Financial Education

Courses built for you

Manage your financial journey

We have created a series of financial education courses to help guide your financial journey. Select a course that best fits your financial wellness path.

Select a topic to get started.


Financial Foundations

Understand the basics of some key financial concepts

Building Financial Capability

Understand how to manage your money and avoid some common financial dangers

Preparing for Retirement

Learn what, when, why , and how you should prepare for an eventual retirement

Owning a Home

Explore the benefits and costs of buying and owning a home

Investing in Your Future

Learn how to be more financially prepared in the years ahead

Roadmap to Financial Strength

Customize your personalized playlist

Personal Financial Management Tool

Firstrust is committed to helping you reach your financial goals. Our Personal Financial Management Tool can help you get there. Firstrust Financial Management Tool allows you to track your spending, create a budget, link external accounts and much more.

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