Welcome

The Merlin Wealth Management Financial Education modules listed below are independent, self-contained, online asynchronous learning experiences. Upon successful completion, participants can earn a micro-credential badge, which can be displayed on digital profiles such as LinkedIn and on your resume. To earn your badge, follow the directions at the end of the module. If you are interested in more micro-credentials, visit the Office of Academic Innovation in the Radow College micro-credentials homepage. 

 

Budgeting Basics

Describes the importance of budgeting and details various models that can assist in attaining financial security and achieving personal financial goals. Provides worksheets and models for hands-on practice.

Click Here to Start Budgeting Basics

Spending Habits

Offers insight into both the internal and external factors affecting spending behavior, identifies common challenges related to spending, and outlines strategies for addressing these challenges.

  Click Here to Start Spending Habits

Understanding Income

Explains the types of income, examines how third parties utilize your financial information, and highlights how this knowledge assists with financial management.

Click Here to Start Understanding Income 

Practical Certificate in Financial Literacy Fundamentals: The completion of all three of the above credentials: Budgeting Basics, Spending Habits, and Understanding Income results in earning the Practical Certificate in Financial Literacy Fundamentals.

Decoding Student Debt: Student Loan Fundaments

This module provides information on financial aid and student loan debt options, including calculations and implications. It also examines financing alternatives and the effects of student loan debt.

Click Here to Start Decoding Student Debt

An Introduction to Financial Planning

Provides information on financial planning tools, retirement and insurance options, as well as an overview of wills, trusts, estate planning, and other financial planning considerations.

Click Here to Start An Introduction to Financial Planning

Fundamentals of Investing

This module covers basic categories of investments, outlines methods for setting financial goals aligned, describes various retirement account types, and includes foundational information on investment practices suitable for those new to investing.

Click Here to Start Fundamentals of Investing

U.S. Taxation Basics

Provides an overview of United States taxation regulations, tax brackets, and their effects on income, including taxable items, tax credits, and deductions. Discusses tax forms and processes.

Click Here to Start U.S. Taxation Basics

Practical Certificate in Financial Understanding: The completion of all three of the above credentials: U.S. Taxation Basics, An Introduction to Financial Planning, and Fundamentals of Investing results in earning the Practical Certificate in Financial Understanding.

Finance Basics for New Graduates

This module covers evaluating and negotiating job offers, along with the budgeting, taxes, retirement, and healthcare—key topics that support financial health and career goals.

Click Here to Start Finance Basics for New Graduates

Receive Your Micro-credential

Earned a Merlin Wealth Management Financial Education Micro-Credential? Click the button below to have it awarded.

Click Here