learnfinancewith
For banks and credit unions
Community financial education that leaves a record
Most institutions meet their community-education commitments with brochures and a workshop or two — sincere, scattered, and gone without a trace. We build the other kind: a real curriculum, run as a program, that documents itself as it goes.
What you would actually be offering
An adult track of 18 authored sessions across three courses, written in plain language and held to the same content gates as our K-12 curriculum — reading level enforced by the build, no asserted market benchmarks, every session ending in one concrete action:
Everyday Banking
Your account, its fees, its statements, and its settings — so the bank stops surprising you.
Credit & Growth
What your credit record says, what carrying debt costs, how rebuilding works, and the order growth actually follows.
Small-Business Books
Separate accounts, a four-column ledger, invoices that get paid, and books that are ready for March all year.
The entire track exists in English and in Spanish — not a translated brochure but a parallel edition, held to the same build-enforced reading and content gates, with a structural check proving the two editions differ in words and in nothing else. A community program that cannot speak to a Spanish-speaking household is skipping much of the community it is examined on serving.
Every session carries facilitator notes for a workshop room, so your community team can teach it — read the whole track in English or en español before you talk to us; it is public on purpose.
Why the record matters
US banks are evaluated under the Community Reinvestment Act on how they serve their communities, and financial education is among the activities examiners look at. Here is the sentence a vendor should say and mostly will not: whether any activity receives CRA consideration is the examiner's decision, and nobody can promise it for you. What a program can do is exist, reach people, and document both — a curriculum with named sessions, facilitators with real notes, workshops with dates and attendance, learners with something concrete they did in week one. That is the difference between an activity and an anecdote, and it is the same discipline our school product brings to a district's credit decision: we never award the credit; we make the case documentable.
Three shapes a partnership takes
Run the adult program in your community
Your staff, your branches or partner venues, our curriculum and facilitator materials — workshops that repeat on a calendar instead of happening once.
Sponsor a school district
Personal finance graduation requirements now exist in most states — see your state's — and districts fund the courses that satisfy them. Underwriting a district's adoption puts your institution's name on the most documented financial education a community gets.
Both, as one story
The strongest version: students in the classrooms, their parents and neighbors in the workshops, one curriculum voice across both, and one partner behind it.
If your institution is weighing what community financial education should look like, start by reading what we teach — the adult track and the K-12 curriculum are both public — and then see the platform run. There is also a one-page brief written for the colleague who has to approve it.