Financial Education

We provide financial education and professional development training with an emphasis on providing strategies for achieving goals despite obstacles (e.g., busy schedules, suboptimal income, -isms, procrastin-itis). Our curricula are designed to be immediately applicable to participants’ lives. 

We offer a variety of presentation formats from single-topic, small group discussions to multi-day workshops for large groups. We present on-site and on-line in five languages (i.e., English, Spanish, French, Mandarin, and Cantonese). Need another language? Let us know!

Post-presentation coaching can be added to assist participants as they apply strategies learned to their lives. 

Past Topics and Workshops

Topics:

  • Life and career planning

  • Budgeting

  • Managing credit

  • Career strategy

  • Investing

  • Financial Planning

  • Family Financial Literacy

Workshop Titles:

  • Make Your Dreams Happen!

  • Where Did My Money Go?

  • Debt Free in 2022!

  • Career: Sharp Skills, Strong Brand, Wide Network

  • What is a Stock?

  • Easy Financial Planning

  • Helping Kids Become Wealthy

We deliver presentations in English, Spanish, French, Mandarin, and Cantonese.

Each package includes:

  • A pre-planning session with your Sole Strivers instructor; 

  • A program customized for your audiences;

  • On-time, high-quality delivery of the program in the desired languages;

  • Tools to help participants  apply personal finance skills and strategies to their own goals;

  • In-class exercises and templates for use after class

  • Information about helpful community-based and online resources; and 

  • Follow-up sessions and on-site coaching if requested.

Client Testimonials

  • “I highly recommend Sole Strivers Financial Fitness. They have always been well prepared and exceeded our expectations by delivering quality programs designed specifically for our ever-growing population of learners of limited English proficiency.”

    Michelle Brown-Johnston, Library Literacy Center Manager, Elmhurst Adult Learning Center

  • “…nurturing, talented and well-versed instructors… has my highest recommendation.”

    Kelly Yim, The New York Public Library, Adult Programming Specialist

  • “…I find myself wanting to say ‘Thank you’ to Sole Strivers and the mere words don’t seem to express the depth of my gratitude. You’ve been the catalyst in changing my life on a personal, professional and financial level.”

    HR Executive, Coaching Client

  • “This was a great presentation. Clear, concise and tailored to the audience.”

    S. F., audience member

  • “This course is better than what my professor taught me during my college years!”

    Blondie Trent, audience member

  • “…well versed in the needs of our organization; excellent class materials.”

    Vangeli Kaseluris, Vice President and Director of Education, Theatrical Wardrobe Union Local 764

  • “…highly effective, easy-to-comprehend language…”

    Michelle Brown-Johnston, Library Literacy Center Manager, Elmhurst Adult Learning Center 

  • “Very easy to understand. Great slides.”

    Alla Gayduk

Special Programs

Train-the-Trainer programs

Tell us about your trainers and the audiences they serve and we will produce training and coaching programs that are easy to understand and deliver. 

Financial Fitness Series

Tell us about your audience and your goals for your audience and we will create a customized, multi-workshop program that helps you and your audience reach the goals identified for each group. 

Financial Literacy Series

Do you have an audience who are experiencing financial transitions (e.g., college students, public housing residents, workforce development program participants, new homeowners)? Let’s create an education series for them that triples their chances of succeeding in their endeavors. Click here to learn more.

Notable Clients

Not sure which program is right for you?

Book a discovery call today, and let’s find the best training solution for your needs!