Financial Education: Financial Wellness

Financial Fitness Self-Assessment

There are 10 Financial Fundamentals to good financial health. Use our Financial Fitness Self-Assessment to rate how you are doing. Determine your goals and priorities when it comes to your financial wellness. 

Learning Modules

Learn more about the key products, services, and benefits of credit unions.

Learn strategies, tips, and tools to stick to your budget and achieve your financial goals.

Resource Articles

Learn how an emergency fund can help prepare you for the unexpected.

Learn financial literacy and how to take control of your financial situation.

Not Sure Where to Start? 

The Financial Wellness Toolkit provides you with everything you need to understand and take control of your finances.

Common Money Beliefs

Get to know your beliefs that influence your financial decision-making.

Take a quiz and identify your money persona.

7 Co-operative Principles

Learn the history and guiding principles that make credit unions unique.

Learn the 7 co-operative principles that shape the credit union experience.