USPFCE
- Economic Empowerment Project
- Ordering, Testing & Support
- U.S. Entrepreneurship Certification Examination
- U.S. Personal Finance Certification Examination
- Entrepreneurship Institute--Middle/High School
- Entrepreneurship Institute--Adult Ed
- Personal Finance Institute--Middle/High School
- Personal Finance Institute--Adult Ed
- Contact
National Online Personal Finance Institute
for Middle School and High School Teachers
PART A:
Sept 2 – Oct 31, 2025
25 Hours of Professional Development (8 Weeks)
PART A TOPICS
Economic Decision-Making Skills
Money Values
Financial Goal Setting
Earning Income
Human Capital
Taxes
Budgeting
Reducing Expenses
Spending Decisions
Saving
Banking
PART B:
Jan 19 – Mar 20, 2026
20 Hours of Professional Development (7 Weeks)
PART B TOPICS
Credit
Borrowing & Debt
Bankruptcy
Scams
Identity Theft
Payday Lending
Insurance
Investing
Retirement
Paying for College
Consumer Rights & Responsibilities
3 Zoom Classes
7:00-9:00pm ET
Sept 2, Oct 20, Mar 9
Class recordings are also available
Teachers Learn
Personal Finance Content
via a Curated Collection
of 450+ Resources
Classroom-Ready Resources
Create a
Standalone Course
in Personal Finance
Real-world
Instructional Context for
Integration into
Other Subjects
Zoom breakout groups
for national networking,
collaboration,
resource sharing, and lesson planning
Empower students to become better money managers for a more prosperous future!
Learning personal finance content and pedagogy is typically not part of teacher licensure programs. Therefore, teachers often do not understand personal finance concepts and skills (e.g., how insurance works, investing for retirement, calculating taxes, etc.), much less have a multimedia toolkit of accessible instructional resources to engage students.
The overarching goal of this online Institute is to streamline teachers’ learning of personal finance content by reviewing classroom-ready curricula and resources, including lessons, videos, infographics, PPT slides, simulations, games, etc. That is, personal finance content and instructional strategies are learned simultaneously to reduce instructional preparation time. Vetted by 23 years of experience, this professionally curated, multimedia collection of 450+ resources features the greatest hits in personal finance education. Basic economic concepts and reasoning skills are used as a lens for making more informed and empowered financial decisions. Resources geared toward students in Title I schools included.
This experiential learning Institute is extremely flexible and accessible to teachers from a variety of disciplinary backgrounds and easily customizable for different learning formats, including real-world contextualized instruction in core academic subjects, standalone semester courses, community workshops, one-on-one counseling sessions, etc. Online modules are self-paced with practical, applied, and reflective assignments that can be reused with students. Live Zoom classes feature breakout groups for state and national networking, collaboration, and resource sharing.
The Institute is aligned with the National Standards for Personal Finance Education by the Jump$tart Coalition and Council on Economic Education; National Standards for Adult Financial Education by the Institute for Financial Literacy; Money Principles for All Americans by the Financial Literacy and Education Commission; and, Career & Technical Education (CTE) personal finance competencies.
Includes 45 Hours of Professional Development, Certificate of Completion, and Optional Certified Personal Finance Educator Credential and Digital Badge.
Registration
$450 for Parts A and B together
$225 for Part A or Part B
45 Hours of Professional Development
Or optional 3-hours of undergraduate or graduate university credit available
Registration and Payment Information
NOTE
This Institute is aligned with the U.S. Personal Finance Certification Examination, equipping teachers with the content knowledge, instructional strategies, curriculum, and resources that they need to teach personal finance and prepare students to pass the exam. Details and the free Exam Manual linked here.