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goals

Dedicated to helping students

  • Gain financial literacy 

  • Understand the importance of budgeting, savings and investing

  • Encourage active participation in school and activities 

  • Learn about careers and prepare for what's next 

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about

What makes Finly unique

  • Engaging and personalized learning 

  • Small, cohort-based courses

  • Live instruction by professional educators 

  • Customized financial plan focused on outcome-based goals

courses

Finly Money 101

  • Three levels:  middle school, high school and college and beyond

  • 12 one-hour live instructor-led sessions 

  • Features simulations, videos, interactive activities and assessments

  • Focused on the core JumpStart national financial literacy content areas: spending and saving, credit and debt, employment and income, investing, risk management and insurance and financial decision making 

Group Sessions

  • Customized sessions to meet your learners' financial literacy needs  

  • Focused on the core JumpStart national financial literacy content areas: spending and saving, credit and debt, employment and income, investing, risk management and insurance and financial decision making 

And, more coming soon

COURSE HIGHLIGHTS

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BANKING

Students investigate banking options and experience managing accounts and payments

Improved money management skills

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credit

Students walk through a credit report and create an improvement plan

Avoid expensive borrowing behaviors

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careers

Students develop their own employment package (resume, cover letter and LinkedIn profile and apply for real jobs. 

Connect preparation to earnings

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TAXES

Students file sample income taxes using TurboTax.

Strength financial position

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INVESTING

Students create and manage a mock personal investment portfolio

Create wealth

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savings &

Budgeting

Students investigate banking options and experience managing accounts and payments

Plan for the future 

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