All programs & courses are customizable to meet the needs of the learner.

Regardless of the program selected (youth level or adult/employee level), the first step toward successful implementation begins with a needs assessment questionnaire. This brief survey allows participants to share their current level of financial knowledge, interests, and goals.

Once the questionnaires are complete, the data is carefully analyzed to identify key learning priorities and knowledge gaps. A comprehensive summary of these findings is then provided to the employer, along with customized recommendations for:

Relevant program topics and learning objectives

Ideal number and frequency of sessions

Delivery format (virtual, in-person, or hybrid)

This data-driven approach ensures that every program is tailored to meet the specific needs of the learners and the organization, resulting in higher engagement, better retention, and measurable impact. At the completion of the program the survey will be repeated to reflect impact.