Originally published by CPA Canada. Republished with permission.


Money: it matters for your peace of mind today, and it matters for your security tomorrow. And with all the noise in today’s financial marketplace, understanding money’s basic language has never seemed so complicated.

But it doesn’t need to be intimidating.


CPA Canada developed the Financial Wellness Guide, an interactive questionnaire that aims to help you understand money basics as they apply to you. The questionnaire is based on insights from the Financial Wellness Study conducted in partnership with the FP Canada Research Foundation and developed with the financial support of FP Foundation, Great-West Life, London Life and Canada Life.


Access the Financial Wellness Guide for straightforward tools and information, based on your financial situation, that will help you with your financial goals. You will be guided through a series of questions about your current financial situation, plans, needs and goals, explaining the most common financial terms in plain language as you go along. The questionnaire will help you:

  • learn key money terms on your own time, in your own space;

  • look at your finances from a holistic point of view;

  • get free, trustworthy advice with no strings attached; and

  • develop a personal game plan.

When you are finished, it will provide you with a free, straightforward report that includes tools and information you can use to plan your next steps.

Go to the Financial Wellness Guide

To find a Certified Financial Planner® professional in your area that will help guide you financially, use our Find Your Planner tool.

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