Virtual Classroom Presentations

Give students helpful guidance on financial management. In this session we teach students about finances, financial institutions, and effective strategies for managing money.

Course Objectives:

• Distinction between banks and credit unions
• Choose the right bank or credit union for your needs
• Understand the benefits and services that financial institutions provide
• Avoid banking fees
• Calculate different types of interest

In this presentation, students learn how to create and maintain budgets that fit their individual needs.

Course Objectives:

• Learn how to create and maintain a budget
• Identify types of income and understand how taxes apply to each type
• Learn the difference between variable and fixed expenses
• Create short and long-term financial goals

What is credit and how does it work? Students learn the ins and outs of credit, including how to manage it.

Course Objectives:

• Learn how credit and loans work
• Identify ways to establish credit
• Learn borrower responsibilities
• Monitor credit using a credit report and credit score

Through a fun, interactive simulation, students gain real-world financial planning, saving and budgeting skills. Learn to manage expenses while making spending decisions about transportation, housing, entertainment and more.

Course Objectives:

• Learn how to make realistic financial choices
• Understand the basics of planning, savings and budgeting
• Know the difference between a “need” and a “want”

In a world where security breaches happen, it's important to beware of fraud. Students learn how to identify scams and reduce risky behaviors that could compromise security.

Course Objectives:

• Define fraud, understand how it works and learn how to avoid it
• Define scam, understand how it works and learn how to avoid it
• Identify common scams
• Learn how to report fraud

In this presentation, students learn fundamental concepts in investing.

Course Objectives:

• Learn how investments can support financial goals
• Understand the concepts of risk vs. return and diversification
• Identify types of investments
• Learn about options for retirement savings
• Discover your investment and savings tendencies, as well s the pros and cons of these tendencies

Purchasing insurance can be an effective strategy for managing risk. In this presentation, students learn about types of insurance and receive guidance on choosing between policies.

Course Objectives:

• Understand insurance, why you need it and how it works
• Define insurance premiums and explain how they are determined
• Define liability coverage and its application to several policy types

Investing is an excellent way to pursue wealth and achieve your financial goals. The Stock and Roll session helps high school and college students understand the basics of investing. Students participate in a stock market simulation, a virtual game that tracks investment performance based on simulated market fluctuations and market risk.

Course Objectives:

• Learn how investments can support financial goals
• Define “risk vs. return” and “diversification”
• Define market fluctuations

We'll help participants consider savings options for short and long-term financial goals.

Course Objectives:

• Identify goals
• Create a spending plan using creative budgeting techniques

It's important to ensure that your credit report contains accurate information. Students learn how to manage the information in their credit.

Course Objectives:

• Learn what to look for in their credit report
• Identify errors and learn how to dispute them

Learn how to build and maintain good credit.

Course Objectives:

• Learn about credit reports and credit scores
• Understand the benefits of good credit
• Learn ten key insights to effective credit building

Gain skills for managing and paying off debt

Course Objectives:

• Learn how to prioritize your debts
• Identify spending hazards
• Create a spending plan that works

This popular presentation offers valuable guidance and get pre-qualified for a mortgage

Course Objectives:

• Learn how to develop a budget and get pre-qualified for a mortgage
• Learn what goes into presenting an offer
• Understand the appraisal and inspection process, plus more