Financial Literacy 20, 30
Course Configurations
FINL12
Module 12: Credible Financial Advice (Core)
Outcome
Assess how to find credible sources of financial advice.
Indicators
| (a) | Identify various roles in the financial industry such as financial planners, securities dealers and advisors, portfolio managers, insurance brokers, loans officers and accountants. |
| (b) | Investigate how various financial professionals are paid and earn a living. |
| (c) | Research the accreditation required by professionals in the financial industry in Saskatchewan. |
| (d) | Identify financial industry professionals/advisors in one’s community. |
| (e) | Discuss how various cultural communities obtain financial advice. |
| (f) | Discuss ways to find credible financial advice. |
| (g) | Pose questions related to various scenarios that could be answered by a financial professional/advisor. |
| (h) | Research the advantages and disadvantages of obtaining financial advice from sources such as the Internet, friends and family. |
| (i) | Examine the roles of provincial (e.g., Financial Consumer Affairs Authority) and federal (e.g., Canadian Securities Administrators) organizations in protecting investors. |
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R009210
Personal Finance for Canadians(6th ed.)
This book encompasses many topics to assist with organizing finances. Topics include spending less, saving more, building wealth and protecting your wealth. It contains tips, facts and tables to further explain the concepts presented. There are also sections on financial goal setting, understanding investment and insurance choices, and selecting a financial planner. There is a table of contents and an index to help locate specific content.
Media and Formats :
Book
Price :
$19.99
Record posted/updated:
February 8, 2022
R104137
Enriched Academy
This online portal with Canadian content is accessible through a paid subscription. It delivers a series of over 60 sequenced video lessons and more than 150 quizzes and assessments on topics related to financial literacy. It includes an interactive online platform, webinars, calculators and tools for students to use to learn more on topics such as credit, saving for retirement, the stock market, TFSA, RRSP and taxes, money myths and careers.
Links :
Website
Media and Formats :
Website
Price :
Free
Record posted/updated:
February 8, 2022