Curriculum

Nine tracks, taught primarily in order

Each track builds on the last. Members get access to all nine tracks, with short videos, printable activities and real conversations at home.

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The nine tracks

Your path, step by step

  1. 1

    Money Smarts

    The foundation: earning, budgeting, saving and spending with a plan.

    • Paychecks and pay stubs
    • Budgets that survive real life
    • Saving with a purpose
  2. 2

    Credit and Borrowing

    How credit files, scores and loans work, and how to borrow wisely.

    • Credit reports and scores
    • Cards, car loans and mortgages
    • Building and repairing credit
  3. 3

    Insurance

    Health, auto, home, life and disability cover, explained in plain language.

    • What each policy does
    • Deductibles and premiums
    • Choosing coverage with confidence
  4. 4

    Tax

    How taxes work, from the paycheck to the return.

    • W-2s and withholding
    • Brackets, deductions and credits
    • Planning ahead for the year
  5. 5

    Investor Lab

    Shares, bonds, funds and risk, learned by doing.

    • Index funds and ETFs
    • Risk, return and time
    • Building a long-term plan
  6. 6

    World of Business

    Starting, running and owning a business, step by step.

    • Pricing and customers
    • Running the work and the books
    • Owning and growing a business
  7. 7

    Reputation Capital

    Your name is an asset. Learn to build trust, show your value and lead.

    • Trust and credibility
    • Speaking with advisors
    • Showing your value at work
  8. 8

    Money Smarts Two

    Family Money Systems: bring the whole household into one plan.

    • Family budgets and goals
    • Teaching money at home
    • Money conversations across generations
  9. 9

    Store and Apps

    Companion books and printable activities that support every track.

    • Books and workbooks
    • Printable activities

How it works

Learn at home, together

1

Short videos

Each lesson is a short video that a family can watch together.

2

Printable activities

Pencil-and-paper activities turn each lesson into a habit.

3

Real conversations

Family conversation guides help money talk happen at home, across generations.

Ready to begin?

One course, all nine tracks, every age band.