be required to belong to a recognized professional association. Join thousands across Canada who support higher standards for financial advisors and greater protection for consumers by signing our petition.

Bill 157 FAQs

Answers to your questions about Bill 157, the Financial Advisors Act, 2014.

financial literacy

Financial Literacy Resources

Financial Literacy Programs (Canada)

Financial Consumer Agency of Canada (FCAC): Financial Literacy Educational Programs
Financial literacy programs are hidden under Resources > Educational Programs but once there, you’ll find some real gems, namely, The City (see below).

FCAC: The City
This is a great program that teaches young people relevant, lifelong financial skills. It’s available as a self-paced, web-based curriculum, and is available for students, teachers, and parents. Highly recommended.

FCAC: Financial Basics
This is workshop is a collaborative effort between FCAC & financial author and advocate, Ellen Roseman, and focuses on budgeting, saving, credit, investing, fraud prevention and financial planning.

FCAC: Financial Toolkit
A comprehensive 11-module program that provides unbiased, and easy-to-use information and tools to help manage personal finances and become more capable and confident financial consumers.

FCAC: Make It Count
This is an interactive mentoring program which provides parents and instructors with activities and information to help incorporate financial discussions into daily routines, turning everyday situations into an education opportunity.

FCAC: Make It Count
This is an interactive mentoring program which provides parents and instructors with activities and information to help incorporate financial discussions into daily routines, turning everyday situations into an education opportunity.

Canadian Center for Financial Literacy
Dedicated to supporting financial literacy across Canada, CCFL provides training, support, and evaluation tools to empower people to make more informed decisions about their money. Useful resources.

Your Money
Want to know how to become a millionaire by saving $12/day? The Canadian Bankers Association runs this free, non-commercial, 50-minute financial literacy seminar for senior high school students. Available as an in-class seminar or home-based resource.

Money Matters: Financial Literacy for Adult Learners
The focus of this workshop is numeracy, money management skills, and educational savings opportunities to help Canadians plan their financial present and future.

Financial Literacy Programs (Canada, Con’t)

Investor Education Fund (IEF)
IEF is a non-profit organization founded and supported by the Ontario Securities Commission that provides unbiased and independent financial tools to help you make better money decisions. Content is written by independent subject matter experts, based on research relevant to Canadians.

IEF: Get Smarter About Money
This is the tour de force of online consumer financial education.

IEF: Funny Money
A seminar for high school students, created and curated by comedian James Cunningham, to teach teens about money through humour and modern tech. This review sums it up.

IEF: Inspire Financial Learning
A collection of articles, videos, activities, worksheets, etc. intended for K-12 students.

Financial Literacy Programs (US/Global)

National Endowment for Financial Education (NEFE)
Grounded in the belief that everyone deserves a financial education, NEFE’s mission is to inspire educated financial decision making for individuals and families through every stage of life.

NEFE: Smart About Money
SAM is dedicated to inspiring empowered financial decision making for individuals and families through every stage of life. It’s a free, unbiased resource of articles, resources, calculators and tips to help you manage your money through life’s ups and downs.

EverFi is the leading education tech company focused on teaching, assessing, badging, and certifying students in critical skills, with a dedicated module on financial education.

Bonzai: Financial Literacy in the Classroom
“Teaching the value of a dollar is going to take some change.”
Credit unions offer a free, web-based program that incorporates relevant, real-life scenarios that engages teenagers. Intro video.

Alison: Financial Literacy Course
ALISON is a global enterprise (3 million learners in 200 countries) providing 598 high-quality certified, multimedia courses, free to individual learners anywhere over the web – including a series of Financial Literacy modules covering everything from how to set up your first bank account to planning for your retirement.

Editor's Video Picks

Editor’s Video Picks

Financial Awareness

The Regulation of Financial Advisors

Advocis president and CEO, Greg Pollock, explains the overall impact of Ontario’s Bill 157 (The Financial Advisors Act 2014), on Ontario advisors and their clients.

The Shift in Financial Perspectives

Financial expert and author, Preet Banerjee, uses convincing illustrations to explain why 2.5 billion heartbeats might change the way you think about money.

How We Can Predict the Next Financial Crisis

You might think that the 2007/08 financial crisis was an unpredictable one-time crash. But Didier Sornette and his Financial Crisis Observatory have plotted a set of early warning signs for unstable, growing systems, tracking the moment when any bubble is about to pop. And he’s seeing it happen again, right now.

The Other Convenient Truth

We typically think of climate change as the biggest environmental issue we face today. But Jonathan Foley shows how agriculture and land use are maybe a bigger culprit in the global environment, and could grow even larger as we look to feed over 9 billion people in the future.

Warren Buffet: How To Stay Out Of Debt

Warren Buffett begins this hour-long Q&A by offering candid advice about developing habits and using credit cards.

The One Percent (Documentary)

This 80-minute documentary from heir apparent, Jamie Johnson (Johnson & Johnson) explores how the growing “wealth gap” in America (the one percent) controls nearly half the wealth of the entire United States. Includes interviews with Nicole Buffett, Bill Gates Sr., Adnan Khashoggi, Milton Friedman, Robert Reich, Ralph Nader and other luminaries.

Born Rich (Documentary)

For the first time ever in a feature documentary by Jamie Johnson (Johnson & Johnson), hear the Trumps, Bloombergs and Vanderbilts discuss the one subject everybody knows is taboo—money, and lots of it.” Includes: Georgianna Bloomberg, Stephanie Ercklentz, Cody Franchetti, Christina Floyd, Juliet Hartford, Josiah Hornblower, S.I. Newhouse IV, Ivanka Trump, Luke Weill, Carlo von Zeitschel.

A Financial History of the World (Epsd 1-5)

A Financial History of the World (Epsd 6)

This 5-hour series documents how a new financial revolution is propelling the world’s biggest countries, India and China, from poverty to wealth in the space of a single generation—an economic transformation unprecedented in human history.

World Banker President Warns of Shift in Wealth

Former World Bank president, James Wolfensohn, addresses graduate students at Stanford University in 2010, warning of a coming, “tectonic shift” in wealth from the west to the east.

Financial Literacy

Financial Literacy for the Ages

Jim Kelly, Executive Vice President for Capital One Direct illustrates the relationship between money and knowledge with the confession that he is ¾ of the way through his career and only ½ way into his retirement savings goal. He illustrates the typical inability to save money with the sobering example of running out of money before we die.

9 Things A College Student Should Know (Part 1)

9 Things A College Student Should Know (Part 2)

Yes, this is a US-produced video (University of Oklahoma) but it does a solid job of bringing college students down to earth about financial expectations.

Funny Money

In 2008, CTV News Consumer Alert reported that 97% of teenagers in a Toronto school wanted mandatory financial curriculum. Since there isn’t a mandatory consumer course available in schools to teach things like mortgages, credit cards, car loans, etc, Funny Money was created to helps students make better financial decisions.

How Did We Get Here?

Alexa Von Tobel, the founder and CEO of LearnVest, walks you through the tragic development of how a normal college student ends up contributing to the national statistic where 61% of Americans live paycheck-to-paycheck.

Everything You Need To Know About Finance & Investing In Under An Hour

Acclaimed value investor William Ackman teaches you what it takes to finance and grow a successful business and how to make sound investments that will grant you to a cash-comfy retirement.

Financial Literacy 101

Should financial literacy be taught in schools? The Investor Education Fund‘s Tom Hamza offers valuable insights about bringing money education to the masses.

Rob Carrick Emphasizes Saving Priorities

Rob Carrick prioritizes matching contributions (DCPP; RESP), mortgage debt reduction, and RRSPs vs TFSAs.

An Early Start on Financial Literacy Pays Off

Another US-based initiative takes an inside look at a public K-8 school on the south side of Chicago teaching about money and family economy, with the goal of helping students develop real-world decision-making skills that will guide them later in life. Edutopia is a student learning initiative of The George Lucas Educational Foundation.

Money As Debt
The animation is simple but so is the underlying message.