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Personal finance and financial literacy resources

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.


  • Online Training Library 
    • Streaming video courses such as Financial Wellness: Managing Personal Cash, Personal Finance Tips & Tricks, and Managing Your Personal Finances.

Books & ebooks 

The SFU Library has many books on topics related to personal finance. Here are some useful subject headings 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
  • Retirement planning
  • Tax planning -- Canada -- Popular works

Journal and magazine articles

  • Business Source Complete
    • Along with scholarly journals and specialized business information, this database also contains magazines (such as Kiplinger's Personal Finance, a popular American personal finance magazine) that cover topics like banking and insurance. Try searching for subject terms like Personal Finance and Personal Budgets.
  • CBCA Complete
    • Includes newspapers, magazines (such as MoneySense, Canada's most popular personal finance magazine), and trade journals with personal finance information.
      Tip: Try searching for a term like Personal Finance and the database will suggest other terms to add, like personal finance AND retirement.
  • 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

  • Consumer Protection BC: Debt
    • Consumer Protection BC is a not-for-profit organization that seeks to strengthen consumer protection in BC. Their section about debt covers information about consumer rights and responsibilities with respect to their debts, along with tips for dealing with debt collection agencies and getting out of debt.
  • How To Request a Copy of Your Credit Report (Industry Canada)
    • Your credit report is a record of your past loans and repayments. Your credit history and report can help you to make information financial choices. Once you request your credit report, read about understanding your credit report and credit score.
  • Industry Canada's Office of Consumer Affairs
    • The OCA is an office of the Canadian government that promotes the interests and protection of Canadian consumers. Their site includes articles, tips, and resources about all aspects of Canadian consumer life.


  • 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.


Resources for students

  • Government of Canada: Managing Your Money
    • Includes links to Government of Canada services and information concerning budgeting, banking, money transfers, insurance and planning your finances at different life stages.
  • Scholarships Canada
    • Provides a database of scholarships, bursaries, grants and student awards. Requires you to register for a free account.

Student budgeting tools

Other local guides