Client Education

All PlanFirst Clients in the Financial Wellness Program (FWP) are provided with the TakingControl education program. This comprehensive online financial education program consists of three education courses including the Adult, College Student and High School Student courses. In addition to the three courses, there is an Interactive Learning Center that provides interactive help to learning the educational material. For additional help you can always count on PlanFirst counselors to help you.

Click to find out more about TakingControl.

PlanFirst Library

Many of the decisions that we make throughout the day involve financial issues. However, most of us don't have the time to research these issues and some of us simply don't know where to look. We have helped thousands of people reduce their unsecured debt, but we understand that there is a lot more to finances than debt management. In order to make information more readily available, we have created the PlanFirst Library. The library is packed with tips, books, worksheet and much more. Feel free to use any of the information available.

Topics

Worksheets

Tips

E-books

Resources

Audio