Looking to add Financial Literacy to your school’s curriculum?
Select Advisors can guide you in building out a program and staffing it with one of the thousands of financial firms and teams we have worked with since 2014!
The Select Advisors Institute is dedicated to empowering individuals with financial literacy through tailored programs, curriculum, and courses offered at colleges, universities, and high schools. Leveraging our extensive network of thousands of advisors, we are committed to collaborating with educational institutions to develop comprehensive financial literacy programs that equip students with essential knowledge and skills to navigate personal finance successfully. Understanding how money works not only benefits individuals but also puts them in a stronger position to drive positive change in society. According to a study featured by Fortune in 2016, nearly two-thirds of Americans struggled to pass a basic financial literacy test, highlighting the pressing need for improved financial education initiatives.
At the core of our efforts lies a shared mission to transform the financial literacy landscape and empower individuals to make informed financial decisions. Our flagship program, the Financial Literacy Curriculum, draws on insights from previous academic and co-curricular initiatives, supplemented by community feedback, to deliver a holistic learning experience. Participants in this program will gain a fundamental understanding of personal finance, enabling them to make sound financial choices during their academic journey and beyond.
The Financial Literacy Curriculum comprises four professionally developed workshops, each with faculty-approved curriculum, as well as supplemental reading materials and ad hoc special sessions to enhance learning outcomes. Through our partnership with the Laspa Center for Leadership and Career Planning & Resources, students and community members have access to a range of resources and networking opportunities to support their financial education journey. All sessions are facilitated by members of the Scripps College community and are open to all currently enrolled students and community members of The Claremont Colleges.
Here's a glimpse into the core modules of the Financial Literacy Curriculum:
Basic Budgeting: The inaugural workshop focuses on creating a monthly budget, emphasizing the importance of saving, investing, and emergency planning, setting financial goals, and developing a conscious spending plan.
Paychecks and Taxes: Participants will learn to estimate net income from gross salary, understand the significance of employment benefits, and gain insights into federal income taxes.
Banking, Credit, and Loans: Delving into the fundamentals of bank accounts, credit, and loans, this workshop educates participants on credit history, credit cards, interest rates, and various forms of loans and repayment options.
Investments: The final workshop explores how personal values impact long-term investments, covering retirement options, stocks, bonds, mutual funds, and associated tax implications.
In addition to the core modules, the Financial Literacy Curriculum offers special sessions, such as Salary Negotiation, where participants learn essential negotiation skills, conduct salary research, and secure equitable positions in the workforce. Facilitated by experts trained in the Start Smart curriculum, this workshop empowers women and gender nonconforming individuals to advocate for fair compensation and benefits, fostering a culture of inclusivity and empowerment in professional settings.
Through the Select Advisors Institute's Financial Literacy Program, we aim to bridge the gap in financial education and equip individuals with the knowledge and tools needed to make informed financial decisions, ultimately fostering financial independence and security for our communities. Join us in reshaping the future of financial literacy education and empowering individuals to achieve their financial goals.

Our founder, Amy Parvaneh, has worked with thousands of financial advisors and firms. Our team will find the right candidates to teach your school’s programs!
the Select Advisors Institute's Financial Literacy Program is dedicated to creating a lasting impact on the financial well-being of individuals and communities. By partnering with colleges, universities, and high schools, we have the opportunity to engage and empower students with essential financial skills that will benefit them throughout their lives.
Our commitment to financial literacy extends beyond the core curriculum. We understand that financial education is an ongoing process, and we strive to provide continuous support and resources to our participants. Through our extensive network of advisors, we offer mentorship programs, networking opportunities, and access to a wealth of financial resources to further enhance their knowledge and skills.
Moreover, we firmly believe in the power of collaboration and community engagement. We actively seek input from educators, students, and community members to continuously improve our programs and ensure they address the evolving needs and challenges of today's financial landscape.
Join us in our mission to change the statistics and empower individuals to take control of their financial futures. Together, we can make a significant impact on society by fostering financial literacy, confidence, and independence.
Contact the Select Advisors Institute today to explore how we can partner with your educational institution and create a customized financial literacy program tailored to your students' needs. Let's work together towards a future where financial literacy is accessible to all and individuals can make informed financial decisions that shape their lives for the better.
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