Bridge the gap between abstract math and real-life money skills

Financial Math
Lessons

Bridge the gap between abstract math and real-life money skills

Types of Lessons

Lessons

Each lesson takes about 5-10 minutes and ends with a short self-grading quiz.

Tutorial Videos

Students receive credit upon completion—no quiz required.

Interactive Activities

Students use financial calculators to solve real-world problems presented in a quiz.


Legend:

Long-Term Game
Comprehensive Chapter
Short Lesson
Interactive Calculator
Includes Automatically-Graded Assessment
Video

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Career Readiness & Employability Skills

Learn the essential workplace skills, from professional communication to business ethics.

What’s in Your Compensation Package?

From health insurance to retirement plans, learn what to look for.

14 min

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What Benefits to Look for in a Job Offer

Make informed decisions on how to negotiate the best package.

13 min

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Planning Your Career Path

Learn how education and career choices impact your lifetime earnings.

10 min

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The Ultimate Employee Guide

Learn about your rights, taxes and job responsibilities.

8 min

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Biggest Mistakes of Job Seekers

5 common job application fails that get your resume thrown out.

9 min

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Acing Job Interviews

Learn how to win over the hiring manager and secure the job offer.

6 min

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Are Internships Worth It?

Evaluate how paid vs. unpaid internships impact your career & salary.

10 min

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How to Get Past Resume Software

Optimize your resume to help you get noticed & land more interviews.

6 min

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Practical Math & Data Skills for the Real World

Use math to solve practical financial problems with spreadsheets and financial calculators.

What Your Spending Data Says About You

Turn your spending habits into powerful financial insights.

12 min

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How To Save Money on Your Next Trip

Discover how hidden costs can impact your vacation budget.

15 min

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Why You Choose to Spend or Save

Understand the trade-off between spending now and in the future.

10 min

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The Art of Juggling Many Bills in a Pinch

Learn how to prioritize and pay bills when cash is scarce.

9 min

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Evaluating Big-Ticket Purchases

Learn to evaluate the lifetime cost and value of a purchase.

10 min

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The Cost of Raising a Family

Discuss finances with a partner & budget for a growing family.

8 min

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How Do You Stop Impulse Purchases?

Discover smart spending tips and how to avoid buyer’s remorse.

12 min

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Achieve Financial Goals with a Spending Plan

Find out how easy it is to set-up and stick to a spending plan.

18 min

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Paychecks & Tax Essentials

Follow your money from gross earnings to net pay and learn the essentials of filing your income taxes.

Tax Basics You Need to Know

Income tax, capital gains, sales tax, property tax, and more.

10 min

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Income Tax Filing Tips & Tricks

Helping you navigate the 1040 form, W-2s and 1099s with ease.

10 min

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Get Practice Filing a Sample Tax Return

Step-by-step guide to filing a 1040, no real tax info needed.

10 min

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Sales Tax: Who Pays, Collects, and Why?

Understand use vs sales tax rules, rates and exemptions.

9 min

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Why Is My Paycheck So Small?

Discover the payroll taxes that are withheld from your earnings.

15 min

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Tax Credits & Deductions You Need to Know

Maximize your tax refund by learning what you’re eligible for.

11 min

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Uncovering Hidden Income Taxes You Owe

Discover what you owe from side hustles, tips, rents and more.

8 min

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Do You Need a Tax Professional?

Know when you should file yourself, use software, or hire a pro.

7 min

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Banking & Money

Understand the fundamentals of banking and learn how to make your money work for you.

What is Wealth?

Learn key strategies to build real, lasting wealth.

8 min

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Choosing the Best Banking Option for You

Learn the pros and cons of different financial institutions.

16 min

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What is Money?

Explore the history of money from bartering to debit cards.

10 min

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A Strategy to Build Wealth, Not Debt

Discover the 4 accounts you need to manage your finances better.

5 min

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What are Cryptocurrencies?

Learn about digital assets, from Bitcoin and other altcoins.

9 min

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Receipts: What to Keep and Why

Learn which receipts to save for returns, warranties, and taxes.

14 min

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How Debit Cards Work

Learn how debit and credit cards differ, and what fees to watch for.

6 min

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Automatic Payments: Convenience vs. Risk

Learn how to use auto-pay safely and avoid costly overdraft fees.

6 min

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Navigating the World of Credit

Learn how to manage debt responsibly and make it a tool for financial growth.

A Beginner’s Guide to Borrowing Wisely

Learn how to manage credit cards and personal loans responsibly.

20 min

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Credit Cards: Terms, Fees, and More

Learn how minimum payments will always lead to more debt.

17 min

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How to Use Debt to Your Advantage

When is taking on debt beneficial vs when it becomes a burden?

5 min

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What to Do When You Need Money Fast

Learn your short-term financing options and how to use them.

15 min

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Debt Snowball and Avalanche

Learn the snowball & avalanche methods to find the best way out of debt.

15 min

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What Your Credit Report Says About You

Learn how to monitor your report to improve your credit score.

17 min

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How Borrowers Manage Personal Debt

Review sources of debt and the impact of defaulting on your loans.

11 min

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Calculate the True Cost of Credit Card Debt

See how making only minimum payments can keep you trapped in debt.

8 min

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Smart Financing Options

Break down life’s biggest financial decisions with clear, data-driven comparisons.

Can You Afford To Buy That House?

Find out how lenders decide if you can afford a mortgage.

20 min

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Should You Rent or Should You Buy?

Compare the costs and benefits to make the best financial choice.

20 min

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The Car Buying Checklist

Here’s What You Need to Know to Get the Best Deal

23 min

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Rent or Buy: Which is Right for You?

Crunch the numbers with our interactive calculator.

12 min

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Calculate Your Car Loan Payments

See how interest rates and down payments impact your car loan

16 min

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Financing Your Education

How to pay for your education without taking on unnecessary debt.

14 min

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Mortgage Options for First-Time Homebuyers

Review fixed or adjustable rates to see what works for you.

18 min

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Find Out Your Monthly Home Budget

Use this calculator to get a handle on your monthly spending.

14 min

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Introduction to Investing

Take the mystery out of the stock market by using math to make investing decisions.

The Math of the Stock Market

Learn the basic math you need to understand your investments.

10 min

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How to Import and Format Data

Move your portfolio data from the web into a spreadsheet.

12 min

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Track Your Daily Portfolio Returns

Use simple formulas to find your daily portfolio performance.

11 min

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How to Calculate Your Profits

Learn the formulas to track your profit or loss per trade.

25 min

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How to Visualize Your Portfolio Data

Turn your raw portfolio data into insightful graphs and charts

19 min

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Why You Should Diversify Your Portfolio

Learn how to spread your investments to protect your wealth.

11 min

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How to do Investing Research?

This video explains how to use the platform’s built-in research tools.

8 min

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How to Choose Stocks Strategically

Learn the basics of how to do technical and fundamental analysis.

17 min

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Decoding What Moves The Market

Learn the key factors that cause market prices to change daily.

21 min

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How to Develop an Investing Strategy

Discover how to balance liquidity, risk and potential returns.

23 min

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Protecting Your Future with Insurance

Understand how to build a financial safety net that protects you and your assets from life’s unexpected events.

What’s Not Covered in Renter’s Insurance?

Don’t get caught off guard. Learn about exclusions and exceptions.

6 min

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What Damage Does Home Insurance Cover?

Get a review of the types of coverage and types of reimbursement.

9 min

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Rules for Renters & Homeowners

Learn how leases and HOAs control what you can do with your home.

8 min

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Car Insurance: How to Lower Your Rates

Learn what coverage you need to protect yourself and your vehicle.

14 min

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Life Insurance: The Ultimate Safety Net

Find out the death benefit options of different policies.

14 min

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Don’t Let Disability Derail Your Finances

Find out how insurance can help you maintain your lifestyle.

10 min

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Why Health Insurance is So Expensive

Review how your coverage options impact your insurance rates.

11 min

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How to Avoid Identity Theft, Scams & Fraud

Learn how to spot fraud & keep your personal information secure.

10 min

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Planning for Retirement

Discover the strategies for long-term financial independence and a secure retirement.

Is an Annuity Right for You?

Explore the pros and cons of this retirement savings product.

10 min

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What Will Your Investments Be Worth?

Predict how much your savings can grow with Future Value.

10 min

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The Magic of Compound Interest

The #1 way to get your money to grow for you (even while you sleep).

10 min

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The Secret to a Comfortable Retirement

Learn how to set yourself up so you can enjoy your golden years.

14 min

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Crack the Code to Becoming a Millionaire

Use this calculator to see how investing impacts your savings.

12 min

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Watch How Your Savings Could Grow

Try different scenarios with the compound interest calculator!

9 min

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Get a Snapshot of Your Financial Health

Use the Net Worth calculator to know your financial situation.

5 min

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Who Gets Your Stuff When You’re Gone?

Learn about simple wills, living wills, and estate planning.

7 min

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Ready to Get Started?

Schedule a brief consultation with one of our curriculum experts to discuss your specific goals, from a single personal finance class to a campus-wide financial wellness initiative.

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