Topics, what topics are taught in the curriculum, presentations, & online learning?

Thanks for asking! The materials cover 10 main personal finance areas: 1. Financial Psychology; 2. Savings, Expenses, & Budgeting; 3. Account Management; 4. Credit Profile; 5. Loans & Debt; 6. Income; 7. Skill Development & Education; 8. Taxes & Economic Influences; 9. Risk Management & Insurance; 10. Investing & Long-term Planning. Review the full list of topics by clicking here.

What are the standards, is it aligned with standards?

Yes! We’re pleased to say that our materials align with national financial education, state education, and financial coaching standards. Visit here to find out more about the standards.

What ages do the materials fit, what socioeconomic status, what live events does your material serve?

We serve all ages. The materials are broken down into 3 main age groups, and each of those has 3 subgroups: 1. Kids (PK – 2nd grade, 3rd – 5th grade, 6th – 8th grade); 2. Young Adults (High School, College, & Adults under 24); and 3) Adults (Low socioeconomic status, Middle socioeconomic status, High socioeconomic status).

The materials also are set up to address key life events like: moving out on your own, planning for college, retirement planning, debt reduction, and buying a home. That’s just a few examples of the 50+ individual life event workshops we have. There are more than 50 individual life event workshops included that meet a variety of schedules.

Can I custom-brand the educational resources with my logo and brand?

We provide that option. You can view some samples and branding options by clicking here.

How do I customize the education for my audience?

When teaching personal finance, it’s important to customize the lessons you teach to best serve your audience’s needs. Click here to learn how lesson plans can be customized.

With the presentation and curriculum resources, you will customize the lessons in your print-on-demand center. Your custom choices generate a student guide of just the lessons you wish to teach. Visit here to learn how to customize the lessons.

For the online learning center, you can simply assign the specific lessons you want students to complete. Discover how to customize online learning plans by clicking here.

After I reach my limit on the student guide licenses, what is the cost for extra student guides?

All packages come with a minimum of 150 student guide reprint licenses. After you reach your limit, we charge just $1 per participant in your course. Click here to find out about reprinting student guides.