Take control of your finances with money management tools
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Interactive Financial Education Courses
Boost your financial knowledge with Forward Bank’s interactive education modules—quick, easy-to-follow lessons on personal banking, mortgages, business, investments, and more. Learn at your own pace and gain confidence in managing your money.
Unsure where to begin? Take a short quiz to create a personalized playlist for your individual goals.
Benefits to Move You Forward
- 3 – 5 minute interactive modules
- Available in English and Spanish
- Many financial topics available
- Free access – no registration required
Sharpen Your Personal Finance Skills
Boost your personal finance skills and feel more confident managing your money every day.
- Personal Banking: Master the essentials of managing your accounts, from opening checking and savings accounts to understanding loans, credit cards, and interest rates.
- Financial Basics: Get a grasp on core financial concepts like budgeting, saving, and debt management to help you build a solid financial foundation.
- Financial Resilience: Discover strategies for handling financial setbacks, building emergency savings, and preparing for life’s unexpected challenges
Grow Your Business with Confidence
Empower your business with the right financial tools and support to thrive in today’s market.
- Business Banking: Explore the essentials of developing a business plan, obtaining and using credit, and understanding small business banking services and financial statements.
- Business Incubator: Learn strategies for acquiring customers, managing growth, securing funding, and overcoming financial challenges to help your small business succeed.
Navigate Your Home Buying Journey
Gain the knowledge you need to make informed decisions and feel confident in every step of the home-buying process.
- Mortgage Basics: Understand the key elements of mortgages, including types of loans, interest rates, and down payments, to find the best option for your needs.
- Buying a Home: Learn what to expect from start to finish—from getting pre-approved to closing on your new home.
- Additional resources are available through our Mortgage Center.
Plan for Your Financial Future
Discover the right strategies and guidance to help you navigate life’s important financial decisions with confidence.
- Investment Strategies: Learn smart wealth-building strategies, from managing volatile income and choosing savings accounts to exploring sustainable investing and shopping for insurance
- Financial Caregiving: Understand how to navigate the responsibilities of a financial caregiver, from planning and managing finances to preventing and reporting elder financial abuse.
- Retirement Planning: Plan for your future by learning how to maximize retirement savings, create a strategy for wealth transfer, and decide when to collect Social Security to support your desired lifestyle.
Additional Resources
Advance Your Financial Journey
At Forward Bank, we prioritize your financial growth and development. That’s why we offer a wealth of additional resources including financial education, budgeting tools, and insightful articles to help you navigate every step in your financial journey.
Insurance and Investment products are *Not FDIC Insured *No Bank Guarantee *May Lose Value *Not Insured by Any Federal Government Agency *Not a Deposit