Introducing our E-Learning Course!

With the development of our e-learning course, you can now engage in our curriculum online! Our interactive lessons will include detailed walkthroughs, interactive activities, and other resources! The E-Learning Courses are currently under development, but you can take a peak below of some of our finished modules!

modules & curriculum: Get a Preview of some of our courses

  • Budgeting, Savings, and Banking

    Our first module covers many fundamental concepts ranging from how to save your first paycheck to how banks and credit unions function.

  • Credit Management

    What is a credit score? What is the difference between BNPL ( buy now pay later) and Credit Cards? What are the different types of loans? Having good credit management plays a major role in financial success.

  • Investing Basics

    Most people think of investing as only stocks, but there are in fact many other asset classes. This module is an intro to how to grow and preserve your wealth.

  • Intro to Taxes

    We all need to file taxes once we get that first job. But why does the government impose taxes in the first place? How do you file taxes? In this module, we will learn how to file both state and federal tax, as well as other important information such as the 1099-INT and 1040 tax forms.

  • Fixed Income

    What are fixed-income and bond investments? Why invest in fixed income as an asset class? This module aims to teach credit risk and interest rate risk in fixed-income investments.

  • Bank Accounts

    What are the types of accounts you can open as a minor? Should you open a joint account or custodial account with your guardians? Here you will learn everything you need to know about opening a bank account.

  • Entrepreneurship

    What is design thinking? How do you write a business plan when you have a business idea? In this module, students learn about the basics of entrepreneurship and how to start a small business.

  • Sustainability & ESG Impact investing

    Climate change has a significant impact on global economy and our livelihood. Managing resources is often overlooked when we discuss financial literacy. In this module, we discuss how saving your resources by saving water and energy, growing your own vegetables, or repurposing plastic waste improves your financial conditions. Students will learn how resource savings impact our global economy. We will also discuss ESG & Impact investing and risks of greenwashing

  • Paying for colleges

    Financial Aids

    Learn about financial aids, student loans and scholarships to pay for your college

  • 529 College Saving Plans and Cal Kids

    How does college saving plans work? Learn about tax advantaged 529 college saving plans and Cal Kids program for kids born in California!

  • Cryptocurrency and Blockchain

    What is a blockchain technology? How is it applied to cryptocurrency? What are the risks associated with cryptocurrency investments?

  • Cybersecurity and Identity Theft

    How do you identify fraudulent activities and protect yourself from identity theft? Learn more about your online presence, cybersecurity

Other Modules Offered Include:

  • Advanced Investment

  • Options and Futures

  • Insurance

  • Mutual Funds and ETFs

  • And much more!