Financial Wellness Curriculum
In partnership with the City of San Diego we are launching a 6-Month Financial Wellness Curriculum designed to benefit the people served by local nonprofit organizations.
Overview
Through monthly interactive webinars and expert guidance, community members will learn practical strategies to improve personal financial resources, plan for the future, and expand financial independence.
This initiative supports the City's commitment to economic equity and community resilience, especially in neighborhoods that have historically faced barriers to opportunity.
Program Goals
- Increase Personal Financial Literacy among non-profit leaders, staff, and the communities they serve.
- Promote Sustainable Practices through budgeting, debt management, and savings strategies.
- Strengthen Organizational Capacity to provide financial information and resources to their communities.
- Foster Community Collaboration by creating a cohort-based learning environment.
Curriculum Structure
Month 1: Banking 101 – Understanding the Financial System
January 26, 2026 at 10:30AM
- How banks and credit unions operate
- Types of accounts and transactions
- Choosing the right financial institution
Month 2: Budgeting 101 – Planning with Purpose
February 23, 2026 at 10:30AM
- Identifying income and expenses
- Setting financial goals
- Creating a flexible financial plan
Month 3: Good Habits to Being Debt-Free
March 23, 2026 at 10:30AM
- Understanding good vs. bad debt
- Borrowing responsibly
- Strategies for reducing and avoiding debt
Month 4: All About Credit – Your Financial Reputation
April 27, 2026 at 10:30AM
- Credit reports, scores, and history
- How credit scores are calculated
- Steps to build or repair credit
Month 5: Savvy Savings – A Smarter Way to Secure Your Future
May 18, 2026 at 10:30AM
- Plan ahead for regular bills, emergencies, and big purchases
- Save for the future, including retirement and long-term goals
- Use easy steps to build a habit of saving and reaching your goals
Month 6: Emotional Spending & Reducing Expenses
June 22, 2026 at 10:30AM
- Identifying emotional spending triggers
- Learn how to reduce expenses and tell the difference between wants and needs
- Discover easy ways to lower your monthly expenses without sacrificing what you enjoy
Contact Us
Have questions? Want more information? We’re more than happy to get in touch.
Serving anyone who lives or works in San Diego, Riverside, Orange, Los Angeles, Ventura, Imperial, or San Bernardino counties.