Building sound financial management skills

The RBC Wealth Management Financial Literacy Program

At RBC Wealth Management, we recognize the importance of helping to build financial literacy among our clients and their families. Formal financial education, when combined with sound advice and practical learning, can help set the stage for a lifetime of informed and confident financial decision- making for you and your family.

A practical, comprehensive 20 module learning program

Earnings and Savings
Advanced Planning


If you, or someone you know, could benefit from financial education, please contact us today.

This document has been prepared for use by the RBC Wealth Management member companies, RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., Royal Trust Corporation of Canada and The Royal Trust Company (collectively, the “Companies”) and certain divisions of the Royal Bank of Canada. *Member-Canadian Investor Protection Fund. Each of the Companies and the Royal Bank of Canada are separate corporate entities which are affiliated. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. ©Royal Bank of Canada 2018. All rights reserved.

Supplementary Material

Educational Fact Sheets

Find out more about key financial literacy concepts, and set the stage for learning with these handy quick-reference fact sheets.

Module #1 - Budgeting

Module #2 - Income and Taxation

Module #3 - Banking Services 

Module #4 - Understanding Interest

Module #5 - Credit

Module #6 - Types of Accounts 

Module #7 - The benefits of proper planning

Module #8 - Wealth stage plans

Module #9 - Financial documentation

Taking a Generational Approach: An Age-Specific Tip Sheet

Financial Literacy brochure cover page in page.

This guidebook offers practical tips and ideas for helping kids, teens and young adults build money smarts and develop sound financial management skills.