Financial Education Center

Here at Valley Oak, we are rooted in your everyday growth. That's why we are thrilled to offer you a new financial education center. It is a free online, self-paced series of interactive modules that cover key financial concepts such as saving, investing, credit scores, mortgages, and identity protection.

These short, interactive learning experiences will help prepare you with the skills to manage your finances and plan for the future! Many modules also feature Action Plans with budgeting and planning tools to reinforce positive behavior and help you take positive steps toward better financial health.

The learning experience was specifically designed for your busy lifestyle. It is mobile and tablet accessible, available in both English and Spanish, and each module is only 2 -7 minutes in length.

Financial Basics

Are you stressed about money? Don't worry - you're not alone and help is available! This program will help you understand key financial concepts and make better decisions related to managing your money.

Paying for College

Paying for education can seem expensive and overwhelming. But don't worry - you're not in it alone! This program will help you understand the costs associated with financing an education and navigate the application and repayment process.

Major Life Transactions

Life is full of big decisions, and it can feel overwhelming at times! This program will equip you to better manage some major financial decisions that may come your way.

Planning for Retirement

Are you prepared for retirement? This program will help you plan today for the life you want in retirement. Explore important financial planning topics like investment strategies, estate planning, and social security so you can have a comfortable retirement.