The Money Academy
6 week course / 90 minute class time / 2x classes per week
THE CLASS WE ALL WISH WE HAD IN SCHOOL
Are you a personal finance enthusiast and want to take the course you wish was offered back in school? Welcome to the Money Academy, a 6-week live course that covers all aspects of personal finance and investing. We meet twice a week for 90 minutes in a live virtual classroom, completing group activities, joining breakout groups, and working together to achieve our own financial goals.
Spouses, partners, and +1’s are encouraged to join fully as well! You’ll graduate feeling confident about your money, with processes in place to achieve your goals. The syllabus includes defining your financial goals, stock & bond investing, using ETFs, Target Date Funds, and Index Funds to build your portfolio, retirement accounts, taxes made simple, credit scores, and more. No prior money knowledge is required, just a commitment and eagerness to learn.
THINGS TO KNOW
The Money Academy is designed for employees who have a strong interest in improving their financial lives and are willing to commit 4-6 hours per week of their time to do so.
Employers can allocate seats in the Money Academy as part of a performance award, a lottery, or have managers offer seats to their top performers. Since similar courses in the consumer sector run $1,000-$1,500 per person, seats are usually coveted. (Similar to sending a top performer to a well-recognized leadership, sales, or off-site training program.)
Cohorts could be divided by company function, or mixed all together throughout the year.
Approval from the employee’s manager is required, as some classes will be during the workday.
The course includes “homework” between sessions and small-group breakouts during class time. Students (and their managers!) will receive feedback along the way on their participation.
Rob will post all course materials to an industry-leading teaching platform, Thinkific, to facilitate learning and group discussion.
This is a virtual class held LIVE. It is not a self-guided, pre-recorded class. All the studies show that greater learning happens when done simultaneously with peers.
THE SYLLABUS
The framework for this class has been distilled down and refined from my experience teaching a 3-credit Personal Financial Planning class at the U.S. Coast Guard Academy and a Personal Financial Management class at UC Berkeley. Classes are 90-minutes each and are held Tuesday & Thursday for 6-weeks, with two optional Saturday workshops. Graduates from this class become evangelists for the company’s Financial Wellness program and help spread the knowledge to other employees.
