These workshops were designed to organize our curriculum around a series of topics that are vitally relevant to people at various life stages. Organizing these lessons into workshop format enables a more specific focus around life events that every individual is likely to encounter. This focused approach makes the lessons most appealing to the people who are currently facing or planning for those life events. From moving out and living on one’s own, to buying a car, to preparing for higher education, to career planning, to building great credit, to paying off debt, to investing – these workshops drill down on the most important financial circumstances and decisions individuals will meet across a lifetime. We encourage educators and students to use the workshops to focus personal finance education around the life goals and phases of most relevance to the learners, which will maximize the value and benefit of the instruction.

You have the option to assess your current situation and generate a custom personal finance education plan. Your custom report will help you identify areas important to your financial wellness, action steps to consider and suggest the education lessons that will help you take effective action.

This portion of the course helps you identify and prioritize your financial education and plan so you can effectively work toward your goals. To complete the self-assessment simply answer survey questions on your finances, your custom plan will be generated to guide your education.