Beyond traditional financial literacy, our platform creates lasting engagement through AI powered personalized learning.
Increased Retention
TikTok-style micro-learning keeps Gen Z users returning daily.
Educational Value
AI-personalized curriculum adapts to individual learning styles and interests aligned with the Fink Learning Model.
Long-Term Value
Students transition from basic accounts to investment products over time.
Trust Building
Personal finance content aligned around national standards establishes Step as a responsible financial partner.
Program Structure
Duration
6 weeks, daily lessons & weekly office hours
Format
Self paced sessions paired with interactive assignments
Units Covered
Unit 1: Budgeting
Unit 2: Savings
Unit 3: Investing Fundamentals
Unit 1: Budgeting
Monitor and Adjust
Track spending against budget
Create Personal Budget
Produce monthly budget using templates
Apply Envelope Method
Implement to manage spending
Understand Budget Categories
Identify key categories and allocate percentages
Students will design personalized budgets reflecting priorities, expenses, and financial goals through practical exercises that teach tracking, categorizing, and adjusting financial plans.
Unit 2: Savings
Define Savings Objectives
Distinguish between short-term and long-term savings goals and set tangible targets for each timeframe.
Calculate Emergency Fund Needs
Determine emergency fund size based on personal or hypothetical expense data (3-6 months of necessary expenses).