A Financial Education Partnership Platform

Build Wealth.
Strengthen
Communities.

Money Moves University partners with financial institutions, colleges, and community organizations to deliver structured, real-world financial education that creates lasting economic transformation.

25+
Years in Financial Services
10+
Years Teaching at SLCC
2
Core Program Tracks
6–10
Week Structured Series
CRA-Qualified Activity
Co-Branded & Turnkey
White-Label Ready
Measurable Outcomes

Founded on
Decades of
Real Experience

Money Moves University was founded by James Jackson III — a financial professional with decades of experience across investment banking, retail banking, and mortgage lending, and over a decade as a personal finance instructor. MMU bridges financial theory with practical application, ensuring participants leave every session with concrete skills and actionable next steps.

This is not a one-time workshop. This is a turnkey financial education system built for institutional deployment — designed to serve underserved communities with the same rigor and professionalism as any Fortune 500 training program.

01

Decades in Financial Services

Deep experience across investment banking, retail banking, and mortgage lending — bringing real-world credibility and practical insight to every session.

02

10+ Years in the Classroom

Over a decade as a personal finance instructor — translating complex financial concepts into practical, actionable knowledge for everyday people at every income level.

03

Community Leadership at Scale

Founder of the Utah Black Chamber of Commerce and Director of Utah's MBDA Business Center — trusted across institutions and communities statewide.

04

Complete Curriculum Infrastructure

Professionally developed slides, workbooks, video scripts, facilitator guides, and assessments — ready to deploy under your institution's brand.

Three Core
Pillars

Every element of MMU's curriculum is built on a framework that moves participants from financial awareness to financial action — and ultimately to generational wealth strategy.

I

Practical Application

Participants don't just learn concepts — they apply them. Every module delivers concrete tools, systems, and next steps that participants implement in real life before the next session.

II
💡

Financial Empowerment

Knowledge builds confidence. Confidence drives better financial decisions. MMU is designed to shift mindset as much as it transfers skills — because lasting change begins with how people think about money.

III
🏛

Legacy Building

Wealth is not just income — it's ownership, protection, and generational strategy. MMU equips participants to think beyond the paycheck and build financial futures that outlast their careers.

Curriculum

Two Tracks.
One Platform.

Personal Finance Foundations

A 3-module, 6-week course that equips participants with the budgeting systems, credit literacy, and wealth-building strategies to take control of their financial lives. Designed for individuals at any income level who are ready to build lasting financial habits.

3 Modules
6 Weeks
Workbook-Driven
In-Person or Virtual
Learn More
1

Financial Foundations & Budgeting

Understanding your financial picture, building a working budget, and establishing a spending plan that actually holds up in real life.

2

Financial Systems & Credit Mastery

How credit really works, building and repairing your score, and using credit as a strategic tool rather than a liability.

3

Investing, Protection & Wealth Building

First-time investor fundamentals, insurance and protection strategies, homeownership pathways, and building a legacy wealth plan.

Business Mastery

A 5-module entrepreneurship program that takes participants from business idea through launch, growth, and exit strategy. Developed specifically for financial institutions to deliver to small business clients — converting entrepreneurs into loan-ready borrowers.

5 Modules
10 Weeks
SBA & Capital Focus
Loan-Ready Pipeline
Learn More
1

Start Smart

Business structure, entity formation, brand building, and the legal and operational fundamentals every entrepreneur needs before day one.

2

Money Moves for Business

Business banking, bookkeeping, cash flow management, and separating personal and business finances for long-term stability.

3

Capital and Growth

Access to capital pathways — SBA loans, CDFIs, business credit — and how to prepare a loan-ready application that gets approved.

4

Scale, Systems & Strategy

Building operational systems, growing teams, diversifying revenue, and creating a business that can run without you.

5

Exit & Expansion

Business valuation, exit strategies, acquisition planning, succession planning, and converting your business into generational wealth.

Athlete Edition

A specialized 5-module curriculum designed for college athletes navigating NIL agreements through professional athletes at every level. The same discipline that builds a championship career can build a legacy that outlasts it.

5 Modules
NIL to Pro
Tax Mastery
Legacy Planning
Learn More
1

Know Your Game

Goals and identity beyond the sport. Life vision, financial mission, and designing your post-career life while still in your prime.

2

The Cost of the Game

Your real income after agent fees, taxes, state obligations, and team costs — understanding what you actually take home.

3

Tax Mastery for Athletes

Multi-state taxation, jock tax obligations, NIL tax strategies, and working with the right advisors to protect your earnings.

4

Building Your Business

Your brand as a business: LLC formation, NIL deal structures, sponsorship negotiations, and building income streams beyond sport.

5

The Legacy Play

Long-term investing, real estate, life insurance, and building a wealth plan that funds the next 40 years — not just the next contract.

Who We Serve

Institutions That
Deliver Impact

MMU is built for institutional deployment — white-labeled, co-branded, and turnkey for any partner organization ready to move financial education from good intentions to measurable outcomes.

Financial Institutions

MMU converts financial education into a strategic asset — building community relationships, creating loan-ready pipelines, and generating CRA-qualifying activity at scale.

  • CRA-aligned community engagement
  • Member education programs
  • Loan pipeline development
  • Minority Depository Institutions (MDIs)
  • Credit unions and community banks

Colleges & Universities

MMU supports student success, financial retention, and long-term economic stability — giving students the financial foundation their degree program never covered.

  • First-generation student programming
  • Student success center integration
  • Semester-based course delivery
  • HBCU and MSI partnerships
  • Entrepreneurship and leadership programs

Community Organizations

MMU strengthens families and communities through financially empowering programming that meets people where they are — with culturally relevant, practical education.

  • Chambers of commerce
  • Faith-based organizations
  • Workforce development agencies
  • Small business development centers
  • Conference and keynote integration
Why Choose MMU

What Makes MMU
Different

Structured & Scalable

Fully developed curriculum, workbooks, slides, video content, and assessments — all ready to deploy without internal development costs.

Co-Branded & Customizable

Every material is white-labeled and aligned with your organization's mission and branding — participants see your name, not ours.

Industry + Classroom Credibility

Delivered by a financial professional with decades of real-world experience and 10+ years in the classroom — not a lecture, a conversation.

Measurable Outcomes

Pre- and post-program assessments, 90-day behavioral follow-up, and CRA-qualifying documentation — every cohort delivers reportable data.

Flexible Deployment

6-week structured series, condensed intensives, semester integration, or ongoing cohort programs — MMU adapts to your institutional calendar.

Community-First Credibility

Built on trusted relationships in underserved communities — MMU reaches participants that institutional outreach often misses.

The Impact

Outcomes That
Matter

Participants Walk Away With

  • Increased financial confidence and clarity
  • Improved credit awareness and scoring strategy
  • A working budget and cash flow system
  • First-time investor understanding and a plan
  • Homeownership pathway and timeline clarity
  • A generational wealth mindset and action plan
  • Business formation readiness for entrepreneurs
  • Loan-ready documentation and banking relationship

Institutions Gain

  • Stronger community relationships and trust
  • Enhanced member and student engagement metrics
  • CRA-qualifying activity documentation
  • Pre-qualified loan pipeline from educated participants
  • Long-term partnership value and repeat cohorts
  • Measurable financial inclusion impact data
  • Co-branded presence in community programming
  • Recognition as a financial empowerment leader

Ready to Bring MMU to Your Organization?

Let's design a financial education partnership aligned with your mission and community goals. The curriculum is built, the facilitator is ready, and the results are proven.

Download One-Pager