Course Categories
New Courses
The latest additions to our catalog, shaped by feedback from clients and participants.
- Money Meets AIFinancial Management
- Decoding Financial NewsFinancial Management
- Money Moves for the Sandwich GenerationFinancial Management
- Money Hacks for Neurodivergent MindsFinancial Management
- The New Grad's Money Starter KitFinancial Management
- Making Decisions About Lump Sum Cash: Bonuses, Refunds, and Other One-Time PaymentsFinancial Management
- Navigating U.S. Taxes and Finances as a New Visa HolderTax Planning
- Tax Planning for Long-Term Visa Holders & Green Card ApplicantsTax Planning
Financial Management
Master the essentials of financial management, from organizing your finances to setting achievable money goals and boosting your financial literacy.
Investing
Unlock the power of investing with a comprehensive introduction to the basics, asset allocation, and strategies for growing your wealth.
Retirement Planning
Master the art of retirement planning with strategies tailored for every stage of your financial journey, from early career to retirement and beyond.
Estate Planning Essentials
Master the fundamentals of estate planning, from creating essential documents to making confident decisions for a secure legacy.
Tax Planning
Master the essentials of tax planning, from understanding federal income taxes to optimizing your financial strategies as a non-citizen working in the U.S.
Stock Plans
Master the complexities of stock awards, ESPPs, and RSUs to leverage these benefits for your financial growth.
Real Estate
Master the essentials of homeownership, explore unique housing options, and dive into real estate investing to achieve your property goals.
Employee Benefits
Master the art of leveraging employer-provided benefits, from optimizing HSAs and FSAs to boosting your financial prosperity.
Kids and College Funding
Master the art of education funding and instill financial skills in your children to secure a prosperous future.
Risk Management
Master the essentials of protecting your assets and income through smart insurance decisions and strategies to combat identity theft.
Community Courses
Tailored financial education for various communities, offering insights and strategies to meet your unique needs and aspirations.
Not sure where to start, or which topics to offer when?
Our free 2027 Financial Wellness Planning Guide maps out a full year of financial education, month by month. Each month is matched to a national awareness month, with suggested courses.
Enter your name and email to download it.
