Empowering Learners with a Lifetime of Healthy Financial Habits
TFO Life Academy makes financial learning easy, fun, and engaging for our client families with RightTrak, our new do-it-yourself financial learning experience complete with games, assignments, videos, quizzes, scenarios, and more. Learn the essentials of spending, saving, budgeting, investing, and more through a beautiful user experience that can be taken anytime, anywhere.
Games
A variety of interactive gameshows have been developed to keep knowledge checks fun and exciting.
Infographics
Graphical information is presented through dynamic imagery to enhance knowledge retention and recall.
Video Content
Live-action, animated, and lightboard video content encourages multi-sensory learning and understanding.
Scenarios
Help real-life characters in a multitude of scenarios think through and solve complex financial situations.
Quizzes
Each lesson will culminate with a final knowledge check each learner must pass to move on to the next course.
Completion Certificates
Learners who successfully complete all 15 lessons will earn their RightTrak completion certificate.
What You’ll Learn With RightTrak
Learn the fundamentals of managing, protecting, growing, and sharing wealth.
Our customized classes teach the fundamental foundations of wealth, including budgeting, banking, credit cards, insurance, investing, taxes, and much more.
Learn simplified, actionable plans you can begin to implement into your financial plan today and in the future.
Classes go far beyond its content. We push learners to retain important fundamentals with “how-to” guides, helpful checklists, and many other essential financial planning items.
Acquire a lifetime of healthy financial habits to help get you where you want to go.
Begin to apply lessons learned to your financial life – start separating ‘needs’ and ‘wants,’ implement helpful savings practices, and begin to invest for your long-term financial future.
A Customized Learning Curriculum With You in Mind
Our core curriculum concentrates on the four fundamental foundations of wealth we believe are critical to developing good financial habits. By learning and living these lessons, students can get on the right track to a bright financial future.
THE RIGHTTRAK FOUNDATIONAL FOUR
Four Traks to Get You on the Right Trak.
Trak 1: Manage
Before building wealth, one must first have a firm understanding of how to manage it. Our MANAGE Trak will tackle the basics of budgeting, banking, borrowing, credit cards, saving, and opportunity cost.
Trak 2: Protect
Protecting what you’ve worked for is just as important as building it. Our PROTECT Trak will handle life insurance, disability insurance, property & casualty insurance, workplace benefits, and cybersecurity.
Trak 3: Grow
Our GROW Trak will cover all things investing and how to make your money work for you. These include types of investment accounts, why one should invest, types of securities, compound interest, and much more.
Trak 4: Share
Our SHARE Trak will highlight various strategies to pass on wealth to family and charities successfully. These strategies include taxes, key estate planning tools, and the importance of philanthropic giving.
