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Money Matters Program: ABC Life Literacy Canada offers a free financial literacy program for adult learners called Money Matters - it's free, informal, participant-led, and covers four units: budgeting, basic banking, spending, and saving. TD volunteer- tutors from your area can facilitate the sessions, with support from a staff member from your organization. 8 weeks notice is required for volunteer recruitment. The whole process generally takes ten hours: a two-hour training session for new TD volunteer-tutors, and four two-hour workshops with learners that cover the program material. That said, the program is flexible. Some of the organizations run the workshops in two half-day workshops, offer workshops on only one unit or use their own staff. It depends on what you think will work best for your program and your learners. Partners: ABC Life Literacy, TD Bank Wetaskiwin, Maskwacis Cultural College Library. Thank you so much for making this program comes alive in our community. Program, resources and connections provided by ABC Life Literacy: Training guide, learner workbook, and connection with local volunteer instructor Maskwacis Cultural College Library: Learners, space, marketing, lunch, feedback, and project coordination TD Bank, Wetaskiwin, facilitator (Volunteer instructor): Cheryl Friesen grew up in a small town in Central Alberta currently lives in Wetaskiwin, attended Olds College and has a diploma in Agricultural Business. She has worked with TD Bank for 32 years, started as a secretary and worked her way to Branch Manager, during her time at the bank, she has received certification as a Mutual Fund Representative, Financial Planner and Canadian Securities. Cheryl’s passion revolves around people, she likes to help them develop and their skills so they can reach their potential. She has facilitated several “money” classes and is excited to be here today to help you with your finance questions and develop a financial plan. Program in action: 12 students and community members attended Money This program report is prepared by Manisha Khetarpal, September 16, 2016

Money Matter financial literacy 2016 casestudy

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Money Matters

Program: ABC Life Literacy Canada offers a free financial literacy program for adult learners called Money Matters - it's free, informal, participant-led, and covers four units: budgeting, basic banking, spending, and saving. TD volunteer-tutors from your area can facilitate the sessions, with support from a staff member from your organization. 8 weeks notice is required for volunteer recruitment. The whole process generally takes ten hours: a two-hour training session for new TD volunteer-tutors, and four two-hour workshops with learners that cover the program material. That said, the program is flexible. Some of the organizations run the workshops in two half-day workshops, offer workshops on only one unit or use their own staff. It depends on what you think will work best for your program and your learners.

Partners: ABC Life Literacy, TD Bank Wetaskiwin, Maskwacis Cultural College Library. Thank you so much for making this program comes alive in our community.

Program, resources and connections provided by ABC Life Literacy: Training guide, learner workbook, and connection with local volunteer instructor

Maskwacis Cultural College Library: Learners, space, marketing, lunch, feedback, and project coordination

TD Bank, Wetaskiwin, facilitator (Volunteer instructor): Cheryl Friesen grew up in a small town in Central Alberta currently lives in Wetaskiwin, attended Olds College and has a diploma in Agricultural Business. She has worked with TD Bank for 32 years, started as a secretary and worked her way to Branch Manager, during her time at the bank, she has received certification as a Mutual Fund Representative, Financial Planner and Canadian Securities. Cheryl’s passion revolves around people, she likes to help them develop and their skills so they can reach their potential. She has facilitated several “money” classes and is excited to be here today to help you with your finance questions and develop a financial plan.

Program in action: 12 students and community members attended Money Matters lunch n learn program on Friday, September 16, 2016. The participant feedback is as follows:

I had a lot of questions about credit and she covered them all. How to start your own credit and how to keep good credit. Alternate ways to budget with different entertainments.

To pay attention to my basic needs and to start a budget.

Document all your spending. Keeps you on budget.

Photo: Cheryl Friesen from TD Bank Wetaskiwin facilitating Money Matters for student’s workshop

This program report is prepared by Manisha Khetarpal, September 16, 2016