Family gathered around computer learning about financial wellness

Financial Education

Financial Education is the First Step to Financial Wellness  

Enter Freedom's Financial Education Center

Freedom is pleased to offer our new Financial Education Center.

These free, online modules are self-paced and interactive, and cover key financial concepts such as saving, investing, credit scores, mortgages, paying for college, investments and identity protection.

Learning Modules

The modules are 2–7 minutes long, are mobile and tablet accessible, and are available in both English and Spanish.

Many modules feature Action Plans with budgeting and planning tools to reinforce positive behavior and help you take positive steps toward better financial health.

  • Bill Pay

    Financial Foundations for Members

    Benefits of a Credit  Union
    Car Loans
    Checking  Accounts
    Credit  Cards
    Mobile and Online Banking
    Prepaid Cards
    Preventing Overdraft Fees
    Why You Should Pay More Than the Minimum Balance on Your Credit Card

  • More Control

    Building Financial Capability

    Budgeting for Families
    Creating a Budget
    Credit Scores and  Reports
    Debt Management
    Family Conversations about Money
    Healthy Financial Habits
    Identity  Protection
    Set Your Calendar Every Year for Good Financial Health
    Taxes: The Basics

  • Savings Account

    Investing in Your Future

    529 Plans
    Article: Managing Volatile Income
    Building Emergency Savings
    Certificates of Deposit
    Health Savings Accounts
    Mindful Living
    Paying for College
    Savings Accounts
    Shopping for Insurance
    Sustainable Investing

  • Considering Home Ownership

    Owning a Home

    Buying a Home
    Considering Homeownership
    Investment Property
    Mortgage Relief
    Reverse Mortgages
    Should I Refinance My Mortgage?

  • Local Non-Profits

    Financial Caregiving

    Becoming a Financial Caregiver
    Expectations of a Financial Caregiver
    Planning for a Financial Caregiver
    Preventing Elder Financial Abuse
    Reporting Elder Financial Abuse

  • Planning for Retirement

    Preparing For Retirement

    401(k) Plans
    Article: Maximizing Retirement Savings
    Estate Planning
    FIRE Lifestyle
    Individual Retirement Accounts (IRAs)
    Planning for Retirement
    Wealth Transfer
    When to Collect Social Security

  • Investment Property

    Small Business Essentials

    Developing a Business Plan
    Financial Wellbeing for Entrepreneurs
    How Businesses Obtain Credit
    How Businesses Use Credit
    Small Business Banking Services
    Small Business Financial Statements

  • Calculator


    Find useful calculators throughout these modules or click the icon to visit Freedom’s Calculators

We know that navigating your finances can be challenging, and we are committed to providing you with resources to help manage your financial future.