FINANCIAL EDUCATION
WealthInAssets makes personal finance easier to understand through practical financial education designed to help individuals and families develop stronger financial knowledge, healthier money habits, and greater confidence around money.
Education • Knowledge • Confidence • Financial Wellbeing
WHY FINANCIAL EDUCATION MATTERS
Financial education is more than knowing financial terms. It is about understanding how money works, developing healthier financial habits, asking better questions, and becoming more confident when navigating everyday financial decisions.
WealthInAssets creates educational experiences and resources that make financial concepts practical, understandable, and relevant to real life.
WHAT YOU'LL LEARN
Explore the beliefs, behaviors, and habits that shape how you think about and interact with money.
Understand budgeting, spending, cash flow, and practical approaches to managing money.
Explore the role of saving and develop healthier habits that support greater financial organization.
Build your understanding of debt, credit, borrowing, and responsible financial habits.
Develop an educational understanding of investing concepts, asset classes, risk, and investment principles.
Learn how to think about financial goals, priorities, planning, and financial decision-making.
Explore practical ways to introduce financial concepts to children, teenagers, and families.
Explore more advanced areas of financial knowledge for learners who already have a stronger foundation.
FIND YOUR PATH
Financial education isn’t one-size-fits-all. Whether you’re starting from scratch, strengthening your financial foundation, learning as a family, or ready to explore more advanced concepts, WealthInAssets has a learning path for you. Choose where you are today and discover the best way to keep learning.
FOUNDATION
Start with the fundamentals of personal finance, money mindset, budgeting, saving, and developing healthier financial habits.
Best for: People with little or no previous financial education.
FEATURED RESOURCE
The Mindset of Money – A Starter’s Guide to Financial Freedom
DEVELOPING
Build on the fundamentals and develop a deeper understanding of money management, debt, credit, investing concepts, financial decision-making, and other areas of personal finance.
Best for: People who understand the basics but want to strengthen and expand their financial knowledge.
RECOMMENDED EXPERIENCE
Developing-Level Cohorts & Educational Resources
FAMILY
Build financial knowledge across generations with age-appropriate resources designed to help children, teenagers, parents, and families learn about money together.
CHILDREN – AGES 7-12
A guide for children with an activity workbook included.
TEENS – AGES 13-17
Financial education for teenagers with workbook included.
PARENTS & FAMILIES
For parents, children of all ages, and families, with an interactive digital toolkit included.
FAMILY BUNDLE
Bring the family learning journey together with all three resources in one package at a lower bundled price.
ADVANCED
Ready to move beyond the fundamentals? Explore more advanced financial education for individuals with a stronger foundation who want to deepen their understanding of financial concepts, asset classes, and risk.
Best for: Semi-advanced to expert learners with a stronger level of financial knowledge and understanding.
FEATURE
The Asset Strategist – for seasoned learners exploring more complex financial concepts and risk considerations
