The Course: Financial Literacy That Fits Your Needs
The concepts and action steps they didn't teach you in school.
Who It's For
Available To Everyone
The Course is designed to meet people wherever they are — at work, in the community, at school, or at home.
Businesses
Lunch-and-learns, employee wellness, and corporate financial education.
Organizations
Community groups, nonprofits, faith-based, and civic associations.
Schools
K-12 classrooms, colleges, universities, and continuing education.
Individuals
Personal financial education for anyone ready to take control.
Curriculum
What Students Learn
The Course is built on three pillars that transform how you understand and manage money.
Realities
Discover why financial education matters and how it impacts every area of your life. Why what you don't know is costing you.
Concepts
Understand the basic principles that can make or break your financial future. The core building blocks of how money works.
Strategies
Learn the practical, proven action steps to take in both the short-term and long-term. Real strategies you can implement today.
Course Content
Financial Topics Covered
A comprehensive curriculum covering both the immediate priorities and the long-term strategies you need to build lasting financial security.
Short-Term Planning
Debt Management & Elimination
Income & Savings Protection
Emergency Fund Strategies
Credit Card Awareness
Cash Flow Optimization
Long-Term Planning
Debt Management & Elimination
Income & Savings Protection
Emergency Fund Strategies
Credit Card Awareness
Cash Flow Optimization
The 7 Money Milestones
The Course is based on our best-selling book, HowMoneyWorks: Stop Being a Sucker, which is your step-by-step field guide to create financial security and independence.
Designed with six core attributes that make financial education accessible, relevant, and effective for every audience.
Efficient
No filler, no fluff — just the critical financial knowledge that makes a real difference.
Ageless
Teenagers to seniors — whether you're 16 or 76, these principles apply to your life.
Engaging
Bright, colorful, bold design that makes financial education enjoyable, not intimidating.
Timeless
Free from internet trends or fads. Built on principles that remain relevant decade after decade.
Simple
No jargon, no complex terminology — just clear, plain language anyone can understand.
Practical
Designed for immediate action. Every lesson includes steps you can take the same day.
Personalized Experience
Financial Literacy That Fits Your Needs
Whether you're an individual or a company with many employees, the Course can be customized to fit your needs and goals.
“The workshop at our school with our teachers and administrators removed so much confusion and gave so much clarity.”
— Michael K., Student
“The Course was presented to my family over ZOOM. I can't believe the level of information and strategic steps that were packed into the material.”
— David L., Student
“Over the course of two months, every one of our employees went through the Course. They're still telling me that it's the best 'Lunch and Learn' we've ever done!”
— Sadie R., HR Director
Interactivity
Q&A discussion or seminar-style — you choose the participation level.
Length
From a crash-course to an in-depth multi-session format.
Style
From casual to professional, tailored to your audience.
Location
Remote, webinar, in-person, or on-site at your facility.
Take the Next Step
Ready to Bring The Course to Your Group?
Whether it's a lunch-and-learn for your team, a workshop for your community, or a classroom session for students — The Course delivers financial literacy that makes a lasting impact.
