FPFoCo Academy

Gain confidence and improve your personal finance knowledge! Our on-demand platform includes personal finance courses, checklists, quizzes, worksheets, videos, and more. This content is created by our team for you. 

We release a new course every month, and our available courses include:

  • The Four Pillars of Your Financial Life
  • Your Financial Net Worth
  • S.M.A.R.T. Money Goals
  • Your Emergency Fund
  • Budgeting Styles and Strategies
  • Create an Investment Plan
  • How to Have Family Money Conversations
  • Planning Your Financial Goals (RightCapital Guidance)
  • Legacy and Estate Planning Basics
  • Philanthropy 101: Ways to Give
  • Tax-Favored Savings and Investments
  • Debt Elimination and Credit Management
  • Hobbies and Happier Spending
  • Increasing Your Income(s)
  • Insurance 101: Risk Management
  • Sudden Money and Windfalls
  • Modern Investment Strategies
  • Education Planning and Student Loans
  • Money Psychology
  • Modern Banking and Payment Options
  • Employee Benefits and Open Enrollment
  • Travel and Vacation Planning
  • Holiday Spending
  • Year-End Tax Planning
  • Money Habits and Behavioral Finance
  • Romance and Money
  • Equity Compensation 101
  • Housing Considerations

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FPFoCo Academy Free Previews

Are you experiencing a windfall or are trying to understand your equity comp? We’re offering two of our FPFoCo Academy modules in their entirety as free previews. Get a sneak peek of these modules while you learn more about your critical money moment!