Financial Education Modules

Online interactive lessons that teach users about managing personal finances

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.


calculation icon


Financial Planning

  • Annuities
  • Debt Management
  • Individual Retirement Accounts (IRAs)
  • Mindful Living
  • Taxes: The Basics
  • ...AND MORE

En Español






Financial Foundations

  • Checking Accounts
  • Car Loans
  • Preventing Overdraft Fees
  • Credit Cards
  • Mobile and Online Banking
  • Prepaid Cards
  • ...AND MORE 





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



house - owning a home


Owning a Home

  • Considering Home Ownership
  • Reverse Mortgages
  • Buying a Home
  • Mortgages
  • Mortgage Relief
  • Investment Property
  • ...AND MORE





Preparing for Retirement

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



graduation cap


Investing in Your Future

  • Building Emergency Savings
  • Shopping for Insurance
  • Health Savings Accounts
  • Sustainable Investing
  • 529 Plans
  • Certificates of Deposit
  • ...AND MORE



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Growing Your Small Business

  • Overcoming Small Business Financial Hardships
  • Obtaining Financing and Funding for Your Small Business
  • Managing a Growing Team
  • Customer Acquisition and Retention
  • Opportunities for Women- and Minority-Owned Small Businesses
  • ...AND MORE



shaking hands


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





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



phone with dollar sign in hand


Understanding Your Finances

  • Mobile and Online Banking
  • Identity Protection
  • Shopping for Insurance
  • Four fundamental financial habits for families
  • Eight best practices for staying secure
  • ...AND MORE



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Personalized Playlist

Create a playlist that will help you master your own personal finances.

Take a quick survey to assess your needs, then get started learning!