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Funding financial literacy

The Investor Education Fund (IEF) seeks partners to develop financial literacy programs in our communities. We are looking to improve the financial capabilities of targeted groups that have an identifiable need for extra assistance in learning how to manage their financial or investment matters.

We seek out projects and educational initiatives by non-profit, community-based organizations and educational institutions. To be considered, these initiatives must contribute measurably to the development of consumers’ financial and investment know-how. The expected results from each project must be clear and measurable.

Funding Priorities

All funding requests must pass the Fund's Merit Assessment process. Priority is given to proposals that accomplish one or more of the following objectives:

  1. Develop innovative financial education products or resources relevant to the needs of the target population's members and constituents that are also replicable for use by other community groups.
  2. Work with community groups to instruct or distribute educational products or resources related to financial literacy.
  3. Develop the skills, knowledge or abilities of retail investors.
  4. Promote financial and investment literacy programs in schools, for adult learners, or the educational system in general.

All projects must impact financial literacy in Ontario, but projects that are national in scope are also encouraged. Past projects have benefited groups such as students, the elderly, new Canadians, people with learning or physical disabilities, the financially disadvantaged, and other similar groups. The IEF is willing to consider longer-term relationships, including projects that extend longer than 1 year.

Deadline for Applications

The application submission deadline for 2013 is Monday, October 28 at 5:00 p.m.

How to apply for funding

Your application for funding should include a project summary, budget summary and information about you and your organization. Find out how to apply.

Projects we have funded

IEF has funded many different types of projects. Check out a sample of funded projects.