Financial Management
Master the essentials of financial management, from organizing your finances to setting achievable money goals and boosting your financial literacy.
Topics Covered
Money Meets AINew
Artificial intelligence is everywhere, and it’s changing how we manage money. From smarter budgeting to personalized insights, AI can help you make money decisions faster and better. This class shows you how to get the most out of AI tools, spot their limitations, and use them strategically so you stay in control and ahead of the curve.
Decoding Financial NewsNew
Financial news can feel like a chaotic mix of buzzwords, tickers, and jargon designed to confuse more than inform. This class breaks down what those scrolling headlines actually mean and how to tell what’s worth paying attention to versus what’s just noise. You’ll get hands-on practice interpreting real news clips so you can finally follow market updates with confidence—no finance degree required.
Money Moves for the Sandwich GenerationNew
Supporting kids and aging parents while building your own future is no easy feat. This class gives you practical strategies to manage multi-generational costs, protect your retirement, and keep your financial life balanced without burning out.
Money Hacks for Neurodivergent MindsNew
Managing money can feel chaotic for anyone, but for those with neurodivergent brains, traditional strategies often don’t work. Whether you’re navigating ADHD, dyslexia, or ASD, this class will give you practical, brain-friendly strategies that work with your unique way of thinking. And it’s not just for people with diagnoses—these tips can help anyone looking to make their financial life a little less overwhelming.
The New Grad's Money Starter KitNew
Graduating was the easy part. Now, your money’s got to grow up, too. This candid, practical class helps new grads navigate the emotional and financial realities of adulting with a paycheck. From decoding your benefits and building a spending plan that won’t drain your joy, to understanding credit, saving smart, and getting started with investing (yes, even if you still feel broke), this session gives you the real-world tools you actually need to build a solid financial foundation.
Making Decisions About Lump Sum Cash: Bonuses, Refunds, and Other One-Time PaymentsNew
When you receive a lump sum of money — such as a bonus, refund, or other one-time payment — deciding what to do with it isn’t always straightforward. This session provides a practical framework for weighing common options, like catching up, saving, paying down debt, giving, or investing, in the context of your broader financial priorities. We’ll also clarify how taxes and withholding affect lump sum payments, so the amount you receive is easier to interpret.
Discovering Your Money Mindset (30 min)
Embark on a journey of self-discovery in Discovering Your Money Mindset. Uncover how diverse influences shape your attitudes and beliefs about finances, profoundly impacting your money decisions and fostering a deeper understanding of your relationship with money.
Gaining Financial Clarity Through Organization
Are you drowning in financial chaos, with important documents scattered in a shoebox? Discover the often-overlooked superpower of financial organization. In this class, you'll discover how to effectively organize your financial data, enabling precise planning, efficient financial management, and a crystal-clear view of your financial landscape.
The Modern Employee's Guide to Financial Literacy
Looking for a comprehensive personal finance 101 experience? Look no further! This is your go-to course for conquering the financial landscape. Dive into setting rock-solid financial goals, crafting and sustaining savvy spending and savings plans, breaking free from debt, elevating your credit score, and initiating your investment journey. Kickstart your financial journey with prowess and chart your path to lasting prosperity!
Financial Goals Unlocked: Your Path to Prosperity
How many times do we set goals that we ultimately don't achieve? Often times, the problem isn't you; it's your goals! Packed with interactive exercises and thought-provoking discussion, this class helps you craft tangible and achievable financial goals that align with your vision for success. Develop step-by-step plans, tailor savings strategies, and unlock methods for fast progress.
Setting SMART Money Goals (30 min)
Tired of setting money goals you can't seem to achieve? It's time to transform your approach to goal setting. Join this lesson to create realistic and achievable money goals that align with your aspirations.
Crafting Practical Budgets and Smart Spending Habits
Participants will acquire the skills to create realistic budgets and make informed spending decisions that align with their financial goals. This class provides practical insights to help you manage your money more effectively.
Creating an Empowering Budget (30 min)
Feeling overwhelmed or scared by the idea of budgeting? This class, Creating an Empowering Budget, is designed just for you. Learn to confidently map, track, and plan for your money inflows and outflows, empowering you to save for what truly matters in your life.
Understanding and Selecting a High-Yield Savings Account (30 min)
Optimize your savings journey with a high-yield savings account! In this concise and insightful class, you'll discover what a high yield savings account (HYSA) is, why it's a financial game-changer, and how to navigate the landscape to find the perfect account for your goals.
Understanding Debt (30 min)
Embark on a transformative journey to conquer debt in this engaging course. Explore the diverse roles debt can play in our lives and gain crystal-clear awareness of your financial obligations, empowering you to make informed decisions with confidence.
Getting Out of Debt and Improving Your Credit Score
Ready to break free from the chains of debt and elevate your credit score? This empowering class equips you with the strategies and tactics to crush debt while building a stronger credit profile. Say goodbye to financial stress and hello to a brighter financial future.
Getting Out of Debt (30 min)
If becoming debt-free is on your goals list, Getting out of Debt is the class for you! Discover highly effective debt repayment methods and craft a personalized plan tailored to your goals.
Coping with Financial Stress (30 min)
Navigating financial pressures can lead to significant stress impacting your well-being. You are not alone on this journey. Take a proactive step towards managing financial stress with this empowering course. Explore techniques to cultivate resilience and coping strategies to build peace of mind.
Handling a Financial Windfall
A financial windfall can be both a blessing and a challenge. This course helps you make the most of unexpected wealth. Explore the emotional impact, set meaningful goals, and take measured steps to secure your financial future. This course provides invaluable insights into managing newfound prosperity with wisdom and confidence.
Money Moves to Manage Inflation
In today's world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but to thrive. Unearth smart saving techniques, craft realistic goals, vanquish debt, boost your income, and fine-tune your investment portfolio for maximum impact. Don't just survive inflation - make your money work for you!
Understanding Your Net Worth (30 min)
Net worth is a powerful financial metric that offers valuable insights into your overall financial health. Join this course to gain a comprehensive understanding of your net worth, enabling you to make informed and strategic financial decisions.
Understanding Financial Institutions (30 min)
Discover the diverse world of financial institutions, including banks, credit unions, insurance companies, investment firms, and payment service providers. Understand their roles in managing and growing your finances, empowering you to make informed decisions when selecting a financial institution that suits your unique needs and goals.
Finding the Right Financial Experts
Your financial journey is unique, and you deserve top-notch professionals to guide you. In this course, you'll learn essential skills to handpick financial professionals who align with your goals. Explore the roles of financial advisors, brokers, lawyers, and more. Plus, discover how to safeguard your investments and steer clear of fraud.
Choosing Financial Professionals (30 min)
The course equips you with the knowledge to identify and understand different types of financial professionals and their unique responsibilities, empowering you to make informed choices when selecting the right advisor for your financial needs.
Smart Spending and Giving Strategies for the Holidays
Embrace the joy of the holiday season with confidence and ease! Participants will discover practical techniques to plan effectively, reduce stress, and amplify holiday enjoyment. Navigate the holidays with grace, making wise financial choices and embracing the spirit of giving.
Drive Smart: Buying vs. Leasing Your Next Car (30 min)
Explore the smart road to car ownership in just 30 minutes! Whether you're gearing up for a new set of wheels or curious about your options, this class will provide you with the knowledge to make the best decision for your wallet and lifestyle. We'll dive into the pros and cons of buying and leasing so you can hit the road with confidence.
Financial Preparedness For Natural Disasters
Natural disasters don't make appointments and, when one hits, being financially ready can make all the difference. In this class, you'll learn how to get ahead of the chaos, from building a financial evacuation kit to securing the right insurance and making sure you have backup cash flow options. With practical steps and clear checklists, you’ll leave feeling more confident about protecting your family, your income, and your future.
Financial Recovery After a Natural Disaster
When disaster strikes, the road to recovery can feel overwhelming. However, knowing your financial options can make all the difference. This class covers everything you need to rebuild with confidence, from navigating government benefits and insurance claims to accessing retirement plan distributions and financial assistance. We’ll also cover tax relief options, avoiding scams, and ensuring you have the cash flow needed to move forward. Whether you're recovering from a fire, flood, hurricane, or other disaster, this class equips you with the knowledge to regain financial stability.
What participants say
“The 30-minute budgeting session was excellent and packed with valuable, practical knowledge… The content was well organized, easy to follow, and immediately useful.”
“I came away with a better understanding of what my net worth is and what to include or not include.”
“This class is very much appreciated by my family right now. We are definitely in the sandwich generation and struggling with caring for our parent's extensive healthcare needs.”
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. Choose the edition for public sector organizations or for private employers.
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