Customized Live Instruction

It’s easy to tailor your customized live instruction to your group’s needs and budget:

  1. Decide if onsite or virtual works best for your group. Onsite classes can accommodate up to 25 people; virtual classes can accommodate up to 40 people.

  2. Select your choice of at least four 90-minute instructor-led classes. ECFS recommends that you include both Personal Finance and Money Management classes within your package as they provide a foundation for your other sessions.

  3. Schedule your date(s) to get your quote. Your payment of that quote in full secures your date(s).

  4. As your scheduled sessions occur, you will receive a Summary Evaluation Report for each session, Individualized Digital Certificates of Completion for each user, one year online access to recording of your virtual sessions, and ongoing social media engagement to reinforce instruction.

Instructor-Led Classes

  • Topics Includes but not limited to:

    • Understanding today’s world financially

    • Budgeting (Wants vs Needs)

  • Topics Includes but not limited to:

    • An understanding of today’s financial world

    • Budgeting

    • Financial Ideas & Influences

  • Topics Includes but not limited to:

    • A Bank’s function

    • Types of Banks

  • Topics Includes but not limited to:

    • What is Credit & a FICO Score?

    • Structures and Basics of Credit

  • Topics Includes but not limited to:

    • Purpose of Taxation

    • Strategies to lower taxes

  • Topics Includes but not limited to:

    • Common Types/ Examples

    • How to Avoid/ Protections

  • Topics Includes but not limited to:

    • Common Types/ Examples

    • Features

  • Topics Includes but not limited to:

    • Fundamentals of Starting a Business

    • Entrepreneur vs Employee

  • Topics Includes but not limited to:

    • Defining Wealth

    • Importance of Goal Setting

  • Topics Includes but not limited to:

    • What is investing?

    • Understanding the basics of investing

  • Topics Includes but not limited to:

    • Basics of Investing

    • Methods of Investing

  • Topics Includes but not limited to:

    • Frugality Explained

    • Stigmas of frugality & how to overcome

  • Topics Includes but not limited to:

    • Resume Building/ Networking

    • Perception/ Dress for Success

  • Topics Includes but not limited to:

    • Tactics

    • Importance of Networking

Coming Late 2023: Enterprise Services

Embed our Personal Finance and Professional Development solutions within your front-end online employee training or benefits platform.

For Midsize and Enterprise Employers, Universities and Schools, Community Based Organizations, and Faith Based Organizations.