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Workshops

Financial Knowledge

Financial Topics

Our workshops and online modules enable participants to develop a strong foundation of financial knowledge. Topics include:

  • Setting personal and financial goals
  • Developing a personal budget and savings plan to meet goals
  • Choosing a bank and bank products
  • Understanding credit cards, other types of loans, and credit scores
  • Saving for retirement through 401(K) plans, traditional IRAs, and Roth IRAs
  • Investing—stocks, bonds, and mutual funds—based on goals, risk tolerance, and fees
  • Understanding the importance of insurance: health, auto, and renter’s
  • Understanding the financial implications of buying or renting housing

Sample Cases and Workshops

We help delivery partners design workshops that meet participant needs. Workshops are built by combining cases.

Sample Cases

  • Setting Goals
  • Planning to Meet Your Goals
  • Understanding Credit Cards
  • NFL Visa Credit Card
  • Understanding Credit Reports and Scores
  • Choosing a Bank and Choosing Banking Products
  • Understanding Car Loans and Car Leases
  • Investing Basics
  • Choosing a Health Insurance Plan
  • Understanding Mortgages
  • And many more!

Sample Two-Hour Workshops

  • Jumpstart Your Financial Future (Setting Goals and Planning to Meet Your Goals)
  • Borrower Beware: The Ins and Outs of Credit Cards (Understanding Credit Cards and NFL Visa Credit Card)
  • Building Your Financial Reputation (Understanding Credit Reports and Scores, Identity Theft)
  • Investing for Your Future (Investing Basics, Retirement Investing, Mutual Fund Fees)
  • And many more!

“I finally understand my credit card bill and can do something about it.”

– City Year Participant

“I will make sure I pay off my credit bill in full always!”

– Wellesley College Student

“Very relevant information that is important for all students now and once they graduate.”

– Babson College Student