Financial Education
About
We provide financial education and professional development training with an emphasis on providing strategies for achieving goals despite obstacles (e.g., busy schedules, suboptimal income, -isms, procrastin-itis). Our curricula are designed to be immediately applicable to participants’ lives.
We offer a variety of presentation formats from single-topic, small group discussions to multi-day workshops for large groups. We present on-site and on-line in five languages (i.e., English, Spanish, French, Mandarin, and Cantonese). Need another language? Let us know!
Post-presentation coaching can be added to assist participants as they apply strategies learned to their lives.
Testimonials
Past Topics and Workshops
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We deliver presentations in English, Spanish, French, Mandarin, and Cantonese. | |
Each package includes:
- A pre-planning session with your Sole Strivers instructor;
- A program customized for your audiences;
- On-time, high-quality delivery of the program in the desired languages;
- Tools to help participants apply personal finance skills and strategies to their own goals;
- In-class exercises and templates for use after class
- Information about helpful community-based and online resources; and
- Follow-up sessions and on-site coaching if requested.
Testimonials
Special Programs
Train-the-Trainer programs
Tell us about your trainers and the audiences they serve and we will produce training and coaching programs that are easy to understand and deliver.
Financial Fitness Series
Tell us about your audience and your goals for your audience and we will create a customized, multi-workshop program that helps you and your audience reach the goals identified for each group.
Financial Literacy Series
Do you have an audience who are experiencing financial transitions (e.g., college students, public housing residents, workforce development program participants, new homeowners)? Let’s create an education series for them that triples their chances of succeeding in their endeavors. Click here to learn more.