Program Overview

About the Program

The Check and Balance program is a money management program designed for individuals who have been mandated to take money management classes, as well as those seeking research-based money management information.

Topics Covered

The Check and Balance program helps participants make proper financial decisions by covering important money management topics, including:

• Balancing & Reconciling
  • Learn how to compare the balances of financial documents to ensure that all accounts are accurate.
• Credit Reporting & Scores
  • Understand the importance of and how credit reports and scores can affect finances.
• Money Management Basics
  • Prepare for the future by learning how to manage money by keeping records, developing budgets, and more.
• Money Management Tools
  • Use special tools to help set financial goals and manage funds.
• Pennies Make Dollars (Savings)
  • Learn the importance of knowing where and when to save money.
• Risk Management (Insurance)
  • Identifying risks and making sound choices is crucial for money management. Learn which insurances are worth the investment and which ones are not.
• Tracking
  • Keeping tabs on financial inflows and outflows is a simple trick to money management.
• Using Credit
  • Borrowing money is a risky, yet important way to create a financial future.