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Financial Literacy

Evaluation Resource Kit

Overview Gathering baseline data Analyzing your data Tracking outcomes

The field of financial literacy for low-income populations is growing rapidly, and there is an increasing demand for reliable evaluation. The CCFL, with the support of the Investment Industry Regulatory Organization of Canada (IIROC), has assembled a Financial Literacy Evaluation Resource Kit that provides evaluation resources and tested tools with information about their administration and use. The purpose of the toolkit is to:

  • enhance your organization’s ability to monitor and improve financial literacy initiatives
  • build a pan-Canadian foundation for sharing learning and outcomes

Intended for managers and practitioners who deliver financial literacy, these tools can be adapted for different program contexts and they can gather:

  • Demographic data
  • Participant satisfaction levels
  • Comparable pre and post data on habits, knowledge, skills, and attitudes related to financial literacy

You can aggregate your demographic and pre-post assessment data into statistical numbers or percentages with the excel file provided and create a presentation dashboard of charts and graphics for reporting findings.




Why Evalution?


Evaluation Tools

Consent and Release Intake Registration Demographics and Pre-assessment Exit and Post-assessment Workshop Evaluation Program Tracking Follow up Survey Personal Financial Literacy Quiz Excel file for inputting data