Personal finance and financial literacy resources

Simple line drawing of a person walking upstairs while carrying a briefcase.

 Our Sage Business Skills resource includes some interactive lessons that will help you understand how data analytics is an increasingly core skill in many aspects of life, including your own finances. See especially, the Data Analytics in Daily Life module, starting with its sections on Personal Finance Data and Monthly Budgeting and Analyzing Long-Term Finances. (See this blog post for more on Sage Business Skills.)


This guide will help you find resources related to personal finance and financial literacy, helping you to understand how to make financial decisions and best manage your money.


Cover image from the video "Personal Finance: When Am I Ever Going to Use This?""Our Films on Demand collection includes such videos as...

Also see the Khan Academy site for additional video courses such as Personal Finance.

Books & ebooks 

The SFU Library has many books on topics related to personal finance. Try using the terms below to search in the library catalogue.

  • Budgets, personal
  • College students -- Canada -- Finance, Personal
  • Consumer Credit
  • Finance, Personal
    • For the broader category of investing, try Investments or related subject headings
  • Finance, Personal -- Canada
  • Portfolio Management
  • etirement planning
  • Tax planning -- Canada -- Popular works

These search terms will find titles such as this recent open e-textbook aimed at undergraduate students: Financial empowerment : personal finance for Indigenous and Non-Indigenous people and this 2019 ebook: Essential personal finance : a practical guide for students.

Journal and magazine articles

  • Business Source Complete
    • Along with scholarly journals and specialized business information, this database also contains magazines on topics such as banking and insurance; for example, Kiplinger's Personal Finance, a popular American personal finance magazine. Try adding additional keywords to these broad searches on Personal finance and Personal budgets.
  • CBCA Complete
  • Factiva
    • Contains articles and newswires from numerous financial sources such as MarketWatch, the Wall Street Journal, and Dow Jones Newswires, making it an excellent resource for news about investments and current market conditions.


General personal finance

Debt, loans, and credit


  • BC Securities Commission: InvestRight
    • InvestRight is an educational website from the BC Securities Commission that aims to provide investors with the tools to research and assess potential investments and protect themselves from unsuitable or fraudulent investments.
  • Globe Investor
    • Includes news and analysis from the popular national newspaper The Globe & Mail. Also includes a section on Personal Finance. If you are asked to pay for access to an article at the G&M site, remember that you also have online access through several SFU Library databases.


Resources for students

Student budgeting tools

Other local guides