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.

Now published through  Kendall Hunt Publishing
25+
Years in Financial Services
3
Program Tracks Available
6–10
Week Structured Series
KH
Published via Kendall Hunt
CRA-Qualified Activity
Co-Branded & Turnkey
White-Label Ready
Measurable Outcomes

The Financial
Crisis No One
Is Talking About

The American economy is under pressure and the people feeling it most are the ones with the fewest financial tools. Rising costs, stagnant wages, growing debt, and a deeply misunderstood financial system have created a gap that traditional education has never filled. MMU was built to close it.

$17.5T
U.S. Household Debt
Americans are carrying record levels of consumer debt. Credit cards, auto loans, and medical bills are outpacing income growth for millions of families.
57%
Financially Illiterate
More than half of American adults cannot pass a basic financial literacy test, yet most were never taught these skills in school or college.
$1.7T
Student Loan Debt
Millions of graduates enter the workforce carrying debt they don't know how to manage, with no budget, credit strategy, or investment roadmap.
📈

Cost of Living Crisis

Inflation has eroded purchasing power for millions of households. Without a budgeting system and cash flow strategy, families are falling further behind every month.

🎓

The Education Gap

Financial literacy is not taught in most K-12 schools and rarely in higher education. MMU fills that gap with structured, facilitator-led programming that builds real skills, not just awareness.

💵

Wealth Gap & Access

The gap between those who understand how money, credit, and investing work and those who don't is the single greatest driver of economic inequality. MMU is the bridge.

Now Backed by
Kendall Hunt
Publishing

MMU has formalized a publishing partnership with Kendall Hunt, one of the most respected academic publishers in the country. This partnership brings institutional credibility, a digital delivery platform, and a fully built-out academic infrastructure to every MMU program. The result is a licensing process that is faster to deploy, easier to scale, and more credible in every institutional conversation.

Whether your organization is looking for a community program, all three program tracks, or a fully accredited college course, MMU through Kendall Hunt delivers a complete, ready-to-deploy educational system including syllabus, class outlines, assignments, quizzes, exams, and grading rubrics.

Community Program

Standalone delivery of Personal Finance Foundations, Business Mastery, or the Athlete Edition. Fully facilitated and co-branded for your community audience, ready to launch with no internal development required.

All Three Programs

A comprehensive financial education suite covering personal finance, entrepreneurship, and athlete financial literacy, deployed across your organization under a single institutional license.

Full College Course

A complete, credit-ready academic course build-out including syllabus, class outlines, assignments, quizzes, exams, and grading rubrics. Fully compatible with your institution's learning management system.

Built 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

Personal Finance Educator

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

Published Curriculum Infrastructure

Professionally developed and published through Kendall Hunt. Slides, workbooks, facilitator guides, and full academic course materials ready to deploy under your 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 is ownership, protection, and generational strategy. MMU equips participants to think beyond the paycheck and build financial futures that outlast their careers.

Curriculum

Three 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
1

Building the Foundation

Goal setting, budgeting, career development, and small business basics. Building the financial base everything else stands on.

2

Understanding the Financial System

Banking, taxes, credit, credit cards, and auto financing. How the system actually works and how to use it to your advantage.

3

Building Wealth

Home buying, investing, retirement planning, life insurance, legacy planning, and trusts. The complete roadmap to lasting financial security.

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
1

Start Smart

Entrepreneur mindset, startup costs, business structures, and the legal foundation every business needs before day one.

2

Money Moves for Business

Business banking, cash flow management, pricing for profit, taxes, and payroll. Separating personal and business finances for long-term stability.

3

Capital & Growth

Business credit, SBA loans, grants, and alternative capital pathways. How to prepare a loan-ready application that gets approved.

4

Scale, Systems & Strategy

SOPs, marketing and branding, managing teams, and leveraging technology. Building a business that can run without you.

5

Exit & Expansion

Business valuation, selling, buying, succession planning, and wealth exit strategy. 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
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.

Money Moves
University Podcast

Now Streaming

Bring the power of structured financial education straight to your headphones. Hosted by James Jackson III, this bi-weekly series serves as the conversational extension of our core curriculum. Over the next year, we are moving through the entire financial roadmap—budgeting systems, credit scoring, taxes, investing, and legacy strategy—with zero jargon, real statistics, and actionable steps you can execute immediately.

🎙️
10 to 15-Minute Target Playbooks

One focused financial topic per episode. High-impact conversations designed to fit seamlessly into your commute or workout.

Concrete Action Steps

We end every single episode with a single, doable action step you can complete in the next 24 to 72 hours. Small moves build compound transformation.

Choose your platform & start listening:

MMU Podcast Series

By Money Moves University

PREVIEW
MMU
OFFICIAL BROADCAST

Episode 01: Why Financial Literacy Changes Everything

James Jackson III — Series Premiere

0:00 13:45
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 and long-term economic stability with complete academic course infrastructure through Kendall Hunt Publishing, LMS-compatible and ready to deploy.

  • First-generation student programming
  • Full course build: syllabus, assignments, exams
  • LMS-compatible digital 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

Employers & Corporations

MMU gives HR teams a measurable, fully managed financial wellness benefit that employees actually use, often at zero cost through a bank or credit union sponsorship.

  • Companies with 50 to 5,000 employees
  • HR Directors and Chief People Officers
  • Diverse, hourly, and first-generation earner workforces
  • DEI-committed organizations
  • Bank-sponsored at no cost to employer
Why Choose MMU

What Makes MMU
Different

Published. Proven. Purpose-built for institutions.

Published by Kendall Hunt

Institutional credibility backed by a nationally recognized academic publisher, accelerating licensing, deployment, and course approval processes.

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.

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 full college course. MMU adapts to your institutional calendar and needs.

Community-First Credibility

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

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.

Feature Money Moves University FDIC Money Smart EVERFI Banzai NEFE / NGPF
Live Facilitated DeliveryOptionalOptional
Co-Branded / White-LabelLimitedLimited
CRA-Qualifying DocumentationPartial
Participant Outcome TrackingBasicBasicBasic
Full College Course Build-OutLimitedResources only
Academic Publisher Backing✓ Kendall Hunt
Business / Entrepreneur TrackBasicLimited
Athlete-Specific Track
Participant Workbooks IncludedLimited
Facilitator-Led (Not Self-Directed)OptionalOptional

✓ = 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.

The Workplace Benefit
That Actually Works

Financial stress is the number one productivity killer in the American workplace. MMU gives employers a fully structured, facilitator-led financial wellness benefit that delivers measurable outcomes, often at zero cost through a bank or credit union sponsorship.

72%
of employees say financial stress impacts their work performance
5x
more likely to be distracted at work when financially stressed
$1,900
estimated annual cost per employee in lost productivity
44%
of employees feel their employer fully supports their financial wellness
Measurable ROI

Financial wellness programs reduce healthcare costs by ~$271 per employee and show meaningful retention improvements.

Retention and Talent Attraction

58% of workers say benefits determine where they stay. Financial wellness is now a top-3 most-requested benefit.

No HR Heavy Lift

Fully built, hosted, and managed. Your team simply distributes access codes — no curriculum work required.

Culturally Relevant

Built specifically for diverse, hourly, and first-generation earner workforces, not a one-size-fits-all platform.

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 publisher is on board, and the results are proven.