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

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

Browse the Learning Center

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

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