The Learning Center

We believe that the tools for building a strong financial future should be accessible to all, which is why we created a free financial resource center that puts the power to learn in your hands. The Learning Center includes dozens of toolkits from trusted sources on a variety of subjects, many of which are in both English and Spanish. Use them to teach a class, counsel a friend, or just improve your own financial knowledge. The choice is yours!

To get started, click a section below and go to that category. Click the toolkit you’d like to download, then click Download. You’ll be asked to enter your zip code, email address, and any comments you may have; however, the only required field is your zip code. Once you click submit, you will see a link for downloading your file. There are no limits to how many items you can download, print, or distribute; in fact, we encourage you to use as many as you like. By making these items freely available, we hope that you will play a role in helping us fulfill our mission to create economic opportunity and build wealth for all.

We are regularly adding new items to the Learning Center, so check back often and please let us know if you have any questions or suggestions by contacting us below.

What’s Inside:

Savings
  • Behind on Bills?
  • Check It Out
  • Credit Management
  • Financial Recovery
  • Financial Recovery (Spanish)
  • First Steps to Financial Security
  • Know Your Credit Report
  • Making a Budget
  • Managing Debt
  • Money Matters
  • Money Matters (Spanish)
  • Money Smart for Grade Pre-K-2
  • Money Smart for Grades 3-5
  • Money Smart for Grades 6-8
  • Money Smart for Grades 9-12
  • Money Smart for Older Adults (English/Spanish)
  • New Employee Savings Tips
  • Opening a Bank Account
  • Pay Yourself First
  • Pay Yourself First (Spanish)
  • Paying for College
  • Renting an Apartment
  • Retirement Planning (English)
  • Retirement Planning (Spanish)
  • Saving Money When You Shop
  • Small Business Managing Cash Flow
  • To Your Credit
  • To Your Credit (Spanish)
  • Using Debit Cards
  • Your Credit History
  • Your Money and Your Financial Future (Spanish)
  • Your Money Your Goals Volunteer Toolkit (English/Spanish)

Go to Savings Category

Employment and Small Business
  • Banking Services Available for Small Businesses
  • Banking Services Available for Small Businesses (Spanish)
  • Credit Reporting for a Small Business
  • Credit Reporting for a Small Business (Spanish)
  • Financial Management for a Small Business
  • Financial Management for a Small Business (Spanish)
  • Insurance for a Small Business
  • Insurance for a Small Business (Spanish)
  • Is Owning a Small Business a Good Fit for You?
  • Is Owning a Small Business a Good Fit for You? (Spanish)
  • Job Scams
  • New Employee Savings Tips
  • Organizational Types and Considerations for a Small Business
  • Organizational Types and Considerations for a Small Business (Spanish)
  • Planning for a Healthy Business
  • Planning for a Healthy Business (Spanish)
  • Record Keeping for a Small Business
  • Record Keeping for a Small Business (Spanish)
  • Risk Management for a Small Business
  • Risk Management for a Small Business (Spanish)
  • Selling a Small Business and Succession Planning for a Small Business
  • Selling a Small Business and Succession Planning for a Small Business (Spanish)
  • Small Business Managing Cash Flow
  • Small Business Managing Cash Flow (Spanish)
  • Tax Planning and Reporting for a Small Business
  • Tax Planning and Reporting for a Small Business (Spanish)
  • Time Management for a Small Business
  • Time Management for a Small Business (Spanish)

Go to Small Business and Employment Category

Credit and Loans
  • Borrowing Basics
  • Borrowing Basics (Spanish)
  • Car Title Loans
  • Charge It Right
  • Charge It Right (Spanish)
  • Credit Management
  • Credit Reporting for a Small Business
  • Financial Recovery
  • Financial Recovery (Spanish)
  • Know Your Credit Report
  • Loan to Own
  • Loan to Own (Spanish)
  • Managing Debt
  • Payday Loans
  • Paying for College
  • To Your Credit
  • To Your Credit (Spanish)
  • Using Credit
  • Your Credit History
  • Your Home Loan Toolkit
  • Your Home Loan Toolkit (Spanish)

Go to Credit and Loans Category

Adults Over 50
  • Money Smart for Older Adults (English/Spanish)
  • Retirement Planning (English)
  • Retirement Planning (Spanish)

Go to Adults Over 50 Category

Scams and Security
  • Avoiding Identity Theft
  • Car Title Loans
  • Job Scams
  • Keep It Safe
  • Keep It Safe (Spanish)
  • Managing Debt
  • Money Wiring Scams
  • Payday Loans
  • Prepaid Cards
  • Renting an Apartment
  • Scams Against Immigrants
  • UnScam Yourself
  • Using Credit

Go to Scams and Safety Category

Housing
  • Loan to Own
  • Loan to Own (Spanish)
  • Renting an Apartment
  • Your Home Loan Toolkit
  • Your Home Loan Toolkit (Spanish)
  • Your Own Home
  • Your Own Home (Spanish)

Go to Housing Category

Banking Basics
  • Bank On It
  • Bank On It (Spanish)
  • Banking Services Available for Small Businesses
  • Check It Out
  • Check it Out (Spanish)
  • First Steps to Financial Security
  • Money Smart for Grade Pre-K-2
  • Money Smart for Grades 3-5
  • Money Smart for Grades 6-8
  • Money Smart for Grades 9-12
  • Money Smart for Older Adults (English/Spanish)
  • Opening a Bank Account
  • Prepaid Cards
  • Using Credit
  • Using Debit Cards

Go to Banking Basics Category

Spanish Language
  • Bank On It (Spanish)
  • Banking Services Available for Small Businesses (Spanish)
  • Borrowing Basics (Spanish)
  • Charge It Right (Spanish)
  • Check it Out (Spanish)
  • Credit Reporting for a Small Business (Spanish)
  • Financial Management for a Small Business (Spanish)
  • Insurance for a Small Business (Spanish)
  • Is Owning a Small Business a Good Fit for You? (Spanish)
  • Keep It Safe (Spanish)
  • Loan to Own (Spanish)
  • Money Matters (Spanish)
  • Money Smart for Older Adults (English/Spanish)
  • Organizational Types and Considerations for a Small Business (Spanish)
  • Pay Yourself First (Spanish)
  • Planning for a Healthy Business (Spanish)
  • Record Keeping for a Small Business (Spanish)
  • Retirement Planning (Spanish)
  • Risk Management for a Small Business (Spanish)
  • Scams Against Immigrants
  • Selling a Small Business and Succession Planning for a Small Business (Spanish)
  • Small Business Managing Cash Flow (Spanish)
  • Tax Planning and Reporting for a Small Business (Spanish)
  • Time Management for a Small Business (Spanish)
  • To Your Credit (Spanish)
  • Your Home Loan Toolkit (Spanish)
  • Your Money and Your Financial Future (Spanish)
  • Your Money Your Goals Volunteer Toolkit (English/Spanish)
  • Your Own Home (Spanish)
  • Money Smart Small Business: Guide to Presenting (Spanish)

Go to Spanish Language Category

Youth
  • Money Smart for Grade Pre-K-2
  • Money Smart for Grades 3-5
  • Money Smart for Grades 6-8
  • Money Smart for Grades 9-12
  • Paying for College

Go to Youth Category

Teaching Financial Education
  • Your Money Your Goals Volunteer Toolkit (English/Spanish)
  • Money Smart Small Business: Guide to Presenting
  • Money Smart Small Business: Guide to Presenting (Spanish)

Go to Teaching Financial Education Category

Thanks to all non-profit, public, and private organizations for developing these valuable resources and making the Learning Center possible.

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