Financial Education Center

Learning Center

Fundamentals for Financial Wellness

We have talked with a lot of people who have questions about financial topics. From trying to understand credit scores to creating a plan to pay for education expenses, managing finances can leave you wondering where to go to find answers. That’s why we have put together these short interactive learning modules to walk you through questions and break down explanations. These quick modules can provide the information you need to make better decisions for long-term financial success. Have more questions? Just call us at (734) 432-0212 or send an email to At Catholic Vantage Financial, we’re here for you every step of the way.

These modules are available in both English and Spanish:

Teachers: Would you like us to provide free learning modules for your classroom: Grades 4-6 / 6–8 / 9–12 or College? Call (734) 432-0212 Ext 204 or email:

Your privacy is important to us. For security purposes, please do not include any confidential or sensitive information such as account, credit / debit, or social security information in your emails. Instead, please visit us in person or call us at 734-432-0212 to discuss sensitive information.

Your Financial Well-Being

Understand key financial concepts and make better decisions related to managing your money.

  • Credit Cards
  • Checking Accounts
  • Credit Scores and Reports
  • Build Emergency Savings
  • Savings
  • Payday Loans
  • Mobile Payments
  • Prepaid Cards

Everyday Life

Life is full of big decisions, and it can feel overwhelming at times. This program will equip you to better manage some major financial decisions that may come your way.

  • Considering Home Ownership
  • Mortgages
  • Auto Loans
  • Insurance
  • Taxes
  • Identity Protection
  • Credit Scores and Reports

Financing Education

  • Financing Higher Education
  • 529 Plans
  • Savings
  • Investments
  • Taxes