Consider your financial health

For many people, finances can be overwhelming. There are a lot of terms to understand and having a strong basis in financial literacy can help you progress into the more complex topics. This session will set the foundation for the importance of financial literacy by introducing the topics and skills needed to manage your money prudently.

The Introduction to Financial Literacy course will help you clarify what financial literacy is, analyze the components of financial literacy, and then act on learning more about the different aspects of financial literacy!

As a part of the Commonwealth Leadership Alliance Core Six™ curriculum, this course will cover the components of Decision-Making and Financial Literacy.

  • Define financial literacy
  • Examine the role financial literacy plays in personal and professional success
  • Determine your MoneySmarts U Score
  • Introduce each of the Financial Literacy certificate topics

Course curriculum

    1. Financial Literacy Certificate Participant Manual

    2. What is Financial Literacy

    3. MoneySmarts U Quiz

    1. Financial Management

    2. Financial Decision-Making

    3. Personal Taxes

    4. Financial Planning

    1. Reflection

    2. Supplemental Resources

    3. Continue the Conversation

About this course

  • 10 lessons

Course Contributors

Senen Garcia

Managing Attorney

Senen is an experienced Business Attorney/Accountant with a demonstrated history of working small and medium sized businesses. He is skilled in various Commercial transactions, Litigation, Income Tax, and Property and Casualty, as well as has strong interpersonal skills coupled with a Juris Doctorate and MBA.

Hernan Mayol

Export Finance Manager, Office of International Trade

Hernan is a global leader with over 25 years experience in Financial Services, Strategy, and Business Development focused on Trade and Working Capital Solutions, Global Payments, Structured Trade Finance, Risk Mitigation, Alternative Investments and Innovation in the Banking industry.