1. What is your age?

2. Do you support any children? How many?

3. Do you currently own a small business, or plan to start one?

4. On a scale of 1-5, how confident are you in your personal finances?
Choose 5 to indicate high confidence, 1 to indicate low confidence

5. What are some recent concerns you have with your finances?
(please drag items and rank from high to low)

Highest Concern

Drag items here

Lowest Concern

  • Buying or refinancing a home
  • Paying for college
  • Retirement
  • Credit cards and payment types
  • Investing
  • My Budget
  • Building Credit
Submit

Financial
Education

To prepare for your future

Take control of your financial future

Click Get Started to begin a diagnostic survey, which will help us select the best learning experience based on your answers

View the results of your personalized learning plan to get started with the best learning experiences that best meet your needs

By clicking "Get Started" you are agreeing to our Terms of Service and Privacy Policy.

Paying for college

There are different ways to pay for higher education such as federal student aid, private loans, and grants. And it’s important to understand the components of student loans and different repayment options.

Calculate your college savings

Start saving

There are many reasons to save for your future, whether you're creating an emergency fund or preparing for a big purchase. But saving doesn't have to be hard! By making simple changes to your daily routine and regularly contributing money to a savings account you can help your savings grow over time.

Discover new ways to save

Plan for your future

Managing your money
Protect your identity
Understanding your credit score

Build your budget

There can be a lot to track when it comes to spending and saving money, but it's important to see where your money is going. Building a budget is an easy way to take better control of your money and prepare for your financial future.

Build your budget

Featured learning topics

This page may contain links to third-party websites not controlled by U.S. Bank. U.S. Bank is not responsible for the content or any products and services offered, nor does it guarantee the system availability or accuracy of information contained in the site. Please note that the third party site may have terms of use, privacy, and information security policies that differ from those of U.S. Bank.

Investment products and services are:
Not a Deposit ● Not FDIC Insured ● May Lose Value ● Not Bank Guaranteed ● Not Insured by any Federal Government Agency

Equal Housing Lender

For U.S. Bank:

Mortgage and home equity products are offered by U.S. Bank National Association. Deposit products are offered by U.S. Bank National Association. Member FDIC.

Credit products are offered by U.S. Bank National Association and subject to normal credit approval.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.


For U.S. Bancorp Investments:

Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Bank does not offer insurance. Please contact a Licensed Insurance Representative.

"World's Most Ethical Companies" and "Ethisphere" and marks are registered trademarks of Ethisphere LLC.

© 2022 U.S. Bank