Approachable, unbiased lessons on personal finance

Developed by industry experts, FinancialFit offers an engaging online financial literacy program with interactive lessons designed to build personal finance skills. Learners build confidence in managing money and making informed financial decisions through a mix of storytelling, video, visuals and engaging activities. Designed for all digital skill levels, the platform features a clean, mobile-friendly interface, clearly organized content, and built-in assessments that reinforce key concepts — no prior financial knowledge required.

Learner-Centered Content and Tools

FinancialFit offers a variety of features designed to help learners build and retain personal finance skills at their own pace:

  • Microlessons: A growing library of more than 150 easy-to-understand microlessons that can be completed in under five minutes each
  • Interactive Lessons and Videos: Engaging formats that support diverse learning styles
  • Worksheets, Checklists and Calculators: Practical tools to reinforce concepts
  • Assessments with Smart Study Plans: Each module concludes with a scored assessment that offers a personalized study plan, linking learners to the specific microlessons they need to review
  • Standards-Aligned, Interactive Questions: All assessments are aligned to the National Standards for Personal Financial Education and include a variety of question formats — multiple choice, drag-and-drop, fill-in-the-blank and more
  • Glossary: Definitions of more than 650 financial terms to support understanding

User Experience and Navigation

The FinancialFit platform makes it easy for learners to stay organized and motivated:

  • Progress Tracking: Learners who create a user account can monitor their progress at both the microlesson and module level
  • Expanded Dashboard: A clear view of each assessment’s status — in progress, passed or needs review — keeps learners informed
  • Streamlined Navigation: An intuitive layout makes it simple to move through lessons and modules
  • Mobile-First Design: Optimized for learning on-the-go, on any device

Spanish Translation Add-On

  • All translated content vetted by Spanish-language subject-matter experts for accuracy and precision
  • Easy toggling between English and Spanish
  • Spanish captions for videos
  • Keyword search in Spanish
  • Interactive worksheets, checklists and calculators translated and vetted in Spanish

Libraries can provide direct links that default to the Spanish-language version. Administrators also have access to usage data by language.

Sample Topics

  • Assessing Financial Needs
  • Building Credit
  • Buying/Renting a Home
  • Choosing a Credit Card
  • Getting a Car
  • Living with Roommates
  • Managing Credit Cards
  • Managing Debt
  • Managing Family Finances
  • Marriage and Partnership
  • Monthly Budgeting
  • Mortgages
  • Paying for Higher Education
  • Planning for Emergencies
  • Planning for Major Purchases
  • Setting up a Joint Household
  • Setting up Bank Accounts
  • Starting Work Life
  • Understanding Taxes
  • And more!
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FinancialFit stands out by providing accurate, engaging personal financial literacy information relevant to young adults and/or those in the earlier stages of their financial journey.

Katina Magazine, 2025