Personal Financial Education Program

As the financial landscape rapidly evolves and becomes more complex, gaining the knowledge and self-assurance to handle your personal finances effectively helps you avoid financial issues and move toward greater financial wellness.

However, most people never get any professional-grade financial education or guidance. Schools rarely teach money management, few parents have the skills or confidence to teach their children, and many financial advisors only want to serve the wealthy.

New Chance to Get Customized Personal Finance Education Tailored to You

For people who seek to build a solid financial foundation and take a professional-quality program tailored specifically to fit their unique needs, we offer an immersive financial wellness program that customizes the lessons to the learners’ individual situations.

Each participant receives custom lesson plans, assignments, and undergoes structured testing. The support team assigned to you supports your progress and encourages you along the way to completing the coursework.

Course Details

This financial wellness coursework supplements traditional teaching methods with technological advances and virtual learning. Every participant gets an individually tailored course plan that helps the learner progress toward his or her personal finance goals effectively. Participants may receive:

Age Ranges & Time Estimates to Complete

Completing this program takes time and energy, so only make the commitment if you have time available. If you do invest the time, this course can make a valuable difference in your life. It’s self-paced, but we suggest a minimum one hour per week and completing the program in 3-6 months. The program is designed for a wide range of ages and is customized to your needs. Below are typical course lengths based on situation.

Youth Programing

1 – 2 Hours Per Week 3 – 5 Hours Per Week
Youth Programming (ages 13 – 24) 6 – 12 Months 3 – 6 Months

Adult Programing

1 – 2 Hours Per Week 3 – 5 Hours Per Week
Recovery (Handling financial problems) 8 – 12 Months 4 – 6 Months
Foundation (Build short-term security & start long-term planning) 6 – 12 Months 3 – 6 Months
Growth (Focus on long-term planning & execution) 4 – 8 Months 2 – 4 Months

Package Options

Enrollment : $99

$9monthly
  • Course Counselor / Instructor
    Introduction Call
  • Personal Assessments
    Placement Testing
  • Progress Report & Graduation Certificate
    Graduate Certificate
  • Financial Education Training Resources
    Full Access to eLearning Center, Course Manual, & Ongoing Education

Enrollment : $199

$19monthly
  • Course Counselor / Instructor
    2 – 30-minute Calls
  • Personal Assessments
    Placement Testing & Custom Lesson Plans Based on Results
  • Progress Reports & Graduation Certificate
  • Financial Education Training Resources
    Full Access to eLearning Center, Course Manual, & Ongoing Education

Enrollment : $499

$39monthly
  • Course Counselor / Instructor
    4 – 30-minute Calls
  • Personal Assessments
    Placement Testing & Custom Lesson Plans Based on Results
  • Progress Reports & Graduation Certificate
  • Financial Education Training Resources
    Full Access to eLearning Center, Course Manual, & Ongoing Education