MAINTAINING CREDIT HEALTH

Customer-Facing Financial Education

Our financial education course on maintaining credit health will help your customers gain a solid understanding of financial planning and give them the knowledge and skills needed to navigate significant life events and their financial implications.

Making informed financial decisions is crucial through major life events such as starting a family, buying a home, planning for retirement, or other events that have an adverse effect on your expenses, income, or well-being. This education provides customers with valuable insights, resources, and tools to effectively manage their finances through life’s key milestones, to maintain credit health in the long term.
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For Customers:

Demonstrate good stewardship in the industry and encourage smart financial decisions for borrowers.

1. Timing

The course will take your customers just 10 minutes to complete.

2. Branding

Fully branded with your logo, links on your website and optional text/email communications.

3. Resources

Certificate of completion, interactive budgeting tools, additional online resources.

4. Compliance

Supports adherence with latest industry expectations and best practices (e.g., offering financial literacy for new loans in Florida).

5. Course Scope

  • Credit types
  • Credit scores
  • Budgeting
  • Saving
  • Identity theft
  • Credit reports
  • Impact of life events
  • Maintaining credit health

25%

of americans say they don't have anyone they can ask for trusted financial guidance.

-Annuity.org

What Customers Will Learn

By the end of this course, your customers will understand:
  • The types of credit available
  • Credit scores and the factors used to make up a credit score
  • Financial stresses that happen during key life events and the impact of them on credit health
  • How to improve their credit health and credit score
  • How to create and stick to a budget
  • How to obtain, review, and dispute their credit report and protect against identity theft

What Customers Receive

At the end of this course, your customers will get:

Certificate

A certificate for demonstrating they have a clear understanding of the educational materials through successful knowledge check completions.

Budgeting Tool

A budgeting tool to complete immediately following the course, which will aid in proactive management of the customers’ credit health and financial goals.

Resources

A suite of resources to aid continuous learning about each life event, and online access to supporting resources specific to each life event.