Financial Courses

Take Control of Your Money


Dive into the financial topics you care most about with the help of our Banzai Coach. Get started today by trying our interactive courses that provide you with step-by-step guides to build a plan towards bettering your financial wellness.

Interested in learning more? Explore our library of financial education categories for every stage of life.

Financial Assessment

The Financial Wellness Assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can improve and how to get started. It also provides a slew of online resources which have been created specifically to help people gain financial freedom.

Select “Get Started” to begin and answer questions as prompted.

Create a Budget

You need a budget to tell your money where to go, but making one can seem daunting. This Coach walks you step-by-step through the process of creating a budget that fits your lifestyle. Using the 50/30/20 rule, every dollar is assigned to needs, wants, or savings. You’ll also receive personalized advice to set you up for success.

Select “Get Started” to begin and answer questions as prompted.

Get Out of Debt

Managing debt is the best way to find financial freedom. This Coach session acts as a virtual Debt Coach, providing useful strategies to manage your personal debt situation and create a plan to pay off your debts using the debt snowball or avalanche methods. Make sure to have the details of your debt ready; this includes the types of debt and the amount you owe, minimum payment, and interest rate for each debt.

Select “Get Started” to begin and answer questions as prompted.

Credit Repair

Not sure where to begin repairing a less-than-ideal credit score? In this Coach session, get ideas for repairing your credit score in the short- and long-term and create an actionable list.

Select “Get Started” to begin and answer questions as prompted.

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