Learn the foundations of blockchain and its influence in the digital market.

☑ Boosted Blockchain Awareness
☑ Increased Data Security
☑ Improved Financial Mindset

✎ Learn The Facts: Blockchain prevents fraud and data tampering because data can't be altered without the permission of a quorum of ...

Learn about types of cryptocurrencies and what makes them valuable and unique.

☑ Cryptocurrency Awareness
☑ New Exchange Mediums
☑ Peer-To-Peer Systems

✎ Learn The Facts: Cryptocurrency gives individuals more financial autonomy. For example, in countries or areas where making a bank account is ...

Discover the essential concepts of NFTs and their role in Web3 technology.

☑ Digital Assest Awareness
☑ Enhanced Web3 Understanding
☑ Informed Decision Making

✎ Learn The Facts: Some NFTs can generate passive income through royalties, where creators earn a percentage from each resale.

*The pr...

Explore how AI is becoming a common financial assistance tool.

☑ AI Platform Awareness
☑ Increased Financial Accessibility
☑ AI Financial Guidance

✎ Learn The Facts: AI can make financial decisions based on predefined criteria. This can help to eliminate losses and risk from the human perspecti...

Gain awareness on the impacts and influence that cryptocurrency has on the global market.

☑ Promoted Financial Inclusion
☑ Emerging Financial Markets
☑ Cryptocurrency Opportunities & Risks

✎ Fun Fact: It is estimated that over 10,000 types of cryptocurrencies exist today.

*The program is inten...

Learn about investment and asset locations, and how they can help you on your financial journey.

☑ Growing Investments
☑ Boosted Tax Advantages
☑ Improved Retirement Savings

✎ Learn The Facts: Custodial accounts allow adults to invest on behalf of minors, providing a way to start teaching child...

Gain expert insight on the most common investment myths and misconceptions.

☑ Diversified Investment Portfolio
☑ Increased Savings
☑ Risk Reduction Strategies

✎ Learn The Facts: Another investment myth is that it is safe to leave your investments alone. Even when participating in long term inve...

Understand various types of investment income to help you choose which are a good fit for you.

☑ Investment Income Awareness
☑ Boosted Tax Efficiency
☑ Dividend & Interest Payment Awareness

✎ Pro Tip: If you invest in projects through crowdfunding, any profit or you earn have the potential to b...

Learn the difference between capital gains and losses, and how they impact your investment portfolio.

☑ Improved Investment Strategies
☑ Asset Management Skills
☑ Boosted Financial Planning

✎ Learn The Facts: Capital assets include property such as your home or car, along with stocks, bonds, an...

Boost your investment portfolio by investing in diverse assets.

☑ Boosted Investment Portfolio
☑ Improved Investment Understanding
☑ New Financial Goals

✎ Learn The Facts: Many investment companies will help to show clients some potential options for them by creating model portfolios that are c...

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...

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 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 ...

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 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 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...

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 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 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...

Learn about the intricacies and necessities involved with both buying or renting a property.

☑ Enhanced Living Situation
☑ Informed Decision Making
☑ Financial Awareness

✎ Learn the Facts: There are both benefits and downsides to renting and owning properties. By analyzing your own financial an...

Learn the benefits of working with a financial advisor, and choosing one who aligns with your goals.

☑ Improved Financial Journey
☑ Informed Investment Decisions
☑ Financial Assistance

✎ Learn the Facts: Selecting a financial advisor who aligns with your needs and goals can help provide you wi...

Empower yourself with financial knowledge by learning the differences between credit and debit cards.

☑ Boosted Financial Awareness
☑ Improved Credit Score
☑ Budgeting Skills

✎ Fun Fact: Having a financial notebook or tracking system can help you to manage your finances through your credit and ...

Learn the benefits of taking out a bond, and how to learn which type of bond is right for you.

☑ Improved Investment Portfolio
☑ Tax Advantages
☑ Stability Of Income

✎ Fun Fact: Some bonds never actually mature. These are called perpetual bonds, and they pay interest forever without ever paying...