Programs

Learn more about our financial literacy workshops.

Program Overview

Finatic offers numerous financial literacy workshops that cover the different parts of personal money management at no cost.  We crafted our curriculum with the intent to create an engaging, interactive, and informative session that incites the importance of money management and helps individuals acquire the financial confidence to make educated financial judgments and decisions.

Programs

All of our programs are designed to be concise and encourage participation and active involvement through challenges, games and practical examples.

High School Crash Course

90 min

Focuses on developing a complete understanding of money management concepts with a focus on how to apply them in college and when getting a first job.

  • Earning - Understanding a Paycheck, Job Benefits, Taxes, Filing for Taxes

  • Budgeting - Spending Plan, Cash Flow, Creating a Budget

  • Saving - Interest, Emergency Fund, Financial Goals,  Long-term Planning

  • Borrowing - Types of Loans, Loan Approval Process, Credit Score, Credit vs Debit Cards

  • Investing - Types of Investments, Investment Strategies, Stock Market Overview

  • Protection - Financial Scams, Identity Fraud

Middle School Crash Course

90 min

Focuses on expressing the importance of financial literacy and developing a basic understanding of money management concepts. 

  • Intro to Financial Literacy - Why it's Important, Consequences of Financial Illiteracy

  • Earning - Understanding a Paycheck, Job Benefits, Taxes

  • Spending - Needs vs Wants

  • Budgeting - Creating a Budget, Categorization

  • Saving - Interest, Emergency Fund, Financial Goals

  • Investing - Why Invest, Types of Investments, Stock Market Overview

  • Protection - Financial Scams, Identity Fraud

Advanced Crash Course

3, 1 hr workshops

Focuses on developing a deep understanding of all money management concepts. Open to all ages.

  • Earning - Understanding a Paycheck, Job Benefits, Types of Taxes, Filing Taxes

  • Budgeting - Spending Plan, Cash Flow, Creating a Budget

  • Saving - Interest, Emergency Fund, Financial Goals,  Long-term Planning, Retirement

  • Borrowing - Types of Loans, Loan Approval Process, Credit Score, Credit Reports, Credit vs Debit Cards, Paying off Debt

  • Investing - Putting savings to work, Inflation, Types of Investments, Investment Strategies, Stock Market Deep-dive, Creating a Brokerage Account

  • Protection - Financial Scams, Identity Fraud

Specialized Crash Courses

90 min

Focuses on developing a deep understanding in each part of personal finance. Each workshop will be dive into the specifics about each concept and include simulations and interactive activities to reinforce concepts. Open to all ages.

We offer the following Specialized Crash Courses:

  • Earning & Saving Money 

  • Budgeting 

  • Borrowing Money

  • Investing Money

 

Upcoming Programs

All of our programs are free and hosted online through Zoom web conferencing. Look above for the types of programs we offer and their respective curriculum. 

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Investing Crash Course

  • 90 minute workshop 

  • Sunday, May 2nd

  • 3:30pm to 5pm PST

  • Hosted online through Zoom

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Instructors:

Closed

In Partnership with HTSMW Blog

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Investing Crash Course

  • 90 minute workshop 

  • Sunday, May 30th

  • 3:30pm to 5pm PST

  • Hosted online through Zoom

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Instructors:

In Partnership with HTSMW Blog

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High School Crash Course

  • 90 minute workshop 

  • Sunday, May 16th

  • 2pm to 3:30pm PST

  • Hosted online through Zoom

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Instructors:

In Partnership with Youth Promise

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Investing Crash Course

  • 90 minute workshop 

  • Sunday, June 20th

  • 3:30pm to 5pm PST

  • Hosted online through Zoom

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Instructors:

Closed
 

Past Programs

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