Empower Your Team with Financial Literacy

Customized corporate training, workshops, and keynotes to give your employees or students the financial tools they need to thrive.

Corporate Training

Give Your Employees the Gift of Financial Literacy

Investing in your employees’ financial well-being leads to a more confident, productive workforce. We offer tailored keynotes, workshops, and facilitated programs that make financial concepts easy to understand and actionable—whether you have 20 or 1,000 employees.

    • Grow Your Wealth – The subtle and uncomplicated way

    • Taxes. Managing our heaviest financial burden

    • Debt, is it a tool or a tyrant?

    • Investing. Everything you need to know about investing in one 12-word sentence

    • Investing 201. When, where, and how

    • Credit, It’s a catch-22

    • Real Estate Investing Basics – In praise of passive income

    • Bespoke Topics customizable to suit your organization’s specific needs

    • Keynotes

    • Workshops

    • Facilitated Programs

  • Barclays, BCG, Capital One, Salesforce, JP Morgan Chase, Pure Insurance, Vox, Paramount, Webster Bank, and many more.

Higher Education

Financial Literacy for Students

Equip students with the financial knowledge they need for life. From one-off workshops to semester-long courses, we offer a range of financial literacy programs for colleges and universities. With a focus on making finance accessible, we prepare students to make informed decisions about their future.

    • Credit

    • Debt

    • Investing

    • Taxes

    • Inflation

    • Behavioral Economics

    • Wealth Building

    Additional

    • Budgeting

    • Different types of earnings

    • Careers in finance

    • Insurance basics

    • Banking basics

    • Consumer skills

    • Managing student loans

  • Baruch College, Columbia Business School, Yale University, Pace University, George Washington University, University of Delaware, and more.

Government & NGO Programs

Financial Literacy for Communities

We work with government and non-government organizations to develop financial education programs that have real-world impact. Our programs are tailored to the specific needs of service members, civic leaders, and nonprofit organizations.

    • US Air Force and Space Force: Completed a three-year contract redeveloping the Personal Financial Readiness (PFR) curriculum, a Congressional mandate.

    • United Nations: Delivered the keynote address for the Taiwan Academy of Banking and Finance (TABF) on the topic of the Importance of Educating Women in Financial Literacy.

    • YWCA: Keynote speaker for Women’s History Month.

    • NYC Mayor’s Office of Pension and Benefits: Created and facilitated a full-day course on the influence of macroeconomic and microeconomic variables on investments and portfolios.

    • Kids In Crisis: Developed and facilitated a series of financial literacy games for displaced teens living in a crisis center.

Do you want to know what our Students and Partners have to say?

Ready to Empower Your Team or Students?

Whether you're a corporate leader, educator, or government official, our customized financial literacy programs are designed to make a real impact. Let’s start building financial confidence today.