Growing financial competence and confidence.
WHAT IS
MONEY SANITY U®?
Money Sanity U is a research-based virtual learning platform designed to provide families with access to tools and resources that effectively:
Engage and equip members of every generation;
Improve financial wellbeing;
Build confidence and capability; and
Ignite important multi-generational conversations about money.
"The Money Sanity U platform is a best-in-class online learning platform to gain knowledge on the most important topics in a micro-learning format. It is designed with learning theory in mind and covers a variety of topics useful for everyone.”
- Mindy Kalinowski Earley
Chief Learning Officer, Family Office Exchange
80% OF ADULTS
list money as a source of stress in their lives, affecting:
RELATIONSHIPS
JOB PERFORMANCE
HEALTH
IMPROVE
FINANCIAL WELLBEING
Money Sanity U learning tracks are thoughtfully designed to inform and engage a variety of users with simple yet effective insights and real-life, relatable application. Through animated videos, activities, and conversation prompts, start growing your financial competence and confidence!
Check out sample content in this video!
MONEY & RELATIONSHIPS
MANAGING INHERITANCE
HELPING YOUNG ADULTS BUILD FINANCIAL CAPABILITIES
A GRANDPARENT’S FINANCIAL IMPACT
WEALTH & MARRIAGE
