10 Health Financial Management Habits

Take Charge of Your Financial Fitness!

This 60‑minute session helps participants become more confident and effective money managers by exploring the essentials of financial literacy. Attendees will assess their own financial fitness, learn the Ten Healthy Habits of Financial Management, and understand how goal‑setting and values shape smart financial decisions. The program also highlights common financial challenges, practical strategies for getting your financial house in order, and the social issues tied to money management. Participants leave with useful tools—including budgeting, goal‑setting, and self‑assessment resources—to support healthier financial habits.

Presenter's bio: 

This workshop is facilitated by Chartered Professional Accountants of Canada (CPA Canada). CPA Canada is one of the largest national accounting organizations globally, representing over 220,000 members. It promotes transparency in financial markets, prepares members for a changing business environment, and contributes to standard setting and public policy. It also collaborates with international bodies to strengthen the global accounting profession. For more information, visit www.cpacanada.ca