Building Financial Capability with FDIC’s Money Smart Curriculum: A Train-the-Trainer Workshop for Financial Professionals

This interactive train-the-trainer webinar will equip CFP® professionals, AFC® professionals, financial counselors, coaches, and nonprofit practitioners with the skills to effectively develop, customize, and facilitate engaging financial education sessions using the Money Smart curriculum. Developed by the Federal Deposit Insurance Corporation, the Money Smart for Adults curriculum is a free, research-informed financial education program designed to help individuals build financial knowledge, confidence, and long-term financial capability.

Participants will explore the curriculum’s resources, learn evidence-based facilitation techniques, and discover practical strategies for delivering financial education that complements pro bono financial planning and coaching. Whether leading workshops in community organizations or preparing clients for one-on-one financial guidance, attendees will leave ready to create meaningful learning experiences that expand access to trusted financial education.