Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
- Better understand the importance of credit, how to monitor their credit, and how to improve and maintain credit.
- Gain knowledge, frameworks, and confidence to make better-informed credit-related decisions.
- Access or engage with client-driven resources for further assistance.
Marketing Teaser
Your credit score may seem like an ambiguous number, but it provides financial institutions and other companies with a snapshot of how “creditworthy” you are. Learn more about how credit scores may impact your financial life, and get more information on:
- Checking and monitoring your credit
- How to improve your credit score
- Types of institutions and companies that may use your credit score
Post on Twitter
What does it mean to be “creditworthy?” Learn more about how your credit score is determined and how it can impact your financial goals: [INSERT LINK]
Post on Facebook/LinkedIn
Your credit score can have a big impact on your financial life. Understanding how credit scores and reports work can help you achieve financial goals such as buying a home, leasing a car, or paying off debt: [INSERT LINK]
Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Paying For College
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security