Financial Education

Financial Education: Learn To Manage Your Money Wisely

Take The First Steps Towards Life-Long Financial Stability.

We want you to have the tools and knowledge you need to make informed decisions about your finances. That is why the Office of the State Treasurer offers free interactive financial education modules covering a range of topics.

Choose from any one of the playlists below to begin on your path to better financial knowledge and security.

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Financial Foundations

Checking Accounts
Car Loans
Preventing Overdraft Fees
Credit Cards
Mobile and Online Banking
Prepaid Cards

...AND MORE

En Español

Building Financial Capability

Identity Protection
Creating a Budget
Credit Scores and Reports
Debt Management
Family Conversations about Money
Taxes: The Basics

...AND MORE

En Español

Owning a Home

Considering Home Ownership
Reverse Mortgages
Buying a Home
Mortgages
Mortgage Relief
Investment Property

...AND MORE

En Español

Preparing for Retirement

Preparing for Retirement
401(k) Plans
When to Collect Social Security
FIRE Lifestyle
Individual Retirement Accounts (IRAs)
Estate Planning

...AND MORE

En Español

Investing in Your Future

Building Emergency Savings
Shopping for Insurance
Health Savings Accounts
Sustainable Investing
529 Plans
Certificates of Deposit

...AND MORE

En Español

Small Business Essentials

Developing a Business Plan
Small Business Banking Services
Small Business Financial Statements
How Businesses Use Credit
How Businesses Obtain Credit

...AND MORE

En Español

Financial Caregiving

Preventing Elder Abuse
Reporting Elder Financial Abuse
Planning for a Financial Caregiver
Expectations of a Financial Caregiver
Becoming a Financial Caregiver

...AND MORE

Understanding Your Finances

Mobile and Online Banking
Identity Protection
Shopping for Insurance
Family Conversations about Money
Four fundamental financial habits for families
Eight best practices for staying secure

...AND MORE

En Español

Managing Finances in Uncertain Times

Family Conversations about Money
Creating a Budget
Mindful Living
Healthy Financial Habits
Building Emergency Savings

...AND MORE

Personalized Playlist

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Additional Resources

It’s never too early or too late to begin learning how to manage your personal and household budgets. And it’s ever more important to know how to handle your credit cards, save money, and invest wisely. Here are some resources for children, parents, teachers, and others who are interested in improving their financial literacy.

Financial Education Games

Financial Football is a fun and engaging way to learn about financing and budgeting for the future. This interactive game is for kids young and old. Also included is an extensive curriculum for financial education teachers.
The Payoff–Choose to play the role of Alex or Jess in Visa’s new game, The Payoff. Help Alex and Jess make wise financial decisions as they create a video blog for a competition in this fun immersive game designed for ages 14 and up. https://www.practicalmoneyskills.com/play/the_payoff

Students

• BizKid$ – a public television series where kids teach kids about money and business
• Youth Banking Resource Center – Federal Deposit Insurance Corporation (FDIC)
• Practical Money Skills for Life – a partnership of Visa, consumer advocates, educators, and financial institutions

Teachers

• Financial Education Curriculum (FEPPP) – Financial Education Public-Private Partnership of Washington state (FEPPP) provides teacher trainings and lesson planning content.
• Junior Achievement – K-12 Programs
• Jump Start Washington – A non-profit dedicated to the promotion of financial education for K-12 and providing resources to teachers and schools
• Practical Money Skills for Life – a partnership of Visa, consumer advocates, educators, and financial institutions

Partners

• Financial Education Curriculum (FEPPP) – Financial Education Public-Private Partnership of Washington state (FEPPP)
• Jump Start Washington – A non-profit dedicated to the promotion of financial education for K-12 and providing resources to teachers and schools
• Financial Literacy Clearing House – Washington Department of Financial Institutions (DFI)

Adults

• Practical Money Skills for Life – a partnership of Visa, consumer advocates, educators, and financial institutions
• Financial Literacy Clearing House – Washington Department of Financial Institutions (DFI)
• America Saves – a non-profit, government, and corporate partnership