Learn more about the ways wealth can be transferred.
Understand the process of funding a 401K plan, limits, and tax-savings.
Describe the purpose of 529 plans.
Understand what an annuity is and its role in retirement planning.
Becoming A Financial Caregiver
Recognize expectations, procedures, and documents in becoming a caregiver.
Benefits of a Credit Union
Compare the services and products provided by credit unions and banks.
Building Emergency Savings
Gain knowledge, frameworks, and confidence to develop and implement an emergency savings strategy.
Buying a Home
Understand the steps to buying a home.
Describe the steps needed to apply for a car loan.
Certificates Of Deposit (CDs)
Understand the process of funding a CD, limits, and tax-savings.
Understand the purpose of checking accounts compared to other account options.
Assess whether they should rent or buy a home now or in the near future.
Creating A Budget
Identify income streams and expenses.
Describe how credit cards work and their benefits.
Credit Scores And Reports
Better understand the importance of credit, how to monitor their credit, and how to improve and maintain credit.
Build and apply an action plan for paying off and eliminating debt.
Developing A Business Plan
Understanding the importance of a business plan.
Explore the purpose of estate planning and how it may be used to secure your future.
Expectations Of A Financial Caregiver
Understand the emotional, physical, and mental traits needed to be a financial caregiver.
Family Conversations About Money
Discover appropriate conversations about money that can include children, partners, grandparents, and extended family.
Describe the FIRE Lifestyle and how it can lead to financial independence and early retirement.
Health Savings Accounts
Define common terms associated with Health Savings Accounts.
Healthy Financial Habits
Learn more about how you can develop healthy financial habits needed for financial well-being.
How Businesses Obtain Credit
Learn how small businesses build and maintain credit.
How Businesses Use Credit
Explore why and how small businesses use credit
Describe how stolen identity occurs and the financial impact to victims.
Individual Retirement Accounts (IRAs)
Describe the purpose and features of Traditional and Roth IRAs.
Understand the reasons why property investment can be beneficial.
Learn about the fundamentals, benefits, and strategies you can use to practice mindful living.
Mobile And Online Banking
Explain how to use online and mobile banking.
Understand the ongoing costs of an existing mortgage and potential costs of a new mortgage.