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Financial Literacy Program

Building a financial foundation

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What is the CCF Financial Literacy Program?

Launched in 2021, this program was crafted in partnership with New York Times best-selling author Neale Godfrey to teach teens key areas of financial literacy and help them find a path to becoming financially responsible. 

The programs are presented via PowerPoint by a CAPTRUST employee volunteer. Presentations typically last 30-60 minutes depending on the size of the group and the discussion that ensues. 

Topics include:  

  • Teen’s First Budget—Building good money habits, goals, and crafting a savings plan 
  • License to Drive—Details the real costs of car ownership 
  • Teenpreneur—Guidance for teens who want to start their own business 
  • Financial Hygiene—Decision-making and how to be a smart consumer 
  • The 8th Wonder of the World: Compound Interest—How it can assist with reaching goals 
  • Investments 101—Basics of investing 

“I enjoy teaching financial literacy to teenagers because it creates a ripple effect – it has the potential to transcend generations. There is no greater sense of achievement then watching the light bulbs turn on for these teens.”

Andrew Costello, CAPTRUST Financial Advisor
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Our program is provided free of cost to your organization

You bring the audience, and we’ll bring the expertise.

REQUEST A PRESENTATION