Explore Financial Literacy Resources
CPA Canada also has helpful publications and tools to help strengthen your financial capability:
- Financial Literacy Podcasts: Mastering Money – Listen to our financial educators talk about key issues, trends, and tips as they relate to financial education.
- Financial Literacy Publications – Read CPA Canada’s innovative financial literacy publications for in-depth knowledge on improving financial health.
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Personal Finance
Navigating common-law tax filing: Tips for Canadian couples
By DMCL Chartered Professional Accountants
Feb 6, 2025
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Personal Finance
Travel smart: 10 budget tips from a CPA
By Nelson Soh
Jan 30, 2025
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Personal Finance
2024 tax tips: Navigating proposed capital gains and losses changes
By Bilal Kathrada
Dec 11, 2024
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Why you should teach kids about budgeting when they’re young
By Denise Deveau
Nov 6, 2024
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Personal Finance
The budgeting apps you need to try in 2025
By Nelson Soh
Nov 5, 2024
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Personal Finance
Transform your finances: Create a vision board for financial success
By Nelson Soh
Oct 16, 2024
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Personal Finance
How to maximize your child’s education fund with RESPs
By Shane Schepens
Sep 18, 2024
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Personal Finance
Investing basics: What is risk tolerance?
By Nelson Soh
Aug 1, 2024
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Personal Finance
Investing basics: How to get started
By Nelson Soh
Aug 1, 2024
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How to tackle the tax implications of cryptocurrency
By John Oakey
Apr 29, 2024
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4 CRA-related scams to stay vigilant about this tax season
By Jeff Buckstein
Apr 16, 2024
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RRSPs and TFSAs - Making your money work for you
By Tami Zaranski
Feb 5, 2024
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Personal Finance
Top-ranked budgeting apps for Canadians in 2024
By Vince Kanasoot
Jan 26, 2024
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Personal Finance
Unlocking wealth: Strategies for effective personal income tax planning
By Angela Kaiser
Jan 10, 2024
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Personal Finance
Will capital gains or losses affect your 2023 income tax filing? What you need to know
By Bilal Kathrada
Dec 14, 2023
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Personal Finance
Celebrating a decade of CPA financial literacy education
By CPABC
Nov 30, 2023
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Personal Finance
Five things you can do to optimize your financial health
By Nelson Soh
Nov 10, 2023
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Personal Finance
Assessing the Disability Tax Credit: A guide for individuals with learning disabilities and their ca
By Stefanie Ricchio
Oct 5, 2023
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Personal Finance
The tax consequences of leaving Canada permanently
By Mathieu de Lajartre
Sep 12, 2023
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Personal Finance
Here are the essential things you need to know before retiring
By Marino Greco
Apr 26, 2023
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Personal Finance
Why are young Canadians experiencing online fraud the most?
By Vince Kanasoot
Mar 17, 2023
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Personal Finance
Owning Canadian residential real estate - recent federal and BC developments
By Janice Hutchison and Aurash Yazdgerdian
Mar 14, 2023
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Personal Finance
Are you up to speed on the latest personal income tax changes?
By Denise Deveau
Feb 9, 2023
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Personal Finance
RRSP and TFSA: 4 things every Canadian should know about in 2023
By Jeff Brown
Feb 2, 2023
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Personal Finance
5 tips to help you prepare your income taxes effectively in 2023
By Melanie Schroeder
Feb 1, 2023
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Personal Finance
What you need to know to manage your personal finances
By Vivian Tse
Jan 23, 2023
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Personal Finance
Will capital gains or losses affect your 2022 income tax filing? What you need to know
By Bilal Kathrada
Dec 8, 2022
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Tax-Free First Home Savings Account and other considerations for first-time homebuyers
By Vivian Tse
Nov 4, 2022
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Personal Finance
Teaching money management to kids in a cashless society
By Denise Deveau
Oct 28, 2022
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The 4 main reasons why you should care about financial ratios
By Ron McGregor
Sep 30, 2022
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Personal Finance
Conquer your back to school spending with these four tips
By Nelson Soh
Aug 31, 2022
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Personal Finance
A guide on assessing the Disability Tax Credit
By Stefanie Ricchio
Aug 4, 2022
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Personal Finance
Alter ego and joint spousal trusts: requirements, benefits, and drawbacks
By Bilal Kathrada
Jul 18, 2022
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Personal Finance
How inflation is affecting your finances in 2022
By Andrew Smith
Jun 2, 2022
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Personal Finance
Giving the gift of life insurance to charity
By Farzin Remtulla
May 25, 2022
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Personal Finance
Building an investment portfolio to match life goals
By Kurt Rosentreter
Apr 29, 2022
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Personal Finance
Crush fraud: Identify, protect yourself, and report it
By Vince Kanasoot
Mar 17, 2022
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Personal Finance
How does COVID-19 affect your 2021 personal income tax filing?
By Shane Schepens
Feb 17, 2022
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Personal Finance
CryptoRom: The Tinder match you don’t want
By Vince Kanasoot
Feb 11, 2022
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Personal Finance
RRSP and TFSA: 4 things every Canadian should know about
By Jeff Brown
Jan 27, 2022
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Personal Finance
Six financial tips to prepare you for 2022
By Vivian Tse
Dec 7, 2021
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The 5 most important tax slips you need to know about for tax season
By Aaron Aerts
Dec 2, 2021
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Personal Finance
How emotions can impact our financial decisions
By Chris Wyman
Nov 23, 2021
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Personal Finance
Busting 7 common money myths
By Nelson Soh
Nov 4, 2021
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Personal Finance
Saving for retirement: Top tips for young people
By Leah Giesbrecht
Nov 3, 2021
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Personal Finance
Millennials, Gen X, and Boomers: How your generation can save for retirement
By Bryan Sommer
Nov 2, 2021
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Personal Finance
Declaring revenue: Is it a hobby or a business?
By Lawrence Tam
Sep 22, 2021
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Personal Finance
Saving strategies for Generation X
By Bryan Sommer
Sep 16, 2021
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Personal Finance
5 tips on how to conquer personal debt
By Andrew Smith
Aug 11, 2021
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Personal Finance
Budgeting: The journey out of debt
By Andrew Smith
Jul 8, 2021
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Personal Finance
How investing while young can lead to big returns
By Doug Allan
Mar 17, 2021
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Personal Finance
How does COVID-19 affect your 2020 personal income tax filing?
By Shane Schepens
Mar 1, 2021
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Personal Finance
The three common types of investments Canadians should know about
By Jeff Brown
Feb 8, 2021
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Personal Finance
5 tips to help you prepare your income taxes effectively
By Melanie Schroeder
Jan 28, 2021
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Personal Finance
What you need to know about home office tax deductions
By Dan Roberts and Inderpal Grewal
Jan 20, 2021
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Personal Finance
Planning successfully for retirement: CPA Financial Literacy volunteers share top tips
By Leah Giesbrecht
Nov 23, 2020
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Personal Finance
Demystifying debt: CPA FinLit volunteer helps young people understand how to leverage debt to their
By Leah Giesbrecht
Nov 18, 2020
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Personal Finance
Small steps have a big impact: Volunteer helps high school students improve financial literacy
Nov 5, 2020
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Personal Finance
Helping kids get financially smart for life: Volunteer stokes passion for real-world skills
By Leah Giesbrecht
Nov 2, 2020
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Personal Finance
What stays the same this school year? The importance of investing in RESPs
By Shane Schepens
Sep 30, 2020
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Personal Finance
An overview of credits and benefits for persons with disabilities
By Stefanie Ricchio
Sep 23, 2020
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Personal Finance
Planning during COVID-19
By Bryan Sommer
Aug 10, 2020
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Personal Finance
Plan ahead to pay tax on the CERB
By Shane Schepens
Jul 23, 2020
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Personal Finance
Family trusts: Recent changes and continued benefits
By Bilal Kathrada
Jun 3, 2020
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Personal Finance
Tips to manage through a volatile market
By Bryan Sommer
Apr 5, 2020
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Personal Finance
Time is running out to put money in your RRSP for 2019
By CPABC Taxation Forum
Feb 14, 2020
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Personal Finance
Could you benefit from a readvanceable mortgage? Here’s what you should know
By Bilal Kathrada and Robinson Smith
Feb 3, 2020
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Personal Finance
RESP 101: What’s the difference between the 3 types of RESPs?
By Shane Schepens
Dec 20, 2019
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Personal Finance
Capital gains 101: How to calculate transactions in foreign currency
By Bilal Kathrada
Dec 19, 2019
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Savings strategies for baby boomers
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What would I tell my younger self? CPAs share their personal finance tips
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Plan in advance: Leave a lasting legacy
By Bryan Sommer
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Assess and address - How to transition your business before retiring
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By Bryan Sommer
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Six things to remember when filing small business tax returns
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Personal Finance
Cryptocurrencies: Are they taxable?
By Bilal Kathrada
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Personal Finance
Retiring? Evaluate these five investment risks first
By Bryan Sommer
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