Peak Financial Core Curriculum
Modules available in the following preconfigured Course
or configured for your needs. Some of the following modules are used
in other Courses.
Introduction: How This Works
Financial Pre-Survey
What is Net Worth?
Live Within Your Means
Needs vs. Wants: Living Within Your Means
Decide Spending Consciously: Needs, Wants, and Saving
Checks, Banking and Cash Flow
Understanding and Using Personal Checks
Understanding and Using Your Checking Account
Understanding and Using Bank Statements
Checking Account Exercises
Interest, Credit and Loans
Discover Interest Basics
Intro to Credit and Types of Credit
Credit Reports and Credit Reporting Agencies
Explore Various Loan and Credit Options
Underwriting and What It Means to You