Financial education in the age of AI
We help school districts, workforce organizations, and nonprofits design and deliver practical programs that reflect how people learn and navigate financial decisions today.
The Problem
Financial education hasn’t kept pace with how people manage money today. Most curricula were built before AI changed how people access information, advice and risk. As a result, the gap between what’s taught and what people need is widening quickly.
School Districts
Teachers are being asked to teach a subject that has changed significantly, often with materials that haven’t kept pace.
Students are already turning to AI for financial advice, while AI-powered scams increasingly target young people with new accounts. At the same time, many teachers assigned to personal finance don’t feel fully prepared to teach it.
Most state standards don’t yet reflect these realities.
Workforce & Adult Programs
Adults in your programs are making financial decisions in a system your curriculum wasn’t designed for.
They’re encountering AI-generated advice, scams targeting newcomers to the U.S. financial system and algorithm-driven decisions that aren’t always explained. Facilitators and coaches need updated content and training.
In many cases, they don’t have either.
Curriculum
Even well-designed financial education can miss what learners need most right now.
It may be accurate, but incomplete: no guidance on evaluating AI-generated advice, limited coverage of AI-enabled fraud and few culturally relevant scenarios for communities that have long been underserved by traditional financial education.
Good intent isn’t enough to close those gaps, but updated curriculum is.
The Solution
Financial education designed for the world people are navigating today.
We help school districts, workforce organizations, nonprofits and curriculum teams close the gap between what they teach and what learners need.
Our work spans three connected areas, all focused on financial education that is accurate, relevant and built for the AI era.
Who We Help
K–12 School Districts
You’ve been tasked with implementing a financial literacy graduation requirement, but your teachers don’t have a clear path forward.
Your students include first-generation learners, immigrants or families new to the U.S. financial system.
You need professional development teachers can use immediately.
You need to show measurable outcomes to your board, community or grant funders.
Organizations with Curriculum Needs
Workforce Orgs, Nonprofits & Community Colleges
Your facilitators or coaches are delivering financial education without updated training for the AI era.
You serve immigrant, refugee or multilingual learners whose realities aren’t reflected in generic curriculum.
You’ve received a grant and need support with curriculum design or delivery.
You need impact data for funders or leadership reporting.
Your financial education content hasn’t been updated recently and may be missing key elements.
You have strong content that needs cultural, linguistic or age-level adaptation.
You’re a credit union, employer or community organization running financial education workshops and want the content to be more effective and relevant.
How We Help
Curriculum, content, and product education reviews through the learner lens
Cultural, multilingual and workforce relevance recommendations
AI digital literacy workshops for instructors, staff and facilitators
Why It Matters
Financial literacy has always mattered, but the way we teach it is evolving.
For decades, financial education has focused on core skills like budgeting, saving, credit and long-term planning. That foundation still matters, but it doesn’t fully reflect the range of tools, platforms and decisions people navigate today.
Today, a teenager can ask an AI chatbot how to build credit and get a clear, step-by-step answer that doesn’t account for their age, income or access to financial products. A new immigrant learning the U.S. financial system may encounter AI-powered scams that take advantage of that unfamiliarity. And financial coaches are increasingly working alongside algorithmic advice that is instant, context-free and not always aligned with a person’s goals.
Financial education hasn’t caught up yet to these shifts and that gap shows up in decisions people are making every day.