Learn the basics of budgeting, spending, and saving, and gain the tools to make everyday money decisions with confidence and clarity.

☑ Boosted Investing Knowledge
☑ Future Investing Skills
☑ Improved Saving Habits

✎ Learn The Facts : A 2022 survey found that only 23% of teens say they feel “ve...

Explore how money was created, how it's changed over time, and why understanding its history helps you use it wisely today.

☑ Financial History Knowledge
☑ Increased Economic Awareness
☑ Boosted Financial Habits

✎ Learn The Facts: According to a Pew Research Center study, 41% of Gen Z report u...

Understand why starting early matters and how simple investing habits now can lead to long-term growth and financial independence.

☑ Boosted Financial Responsibility
☑ Increased Financial Confidence
☑ Healthy Saving Habits

✎ Learn The Facts : Studies show that individuals who start investing in...

Learn how to handle money in relationships—whether it’s with friends, family, or peers—by setting boundaries and showing mutual respect.

☑ Financial Lending Boundaries
☑ Healthy Finances In Relationships
☑ Boosted Communication Skills

✎ Learn The Facts: A study shows that 60% of young adults sa...

Discover how generosity goes beyond donations and explore how giving back helps to support your values, build communities, and make the world a better place.

☑ Greater Philanthropic Impact
☑ Boosted Empathy & Impact
☑ Improved Charitable Methods

✎ Pro Tip: If you feel overwhelmed with wanting t...

Learn how to spot suspicious activity, avoid common scams, and take proactive steps to secure your credit card information.

☑ Better Scam Detection
☑ Safer Online Purchases
☑ Reduced Risk Of Theft

✎ Pro Tip: Credit card fraud is the most common form of identity theft.

*The program is intended...

Learn how to read and interpret financial statements to guide smart decisions and track your business’s financial health.

☑ Informed Financial Analysis
☑ Improved Business Insight
☑ Smarter Financial Planning

✎ Learn The Facts: A QuickBooks survey found that 40% of small business owners feel un...

Learn how to predict, track, and manage cash flow to keep your business running smoothly, even during slower seasons.

☑ Smarter Cash Planning
☑ Reduced Financial Risk
☑ Increased Business Stability

✎ Learn The Facts: A CB Insights report shows that 38% of startups fail because they run out of c...

Learn how and why to separate personal and business finances to stay legally compliant and financially organized.

☑ Better Financial Boundaries
☑ Simplified Tax Preparation
☑ Clearer Expense Tracking

✎ Learn The Facts: The IRS recommends maintaining separate business accounts to reduce audit ri...

Learn the core principles of bookkeeping to help you maintain accurate records, track expenses, and reduce costly errors.

☑ Improved Financial Accuracy
☑ Stronger Record Keeping
☑ Increased Audit Preparedness

✎ Learn The Facts: According to Intuit, only 27% of small business owners use bookkeep...

Empower your financial journey with tools designed to address the unique challenges women face.

☑ Understand Financial Barriers
☑ Practical Saving Strategies
☑ Boosted Financial Confidence

✎ Learn The Facts: Studies show women are more likely to live longer yet earn less, making proactive fina...

Understand the basics of identity theft, how personal information is stolen, and the risks it poses to your financial and digital security.

☑ Increased Fraud Awareness
☑ Stronger Data Protection Habits
☑ Financial Risk Prevention

✎ Learn The Facts: Research shows that children are increasingly ...

Gain guidance on what to do if your financial information has been compromised, from reporting to recovery.

☑ Faster Fraud Recovery
☑ Boosted Fraud Response Plan
☑ Reduced Financial Damage

✎ Pro Tip: Victims who report fraud within 48 hours are significantly more likely to recover stolen funds ...

Feel more confident filing your taxes by learning about various tax platforms and methods.

☑ Tax Filing Methods
☑ Increased Financial Confidence
☑ Tax Platform Awareness

✎ Learn The Facts: There are various platforms that can assist with your tax planning needs. For example, over the phone the...

Gain an understanding of various types of income, and whether or not they are taxable.

☑ Boosted Financial Planning
☑ Accurate Tax Filing
☑ Improved Tax Savings

✎ Fun Fact: Taxes on gifts are typically the responsibility of the giver, not the recipient. If someone gives a financial gift that is...

Learn about a variety of tax filing statuses and which ones can help meet your unique needs.

☑ Filing Status Options
☑ Tax System Understanding
☑ Improved Tax Outcome

✎ Fun Fact: The IRS considers your marital status as of the last day of the tax year. This means if you get married on December ...

Gain an understanding of what tax withholdings are in order to prepare for tax season.

☑ Informed Financial Decisions
☑ Corrected Tax Withholding
☑ Improved Tax Calculations

✎ Learn The Facts: Going through life changes such as marriage, parenthood, or becoming a homeowner can have an impact on...

Gain awareness of key dates and deadlines when making your tax payments.

☑ Key Deadline Awareness
☑ Tax System Awareness
☑ Minimized Tax Penalty

✎ Fun Fact: Filing your taxes early, before the April 15th deadline, can help to prevent identity theft. If someone tries to file a return in your nam...

Learn about the various types of tax forms and which ones will suit your needs.

☑ Tax Form Awareness
☑ Tax System Understanding
☑ Tax Season Support

✎ Learn The Facts: There are around 15-20 common tax forms for individuals. However, the exact number can depend on each individual's unique finan...

Learn about tax deductions to reduce your taxable income and maximize your financial resources.

☑ Effective Tax Management
☑ Tax Law Understanding
☑ Increased Savings

✎ Learn The Facts: There are many types of tax deductions that meet certain circumstances, some of these include gambling losses...

Gain knowledge on how to file taxes when you are self-employed.

☑ Financial Stability
☑ Improved Tax Planning
☑ Accurate Tax Calculations

✎ Learn The Facts: There are a variety of deductions that can apply to some self employed individuals depending on your work location and needs. These can in...

Learn the benefits of saving receipts and financial records to improve your tax records.

☑ Improved Financial Organization
☑ Boosted Tax Deduction
☑ Increased Savings

✎ Learn The Facts: While it is important to save receipts for 3-7 years to have an accurate financial record, when dealing with ...

Learn about types of tax deductions and how they can impact your tax returns.

☑ Tax Deduction Fundamentals
☑ Improved Tax Filing
☑ Tax System Awareness

✎ Learn The Facts: Some common situations in which itemizing can be more beneficial include: if you have experienced both significant gambling ...