Financial education that moves people

Money skills.
Real moves.
Lasting wealth.

Published curriculum and live learning experiences built for institutions ready to turn financial education into measurable community impact.

★★★★★Published through Kendall Hunt · Built on 25+ years in finance
Money Moves University crest
3 tracksOne complete platform
6–10 weeksBuilt for real behavior change
Published
curriculum

Upcoming live event

Three money moves that can change everything.

Join Money Moves University for a practical live Zoom webinar built around three simple moves that can help people make better decisions, build stronger financial habits, and take control of what comes next.

DateJuly 21, 2026
Time11:00 AM MST
WhereLive on Zoom
Reserve your spot

Free registration · limited live seats

Live Zoom webinar: Three Money Moves That Change Everything, July 21, 2026 at 11:00 AM MST

Education built for action

Not another financial literacy lecture.

Money Moves University bridges financial theory and everyday decisions. Participants leave each session with a tool to use, a move to make, and a clearer path forward.

25+years across investment, retail, and mortgage banking
90 daysof behavior-focused outcome measurement

The MMU difference

A complete system,
not a one-time workshop.

Everything your team needs to launch meaningful financial education—without building curriculum, training materials, or measurement tools from scratch.

Build your program

Published & credible

Academic infrastructure and national publishing support through Kendall Hunt.

Measurable

Pre, post, and 90-day follow-up data that turns participation into proof.

Ready to scale

Live, virtual, intensive, semester, or train-the-trainer delivery models.

Built around your brand

Co-branded and white-label experiences designed for your community.

Branded platform previews

Show partners what their MMU experience could look like.

These sample environments help banks, institutions, and colleges visualize a co-branded portal, learner library, workbook experience, and partner-ready program package.

College / Institution PortalLive sample

Riverbend State Sample Portal

A co-branded campus financial wellness center preview with a student dashboard, curriculum library, coaching schedule, learner progress, and Money Moves University-powered support.

Riverbend State Financial Wellness Center dashboard sample for a school or college
Partner-branded packageSample bank

Evergreen Community Bank

A hypothetical co-branded partner page showing how MMU can be skinned for a financial institution with branded curriculum, overview deck, and sample workbook module.

Evergreen Community Bank co-branded Money Moves University partner portal preview

Side-by-side comparison

How MMU stacks up
against other platforms.

The financial education landscape has many options. Here is how Money Moves University compares to the most widely used platforms across the factors that matter most to institutional partners.

FeatureMoney Moves UniversityFDIC Money SmartEVERFIBanzaiNEFE / NGPF
Live Facilitated DeliveryOptional××Optional
Co-Branded / White-Label×LimitedLimited×
CRA-Qualifying DocumentationPartial××
Participant Outcome TrackingBasicBasicBasic
Full College Course Build-Out×Limited×Resources only
Academic Publisher Backing✓ Kendall Hunt××××
Business / Entrepreneur TrackBasicLimited××
Athlete-Specific Track××××
Participant Workbooks Included××Limited
Facilitator-Led, Not Self-DirectedOptional××Optional
Cost to PartnerLicensedFreeSubsidizedFreeFree

✓ = Full capability · Partial / Limited = some features available · × = Not available. MMU is a licensed program; pricing reflects the full infrastructure, live facilitation, academic build-out, and outcome data it delivers.

Money Moves University Podcast cover featuring host James Jackson III

The official podcast

Big money lessons.
Small enough for your commute.

James Jackson III turns the full financial roadmap into practical conversations with zero jargon—just real context, useful statistics, and one move you can make in the next 24 to 72 hours.

Who we serve

Built for institutions.
Designed for people.

One adaptable platform for the places where financial confidence matters most.

01 / BANKING

Financial Institutions

CRA-aligned education, community trust, and stronger loan-ready pipelines.

02 / EDUCATION

Colleges & Universities

Credit-ready course infrastructure with practical student outcomes.

03 / COMMUNITY

Community Organizations

Culturally relevant learning for families, founders, and neighborhoods.

04 / WORKPLACE

Employers

A financial wellness benefit people can actually use in real life.

Outcomes people can feel.
Data institutions can use.
Financial confidence becomes measurable impact.
3complete program tracks
6–10week structured series
90day outcome follow-up

Ready to make financial education your organization’s next big move?

Schedule a strategy call