Financial Education

At Forward Bank, we believe that understanding your finances is key to achieving financial freedom. As a community-focused bank, we’re committed to helping our customers and the public make informed decisions about personal and business banking, financial planning, mortgages, and more. That’s why we’ve partnered with EVERFI to provide a comprehensive financial education tool designed to give you the knowledge you need to manage your finances confidently.

Features of Forward Bank’s financial education tool:

Our financial education tool offers quick, easy-to-follow modules—each just 3-5 minutes long—that you can complete at your own pace. With topics ranging from personal banking and mortgages to business, investments, caregiving, and retirement, there’s something for everyone. Plus, our courses are available in both English and Spanish, ensuring accessibility for all.

• Short, interactive modules: Enjoy brief, interactive lessons with slides you can read at your own pace and mini quizzes to test your knowledge.
• Free access: No registration required! But if you create an account, you can track your progress and revisit modules anytime.
• Personalized playlists: Unsure where to begin? Take a quick quiz to build a customized playlist that matches your financial goals.
• Flexibility and convenience: Complete modules whenever it’s convenient for you—no deadlines, just learning at your own pace.

Moving Financial Literacy Forward

Whether you’re looking to understand the basics of personal banking, learn more about mortgages, or plan for retirement, our free online courses are here to guide you. Take the next step toward financial confidence with Forward Bank’s easy and accessible financial education tool.

Explore our financial education modules to 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.

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.

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.

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.