Participate consistently
Attend the scheduled sessions, take part in peer learning, and let the program team know when an absence is unavoidable.
Program Format
Twelve facilitated sessions move through financial foundations, financial stability, and financial growth and independence. Delivery may be in person, virtual, or hybrid depending on the approved cohort.
Schedules, locations, delivery formats, and cohort capacity are confirmed individually for each program offering. No public cohort is currently confirmed. Register your interest to receive updates when details are approved.
Register Your InterestPilot delivery
Participant expectations
Attend the scheduled sessions, take part in peer learning, and let the program team know when an absence is unavoidable.
Complete practical take-home assignments using your own goals and circumstances. Personal financial figures are not shared with the group.
Complete brief pre-program and post-program assessments so the pilot can evaluate changes in knowledge and confidence.
Finish with a personal 90-day financial action plan and the option to attend quarterly follow-up sessions for up to one year.
See each session’s learning objectives, activities, materials, and take-home assignment.