FINANCIAL EDUCATION CENTER

Tell me something I don't know.

Let’s learn something new. Our Financial Education Center is full of helpful how-to videos, financial counseling resources, and quick education courses designed to help you grow your financial savvy one step at a time.

FINANCIAL EDUCATION CENTER

Tell me something I don't know.

Let’s learn something new. Our Financial Education Center is full of helpful how-to videos, financial counseling resources, and quick education courses designed to help you grow your financial savvy one step at a time.

Jump to a section:

How-To Video
Tutorials

Quick and easy video tutorials for digital services and more.

Financial Education
Courses

Fast lessons on financial topics, concepts, and strategies.

Meet a Financial
Coach

Schedule an appointment to talk money with a pro.

EVENTS

Find an upcoming workshop.

VIDEO TUTORIAL

Making good credit a financial resolution – Let’s Talk

VIDEO TUTORIAL

Making good credit a financial resolution – Let’s Talk

FINANCIAL EDUCATION COURSES

Grow your financial know-how.

Complete quick lessons on any topic to grow into a financial pro—from learning about different account types to understanding broader financial concepts and strategies.

FINANCIAL EDUCATION COURSES

Grow your financial know-how.

Complete quick lessons on any topic to grow into a financial pro—from learning about different account types to understanding broader financial concepts and strategies.

What do you want to explore?

Saving for the Future

Learn how to be more financially prepared in the years ahead.

Building Financial Health

Learn how to manage your money and avoid financial dangers.

Growing Your Small Business

Learn more about what it takes for your small business to thrive.

Home Owning 101

Explore the benefits and costs of buying and owning a home.

Preparing for Retirement

Learn how you should prepare for an eventual retirement.

Financial Fundamentals

Understand the basics of some key financial concepts.

VIDEO TUTORIAL

How to avoid credit card debt – Let’s Talk

VIDEO TUTORIAL

How to avoid credit card debt – Let’s Talk

From Our Blog

FINANCIAL COUNSELING

Need help navigating your financial goals?

Meet with an expert! Financial coaches are certified pros who help guide members to make smart financial decisions. Because let’s face it—our financial lives can be full of stress. And that stress in turn impacts our overall health and wellness.

Here’s what we can do together:

  • Create strategies to reduce debt
  • Make plans for long-term savings goals, such as home buying or retirement
  • Direct you to the right financial services
  • Refer you to other resources within our community network

Send Teresa an email to schedule a free appointment to chat.

Headshot of Teresa Wheeler

Teresa Wheeler

Certified Credit Union Financial Coach
FinancialCoaching@columbiacu.org

FINANCIAL COUNSELING

Need help navigating your financial goals?

Meet with an expert! Financial coaches are certified pros who help guide members to make smart financial decisions. Because let’s face it—our financial lives can be full of stress. And that stress in turn impacts our overall health and wellness.

Here’s what we can do together:

  • Create strategies to reduce debt
  • Make plans for long-term savings goals, such as home buying or retirement
  • Direct you to the right financial services
  • Refer you to other resources within our community network

Send Teresa an email to schedule a free appointment to chat.

Headshot of Teresa Wheeler

Teresa Wheeler

Certified Credit Union Financial Coach
FinancialCoaching@columbiacu.org

Make an appointment:

We often learn about how to deal with finances from our family or friends. Talking with an expert can help. Complete the form to schedule an appointment.

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