3631 Perkins Avenue, Suite 3C East
Cleveland, Ohio 44114
P: (216) 881-5866

Money Management Workshop Curriculum

Workshop topics and objects are listed below.

Financial Questions Money Attitudes

Ice Breaker that helps participants start to see how they look at money

Fosters conversation


  • discover which patterns they have relating to money
  • identify which patterns they want to keep
  • identify which patterns they want to change

Banks & Credit Unions

Participants learn:

  • how & why to use traditional financial institutions
  • differences between credit unions and banks

Savings & Checking Accounts

Participants learn:

  • when & how to use Savings & Checking Accounts
  • importance of Savings Accounts for emergency funds
  • how to use checks to pay bills
  • how to balance a checkbook

5 Cs of Credit Credit Report Credit Score Underwriting Activity

Participants learn:

  • ·5 components of a credit score
  • ·how to improve a credit score
  • ·how to pull & read a credit report
  • ·how to correct errors on credit reports
  • ·how to navigate the world of credit
  • ·how underwriters decide to approve a loan application


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