Live video sessions in small groups
Each session is 75 minutes with up to 12 participants, leaving room for questions
Plain-language finance education
Understand U.S. personal finance without the jargon or sales pitch
Moneymap Edu teaches retirement accounts, emergency savings and index funds the way you would explain them to a friend. Our six-week online course covers the basics with practical checklists reviewed by a financial planner. We explain the tools—you make your own choices.
What we teach, and what we leave to you
What we explain
- How 401(k), IRA and Roth accounts work
- Where to open a brokerage account
- What index funds are and how they differ from individual stocks
- How to build an emergency fund
- Steps to track spending and set savings goals
What you decide
- Which accounts to open and how much to contribute
- Which specific funds or investments to choose
- Your own budget, savings targets and timeline
- Whether to work with a financial advisor
How the course works
Recordings available for 90 days
Watch again or catch up if you miss a session
Reviewed by a financial planner
Every checklist and explanation is checked for accuracy
One topic per session
We cover retirement accounts, index funds, emergency savings, debt strategies, tax-advantaged accounts and goal setting
Downloadable checklists
Each session includes a checklist you can print and follow on your own
No upsells or product recommendations
We teach the concepts; we do not sell investments or refer you to specific providers
Plain language, not financial jargon
Most personal finance resources assume you already know what a Roth IRA is, or they try to sell you something. We start from the beginning and explain each tool in plain language: what it does, how it works, and when it might make sense for your situation.
Every session is built around one topic with a checklist you can use right away. We avoid shortcuts and hype. The goal is not to make you an expert overnight—it is to give you enough clarity to make your own decisions or have informed conversations with a financial advisor.
- Each topic broken into concrete steps
- Real examples with neutral placeholders
- Honest limits: what we explain and what we do not advise on
How to join
Write through the contact form
Tell us which course option you are interested in and when you would like to start
We reply with available dates
We send you the schedule and payment details within two business days
Confirm your spot
Once payment is arranged, you receive the session links and access instructions
Attend live or watch recordings
Join the sessions, ask questions, download the checklists and apply what you learn
Three ways to learn with Moneymap Edu
- Full Course$395one-time payment for six weeks
- Self-Paced Bundle$195one-time payment for recordings
- Single Topic Session$85per session
What we do not do
We explain the tools and concepts; the financial decisions stay with you.
- No investment recommendationsWe do not tell you which stocks, funds or accounts to choose—we explain how they work so you can decide
- No tax or legal adviceWe describe how tax-advantaged accounts function; for your specific tax situation, consult a tax professional
- No portfolio analysis or managementWe teach the concepts; we do not analyze your current investments or manage accounts for you
- No earnings or return promisesWe explain index funds and retirement accounts without predicting performance or outcomes
Course format
- 6
- live sessions, one per week, 75 minutes each
- 12
- participants maximum per group for open discussion
- 90
- days of access to session recordings after the course ends
Sessions are held online via video meeting; you receive the link after confirming your spot.
Ready to understand your options without the sales pitch?
Write through the contact form to ask about upcoming start dates or to request more details about the course. We reply within two business days.