Financial Education For The People
Give the gift of Financial Literacy
The Financial Dad—Making Financial Education Accessible & Understandable for High School and College Students & Credit Union Members
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Who We Serve
High Schools
Colleges
Credit Unions
The Future of Financial Literacy
How do we equip the next generation with the information that is vital to their financial future?
The Need For Financial Literacy
According to Forbes, only 24% of young people understand basic financial principles.
Our Commitment
The Financial Dad delivers a financial literacy curriculum to the next generation (whether it's your students or credit union members) while staying committed to the mantra, "not another boring lecture".
We know that people today desire to learn information in a more relatable, palatable way.
Podcasts, youtube videos and interviews have been our inspiration to deliver financial information in the most exciting, educational way.
The Financial Dad fills the gap in education by providing secondary, undergraduate and graduate programs access to our curriculum, without needing to hire another professor.
We also boost member benefits for Credit Unions by giving their members access to our curriculum instead of needing to create content in-house.
Founded by CERTIFIED FINANCIAL PLANNER®, Tim Smith and his family in 2022
The Financial Dad was born after Tim was discussing college education and financial literacy with his children.
He realized there was a big gap in the education space for young people, especially his own children, to understand budgeting, 401k, saving money, investment strategies and more.
Together with his 2 daughters, he decided to transpose his 35+ year career in financial services to create a comprehensive program for young adults, students and millennials.
After surveying thousands of students, we found that most students learn from podcasts, videos and interview content these days.
The Financial Dad was born to bridge the gap in financial literacy education by providing content the way people actually want to learn.
Services
Financial Literacy Curriculum for Schools & Colleges
Instant problem solved. You don't need to develop a curriculum, you just need to plug into our online video programs.
You can offer the adult level programs for your alumni as part of a long-term engagement strategy.Colleges, private secondary schools and businesses can create a competitive advantage in recruiting by offering personal financial education, a very needed (but rarely provided) education benefit. You don't need to hire an adjunct or pay a professor. No employee costs or headaches. You don't have to worry about updating the curriculum. We take care of that.
Financial Literacy Curriculum for Credit Unions
Credit Unions have one goal in mind—to provide the best possible experience for their members. Credit Unions are already catching on to the trend of wanting to give their members access to unique opportunities to strengthen their financial literacy, financial planning, insurance industry knowledge and more.
If you're looking to add value for your members in the form of a pre-designed financial literacy curriculum and don't want the headache of producing the content in house, let's talk about partnership.
Personal Finance Course
We've made our financial literacy curriculum also available to the public. Are you a young adult, millennial or someone who even in your 30's never had access to any financial literacy curriculum? It includes 22 video/audio modules, worksheets and study guides.
FREE Inflation Survival Guide
Gain access to the Survival Guide (feel free to share with friends or family), a podcast/masterclass episode on navigating 21st century inflation and a bonus budgeting template.
TESTIMONIALS
CUSTOMER REVIEWS
The Financial Dad turns what you would think are incredibly complicated concepts into feasible tasks. I never thought anything tax-related would be simple, but they break it down to the point where even if it’s your first time hearing the words, you can really understand the topics.
Liam S, Rutgers University—New Brunswick
I have truly found that The Financial Dad breaks down financial concepts in a way that I can comprehend and apply to my current financial situations as a college student and part-time worker. As someone who is nearing my first full-time job search and my first experience of financial independence, The Financial Dad provides easy-to-learn information on vital concepts for this crucial time in my life.
Delaney S, Boston College
FAQS
How do I get your financial literacy curriculum in my school?
Start by booking a call with founder and CERTIFIED FINANCIAL PLANNER™, Tim Smith. Let's talk through your financial literacy goals for your student body and see if our curriculum offers a value-add to your school.
How do I get your financial literacy curriculum available for the members of our Credit Union?
First let's set up a phone call to discuss your needs and the goals of the C.U. We will show you a demo of the product on the call.
Who should purchase the financial curriculum for personal use?
This curriculum is great if you're no longer a student but would like to expand your financial knowledge yourself. You might be thinking about purchasing a home, wanting to avoid credit card debt and beginning to think about investment strategies.
