On this page you will find brief summaries of the the Core Workshops, Elective Workshops, and E-Learning Modules specifically developed for Money Matters. These resources were designed to empower staff to better support the burgeoning financial literacy needs of patrons. To access the curriculum, the leader's guides for replicating training sessions, and handout materials click on the links below.

    The materials and references found on the subsequent pages can be utilized to recreate workshops locally or can be adapted more informally for various uses in your non-profit organization. 

This workshop will cover the financial planning process and focus on the importance of building a relationship with financial institutions as a means of building and protecting personal finances.

Participants will learn about the concepts of secured and unsecured credit, the 3C’s of creditworthiness, the costs associated with credit use, the financial impact of making minimum payments, and credit card rule changes.     

Deciding when to retire and calculating retirement financial needs are the focus of this workshop.

This workshop will build on the topics covered  in Credit 1 as well as cover debt management, home equity, the “snowball method”, and bankruptcy. Additionally, participants will compare renting/leasing and buying.

The Investing 1 Workshop covers ways for individuals and families to find money to invest and to recognize and assess their risk tolerance levels.

The Investing 2 Workshop covers tax-deferred investing, investing professionals, and advanced concepts such as investment vehicles.

Identity Theft

The workshop provides a better understanding of how identity theft happens and what individuals can do to protect themselves to avoid ID theft and actions they can take if they become a victim.

Paying for College

The Paying for College Workshop identifies means of calculating the costs of college, resources for funding college, and tips to begin saving for it. 


The Insurance Workshop emphasizes understanding insurance as risk management and explains how to avoid insurance fraud.

Income Taxes

This workshop offers an overview of basic income tax terminology, income tax credits, and the resources needed to file income taxes.

Living on the Financial Edge

Topics in this workshop include strategies for taking control of personal finances, recognizing financial danger signals, and what to do when you lose your job. 


This interactive E-Learning Module focuses on the major concepts around banking, such as technical terms and managing personal finances.

The Credit E-Learning Module is a tutorial covering new credit services, federal consumer protection laws, and managing debt.

The Financial Frauds online e-module gives an overview of various types of fraud and  tips on how to avoid becoming a victim of as a consumer.

Each year thousands of people have their identity stolen. This online tutorial provides an overview of how identity theft happens and what individuals can do to protect themselves.

By using the Income Taxes E-Learning Module participants will gain insight into basic tax terminology as well as learn the difference between taxable and non-taxable income.

Living on the Financial Edge E-Learning

Tough economic times can result in individuals living paycheck-to-paycheck and on the financial edge. This online tutorial can be a guide to finding solutions, covering topics such as managing a financial crisis and finding assistance with health insurance.

Basic Investing E-Learning

This e-learning module gives an overview of basic investing, reviewing compound interest, risk levels of investing, and where individuals can find money to invest. 

Paying for College E-Learning

This engaging tutorial covers methods for selecting a school and funding options. Additionally, military benefits,financial aid frauds, and establishing realistic expectations are reviewed. 

Retirement E-Learning

In the Retirement E-Learning Module topics covered include the Time Value of Money, types of retirement accounts, and catch-up strategies for late savers. 

Insurance E-Learning

The Insurance E-Learning Module identifies risk management strategies, Medicaid, Medicare, and disability insurance. 

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