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Financial Education Classes

 

Personal finance classes for Oregon employers, schools, and community groups, designed to build practical money skills that participants can use the next day.

Financial Education classes for businesses

Businesses

Financial stress shows up at work. Workplace classes can help reduce distraction, support employee retention, and meet education-related elements of ERISA fiduciary requirements for plan sponsors. We tailor each program to your goals, schedule, and workforce.

Financial Education for Schools

Schools

Oregon Senate Bill 3 requires every student earning a diploma on or after January 1, 2027 to complete a half credit in personal financial education. We offer standards-aligned curriculum for every level, from PK–2nd grade through college, plus adult education for staff and parents.

Finanical Education for Groups

Local Groups

Civic clubs, faith communities, nonprofits, and member associations across Springfield, Eugene, and Lane County can offer their members structured financial education without building a curriculum from scratch. We deliver one-time workshops, multi-session series, and keynotes tailored to your group.

Get an Instant Estimate for Oregon Financial Education Classes

Workplace programs Businesses and HR teams K–12 and college Standards-aligned curriculum Community groups Clubs, faith, nonprofits

Adjust the duration, number of sessions, and group size to see an estimated total and per-participant cost. Final pricing is confirmed during your complimentary 30-minute consult.

What is Financial Literacy?

 

"Possessing the skills and knowledge on financial matters to confidently take effective action that best fulfills an individual's personal, family, and global community goals." -National Financial Educators Council

U.S. financial literacy in 2025 Average percent of P-Fin Index questions answered correctly 49% All U.S. adults 38% Generation Z 36% Comprehending risk (lowest topic) Source: TIAA Institute–GFLEC Personal Finance Index, 2025

Key Concepts of Financial Literacy 

Ten key concepts of financial literacy, including budgeting, credit, insurance, and investments.

Savings, Expenses, & Budgeting

Account Management

Financial Psychology 

Loans & Debt

Skill Development

Financial Education Program Design

Four elements of a successful program Our design framework, applied to every audience 1 Clear goals Backwards design 2 Qualified educator NFEC certified 3 Quality materials Standards aligned 4 Evidence Pre and post testing Each program is designed and measured against these four elements.

 
Clear Programming Goals

We identify what you want to accomplish and use the principle of backwards design to develop your program.

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We set quantifiable goals, identify any organization specific constraints, and develop clear measurement objectives.

 

Personal measurements can include

  • Current Financial Wellness

  • Financial Sentiment (feelings)

  • Willingness to modify behaviors

  • Content Knowledge

  • Savings & Investments

  • Debt Load

  • Credit Score Results 

  • Wage Garnishment

  • Retirement Plan Contributions

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Organizational measurements include

  • Meeting Regulatory Mandates

  • Absenteeism Levels

  • Productivity Measures

  • Revenue

  • Brand Enhancement

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Qualified Educator

A critical driver of a successful, credible program is having local competent educators.

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Todd Mann is an Certified Financial Education Instructor through the National Financial Educators Council, with experience teaching at the K–12, community college, and university levels.

 

He provides financial literacy workshops, keynote speaking, and program development for organizations in Springfield, Eugene, Lane County, and across the United States.

 

His goal is to help more Oregonians build the financial habits and confidence to make decisions on their own terms.​

 
High-Quality Materials

The next step is to ensure that you have access to high-quality materials.               

 

 

Topics covered through engaging and interactive activities

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Aligned with personal finance and educational standards

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Practical lessons encourage students to act

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Flexible, modular design accommodates any schedule

 

The NFEC's financial literacy curriculum is independent. No advertising, promotions, or product recommendations appear in any NFEC material. Read the NFEC's published curriculum standards.

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​Read the NFEC's published curriculum standards" links to https://www.financialeducatorscouncil.org

 
Empirical Evidence of Program Impact

Pre- and post-program assessments are built on the NFEC's Financial Capabilities testing framework, which measures content knowledge, financial sentiment, and willingness to modify behaviors.

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Participant Recognition

We can provide standards-based assessments that demonstrate achievement of a set of learning outcomes. This enables us to provide certification that is independent verification of the participants' success. 

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Sample certificate of completion issued to participants who finish a T. Mann Financial education program.

The Curriculum

 

Our flexible, modular design accommodates any schedule and the financial education needs of any organization

Curriculum levels and topics Modular design, scaled to age and audience PK–2 3–5 Middle High College Adult Savings and budgeting Account management Financial psychology Loans and debt Risk and insurance Investments and planning Jobs and careers Skill development Credit profile Economy and government Topic framework: National Financial Educators Council

Have Financial Planning Questions?

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T. Mann Financial

 

By appointment, 8am - 8pm, 7 days a week


 (O) 541-583-0093  |  Springfield, OR  |  info@tmannfinancial.com

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T. Mann Financial & Todd Mann offer Investment Advice through Todd Mann Financial Services Inc., a registered investment adviser located in Springfield Oregon.  Additional information about Todd Mann Financial Services Inc. is available on the SEC’s website at  www.adviserinfo.sec.gov. Insurance products and services are offered and sold through Todd Mann Financial Services, Inc. and individually licensed and appointed insurance agents.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.​

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The reference to fee-only services are in regards to wealth management and financial planning only. Insurance services may result in commissions paid to T. Mann Financial. 

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Although the firm does not charge a fee for the complimentary initial 30-minute consultation, the consultation is intended to result in establishing an advisory relationship.

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Click here for full disclosure.

T. Mann Financial has implemented security measures designed to protect the personal information you share with us, including physical, electronic and procedural measures.

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