Financial Literacy Curriculum Supports for Students Proposal Submission
Thank you for extending the opportunity for the School of Accounting and Finance (SAF) to submit a proposal to partner with Ontario school boards to support financial literacy learning in Ontario classrooms.
As Canada’s top school for accounting and finance education, SAF is uniquely qualified to help equip students with the essential skills and knowledge needed to manage their financial well-being. For more than a decade, we have been supporting financial literacy education and we are passionate about making this information accessible to a younger generation of students.
We’re excited about this opportunity and respectfully request that the Ministry of Education considers partnering with SAF and awarding us $300,000 to develop the proposed program.
The proposal and relevant attachments for this submission can be found below:
- Financial Literacy Curriculum Supports for Students Proposal Submission (PDF)
- Attachment 1: CPA Canada Program Catalogue (PDF)
- Attachment 2: Teacher Activity Guide (PDF)
- Attachment 3: Classroom Activity Guide (PDF)
- Attachment 4: Student Worksheets (PDF)
- Attachment 5: Budget Summary (PDF)
- Attachment 6: In-Kind Contributions (PDF)
- Attachment 7: Confirmation of Canadian Bank Account (PDF)
Websites referenced in the proposal include:
- SAF's Financial Literacy Competition and Financial Literacy in the Classroom resource site.
- SAF's curated list of financial literacy resources and activities.
- The University of Waterloo's Centre for Education in Mathematics and Computing (CEMC).
- The Financial Consumer Agency of Canada (FCAC)'s survey results from a study of “financial well-being".
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DigitalEd's accessibility guidance for the software (Möbius) used for our Financial Literacy Competition.
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The University of Waterloo’s audited financial statements.
Thank you
This confidential proposal was prepared by the School of Accounting and Finance at the University of Waterloo.
For further information on this proposal please contact:
- Proposal Lead: Tracy Hilpert - thilpert@uwaterloo.ca
- Administrative Officer: Tracy Williams - tracy.williams@uwaterloo.ca
- Co-Directors of Financial Literacy in the Classroom: Miguel King - miguel.king@uwaterloo.ca, Robert G. Ducharme - rducharme@uwaterloo.ca