Personal Finance Education

(Sample Company Name Here), we are pleased to offer you 24/7 access to our financial education Learning Center.

You can choose from nearly two dozen free financial webinars on topics ranging from personal and household budgeting to building credit, from saving for emergencies to paying off debts.

Here is what you can expect:

  • Access our learning center at or select from the webinars listed below.
  • Click on the webinar topic of your choice.
  • Watch the webinar at your convenience, using your browser or the YouTube video (you will need speakers or a headset to hear to audio).
  • If you would like a Certificate of Achievement for completing the webinar…
    • You will need to note and write down the three passcodes provided in each webinar.
    • After viewing the webinar, access the corresponding quiz at the same Learning Center web page. Enter your contact information, the three passcodes and answer the five multiple choice questions.
    • If you provide the correct passcodes and score at least 4 out of 5 questions correctly, we will email you a PDF certificate within the next few days.

If you have questions about our financial education programs, simply call our Education Manager toll-free at (855) 685-7839.

Select the series here to be taken to the list of corresponding webinars, or scroll down to view the available webinars.


Financially Empowered SeriesTopicQuizHandoutsResources
Young and Financially EmpoweredYoung and Financially Empowered: Financial Lessons for Those in Their 20s – 44 minutesLesson 1-QuizLesson 1-HandoutsSlideshow (PowerPoint)
Slideshow Notes (PDF)
Teachers Guide (PDF)
Golden and Financially EmpoweredGolden and Financially Empowered: Financial Lessons for Seniors – 59 minutesLesson 2-QuizLesson 2-HandoutsSlideshow (PowerPoint)
Slideshow Notes (PDF)
Teacher Guide (PDF)
Financially Empowered Empty NestersFinancial Lessons for Those in their 40s and 50s with No More Children at Home – 47 minutesLesson 3-QuizLesson 3-HandoutsSlideshow (PowerPoint)
Slideshow Notes (PDF)
Teacher Guide (PDF)
Financial Lessons and Guidance for New Parents – 32 minutesLesson 4-QuizLesson 4-HandoutsSlideshow (PowerPoint)
Slideshow Notes (PDF)
Teacher Guide (PDF)
Real Solutions SeriesTopicQuizHandouts
Real Solutions-BudgetingRoadmap to Financial Stability: Personal and Household Spending Plans
(Budgeting) – 65 minutes
Budgeting QuizBudgeting Handout
Real Solutions-Spending by ColorSpending by Color: Developing Effective Spending Behaviors – 67 minutesSpending QuizSpending Handout
Real Solutions-CreditCredit and the Interest Insomniac: Using Credit Wisely – 64 minutesCredit QuizCredit Handout
Real Solutions-Project DEBT-o-nationProject DEBT-o-nation: Preventing and Eliminating Excessive Consumer Debt – 58 minutesDebt QuizDebt Handout
Everyday Money SeriesTopicQuizHandouts
Everyday Money for Everyday People Webinar - Financial Vision1. Defining Our Financial Vision
Establishing our vision and corresponding goals for what we want our future to be like. – 27 minutes
Financial Vision QuizLesson-1-Defining Your Financial Vision
Everyday Money-Budgeting-Play2. Turning Our Budget from Foe to Frenemy
You don’t have to like your budget, but you can appreciate it. This workshop provides you with foundational information required to turn your spending plan from a downer to a supportive partner that will help you get what you want out of life. – 40 minutes
Budgeting Frenemy QuizLesson-2-Budget-Foe or Frenemy
Everyday Money-Spending-Play3. Credit or Debit or Cash? Oh My!
A great conversation about when to use each purchasing method and when each should be avoided. – 52 minutes
Spending Methods QuizLesson-3-Credit or Debit or Cash
Everyday Money-Building Credit4. Building Credit
While taking a self-evaluation on your understanding of our credit system, you’ll learn the true value and impact of good credit and how to build (or rebuild) it for a better financial foundation. – 57 minutes
Building Credit QuizLesson-4-Credit Building
Everyday Money-Dealing with Debt5. Dealing with Debt
Through an informative self-evaluation, you’ll learn the truths about questions many always wonder about, including the real costs of credit card and student loan debt, what’s involved in debt settlement, debt management and filing for bankruptcy, and how to accelerate debt repayment as painlessly as possible. – 50 minutes
Dealing with Debt QuizLesson-5-Dealing with Debt
Everyday Money-Savings-Play6. Simplified Savings Strategies
The NUMBER ONE financial problem in most American households? no savings account to speak of. A habit of saving is also the best indicator of future financial stability. – 27 minutes
Savings QuizLesson-6-Savings Strategies
Everyday Money-Dollar Dumps7. Dollar Dumps & Spending Barriers
Discover your own dollar dumps and ways to prevent leaks in your wallet from becoming bank-draining gushers. – 32 minutes
Dollar Dumps QuizLesson-7-Dollar Dumps
Money and Family Relationships8. Money Spouse Child
Money management is hard enough on your own. Throw in another adult and a few kids, and it seems impossible. Learn in this workshop how to work WITH rather than AGAINST family members to build positive financial habits and progress together toward shared goals. – 44 minutes
Money Spouse Child QuizLesson-8-Money Spouse Child
Supplemental Topics for this Series 
 Everyday Money-From I Owe UFrom I-owe-U to I-owe-Nobody: Preventing, Minimizing and Eliminating Student Loan Debt. – 42 minutesStudent Loan QuizStudent Loan Handout
 Everyday Money-Surviving UnemploymentSurviving Unemployment: Minimizing the Financial Impact of Being Unemployed. – 43 minutesSurviving Unemployment QuizHandout – Coming Soon

Webinarios en español

Seleccione uno de los webinarios siguientes, gratuitos pregrabados y disponibles 24/7, para obtener mas información acerca de temas financieros importantes como el presupuesto hogareño, el desarrollo de comportamientos eficaces de gastar, la eliminación de la deuda excesiva del consumidor, y el uso sabio del crédito del consumidor. Al terminar los cuatro webinarios, usted recibirá un certificado por correo electrónico para reconocer su logro.

Título del WebinarioTemaExamenMateriales

  • 2a parte (Streaming o Youtube)
  • 3a parte (Streaming o Youtube)
El Presupuesto Personal y del Hogar1a Parte – 20 minutos2a Parte –

3a Parte –

Gastando a Color (presione aquí – PowerPoint)Por qué Escogemos Gastar en Nuestras Propias Maneras ExtravagantesPróximamente Próximamente
El Crédito y el Interés Insomne (presione aquí – PowerPoint)Usando el Crédito con PrudenciaPróximamentePróximamente
DEUDA-detonación (presione aquí – PowerPoint)Finanzas Hogareñas para Vivir Libre de DeudaPróximamentePróximamente