Financial Literacy
Understanding Money Matters is an important part of life. With the right knowledge in place, you can set and achieve all of your goals. Exploring information on our website is a great way to learn things you may not have known before, but if you would like to take your financial literacy education one step further and meet with a member of the CUA team in person, we're here to make that happen. You can meet with a Financial Advisor or book a free Money Matters session for your group, workplace or class.

Program options

  • #Adulting with Junior Achievement NS - This program dedicated to financial literacy and helps youth confidently transition to independent living.  Topics covered include: 1. Debt; 2. Credit; 3. Budgeting, Saving and Investing; 4. Finance, Price vs. Cost and Income Tax; 5. Skills Inventory; 6. Decision Making and Goal Setting.
  • Each One, Teach One - This is a financial literacy workshop series on money management topics for groups as small as five and as large as 20.
  • Habitat for Humanity - Through a partnership with Habitat for Humanity, CUA meets with client families to provide one-on-one counselling related to budgeting, financial planning and financial literacy.
  • Savvy Spending for Students - A financial literacy program aimed at College and University students that includes information on budgeting, student lines of credit, the cost of credit, fraud prevention, emergency funds and preparing for life after graduation.   

Popular topics

One of our most popular for financial literacy sessions is the Each One, Teach One program. These are some of the most commonly requested programs:

  • Why your credit history matters
  • Simple steps to build good credit
  • What to do if you need to get yourself out of financial trouble
  • Tips to manage your debt
  • When it makes sense to get a consolidation loan
  • The difference between consumer proposal and bankruptcy
  • The benefits of using RRSPs and TFSAs
  • How to decide whether to invest in an RRSP, a TFSA or both
  • The different kinds of RRSP and TFSA products (with no sales pitch!)
  • How thieves steal and use your personal information
  • Tips to keep your financial and personal information safe
  • What to do if you're the victim of fraud or identity theft

Introducing #Adulting

Questions and Answers

Do you have questions that aren't here? Let us know!

What can book a Money Matters Financial Literacy Session? Expand/Collapse

Anyone in the Halifax area can book a free session - whether you want a one-on-one with a Financial Advisor or would like to invite a financial expert to speak at a group, your organization or business, we're here to help.

How do I book a session? Expand/Collapse

Contact a member of the CUA team at 902.492.6500 or info@cua.com to request a session or book an appointment.

Can I book a session on a topic that isn't listed above? Expand/Collapse

If there's a topic that you haven't seen listed on our site, we're happy to explore the possibility of creating a presentation specifically for your group. Give us a call at 902.492.6500 to get started.

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Resources

CUA has handouts, videos and infographics available on a wide variety of topics. Visit Money Matters to learn more.