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

 

 

 

foundation

 

Financial Foundations

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

 

 

calculator

 

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
 

 

 

calendar

 

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
 
 

 

 

chart icon

 

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
 
 
 

 

 

people

 

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

 

 

playlist icon

 

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!