SERVICES

Financial Education That Can Work in Different Environments

The Wealth Academy develops financial education resources for teenagers and young adults and for the families, educators and organisations that support them. Our educational content can be used in different ways — from individual online learning and facilitated programs to tailored educational initiatives for organisations seeking to support the financial capability and wellbeing of young people, members, clients or communities.
financial education

Online Courses and Learning Resources

The Wealth Academy develops practical online learning across a broad range of financial capability and financial life skills topics. Courses may be organised in many ways.

  • Particular financial topics

    Behaviours, habits, attitudes, budgeting, saving, taxation, money management ....

  • Age or life stages

    Lower middle or upper secondary, tertiary, vocational ...

  • Real-world contexts

    Work, employment, travel, job seeking, entrepreneurship, renting ...

  • Particular audiences or communities

    Female finance, indigenous contexts, regional communities, high-net-worth families, ...

  • Broader financial capability themes

    Financial wellbeing, financial resilience, financial mathematics, decision-making, peer pressures, wealth-health ...

  • SELF-DIRECTED or FACILITATED

    Depending on the lesson or course, learning may be self-directed, facilitated or suitable for both approaches. Individual lessons and activities may also be used independently where appropriate.

Teenfinca®

Teenage financial capability

Teenfinca® is an acronym for Teenage Financial Capability. Teenfinca® is The Wealth Academy's youth-oriented financial education e-zine. Developed over many years, the Teenfinca® library contains hundreds of short articles and features exploring money, financial decisions, behaviours, attitudes, life skills and the changing financial world. Articles are deliberately concise and accessible. They can be read independently, used to start conversations or incorporated into broader learning activities. The Teenfinca® content library also provides source material from which new online lessons and educational resources are developed.


Teenfinca® Entrepreneur

Encouraging entrepreneurial thinking

Teenfinca® Entrepreneur introduces young people to entrepreneurial ideas, people, opportunities and challenges. Short articles explore topics such as ideas, innovation, problem-solving, customers, costs, revenue, risk, persistence and decision-making. The purpose is not simply to encourage young people to start businesses. It is to help them understand entrepreneurial thinking and the financial knowledge and capabilities that support enterprise.

Visual Learning Resources

ePosters and more

The Wealth Academy has developed an extensive range of visual educational resources, including e-posters, graphics and other learning stimuli. These resources reinforce key concepts, introduce discussion, support online learning and provide memorable reminders of important financial ideas. Where agreed, selected resources may be adapted to support an authorised organisation's program or branding.

Facilitated Learning

Financial education can occur in many settings.

The Wealth Academy's facilitated resources can support teachers, parents and guardians, tutors, boarding supervisors, youth workers, mentors, workplace educators, and other appropriate facilitators. Facilitators do not need to be financial advisers or financial experts. Their role is to support learning, encourage discussion, help learners examine different perspectives and create opportunities to apply financial concepts to realistic situations. Facilitator guidance and supporting resources may accompany courses and lessons where appropriate.

Tailored Educational Program

Organisations may require financial education that reflects a particular audience, context or purpose.

The Wealth Academy can work with authorised organisations to develop or adapt educational programs around factors such as learner age and life stage, organisational objectives, member or client needs, particular financial capability themes, industry or community context, delivery environment, cultural and geographic considerations, and organisational branding.

Private and Organisation-Specific Learning

Some organisations may require learning resources that are available only to their nominated users.

Where appropriate, The Wealth Academy can establish organisation-specific courses or learning environments for employees, members, clients, families or other authorised participants. Access, branding, content and reporting arrangements can be determined according to the particular program and agreement.

Financial Services and Professional Organisations

Financial service providers and professional organisations have an opportunity to extend financial education beyond their immediate services.

The Wealth Academy's resources may support educational initiatives for: clients and their families, younger family members, employees, members, community programs, or broader financial wellbeing initiatives. Educational content can help organisations contribute to financial capability while maintaining a clear distinction between general financial education and personal financial advice.

Employers and Member Organisations

Employers, associations, sporting organisations, unions, professional bodies and other membership organisations can use financial education as part of a broader member or employee value proposition.

Potential applications include: young employee education, apprentice and graduate programs, member benefits, family education, financial wellbeing initiatives, life-skills programs and community engagement. Programs can range from access to existing resources through to tailored learning pathways.
Member organisation

Schools and Education Providers

Financial capability can complement curriculum learning, careers education, pastoral care, wellbeing, enterprise and preparation for life beyond formal education.

The Wealth Academy's resources may support: secondary schools, boarding schools, vocational education, universities and tertiary education, alternative education programs and home education. Educators may use complete learning pathways or select lessons and activities that complement existing programs.
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Community and Not-for-Profit Organisations

Financial capability can form part of broader initiatives supporting young people, families and communities.

The Wealth Academy can work with charities, foundations, community organisations and other not-for-profit organisations to identify educational resources appropriate to their audiences and objectives. This may include programs for metropolitan, regional, remote or otherwise underserved communities.

Government and Public Education

Government departments and agencies may require educational resources that support consumer understanding, financial capability or particular areas of public policy.

  • The Wealth Academy can contribute educational and curriculum-development capability to initiatives involving areas such as: consumer education; financial capability; responsible financial decision-making; gambling awareness; digital financial environments; youth education; and broader financial wellbeing.

  • Any program would be developed according to the objectives, requirements and governance arrangements of the relevant agency.

Financial Wellbeing in Different Contexts

Financial decisions do not occur in isolation. The Wealth Academy can use these and other contexts to make financial education more relevant to particular audiences. Financial capability can intersect with:

  • Health and wellbeing

    Financial circumstances and decisions can contribute to stress, confidence and broader wellbeing.

  • Shopping and consumption

    Everyday purchasing provides practical opportunities to understand value, comparison, needs, wants and decision-making.

  • Work and careers

    Earning, employment conditions and career decisions have important financial dimensions.

  • Sport and community

    Familiar environments can provide engaging contexts through which young people explore financial capability.

  • Family life

    Financial education can support conversations between generations and help young people prepare progressively for independence.

Flexible by Design

There is no single model for effective financial education. Depending on the organisation and program, The Wealth Academy's intellectual property may support:

  • access to existing courses and resources;

  • selected individual lessons;

  • facilitated learning;

  • tailored learning pathways;

  • organisation-specific courses;

  • co-branded educational resources;

  • educational publications;

  • visual learning resources; or

  • newly developed content.

  • The appropriate model depends on the learners, purpose and delivery environment.

Working With The Wealth Academy

If your organisation is exploring ways to support the financial capability of young people, families, employees, clients, members or communities, we welcome an initial conversation. We can help identify whether existing resources are suitable or whether a more tailored educational approach may be appropriate.