Partner Financial Institution

Financial Education & Financial Wellness

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Your Homeownership Journey

Program starts in November 2025

Homeownership
Financial Education Program
for Customers

Prepare your finances, understand mortgages 

& create a homeownership plan

Learn

Online from any device

Earn

Certificate of Completion

Plan

Homeownership Success

Program Curriculum

1.0 Introduction to Homeownership

Learn More about Homeownership

Understanding Ownership Rights & Responsibilities

First-Time Homeowner Considerations

Starting Your Journey to Homeownership

2.0 Understanding Mortgage Basics & Loan Types

Introduction to Mortgages

Mortgage Interest Rate and Amortization

Mortgage Loan Types

Mortgage Loan Process and Costs

3.0 The Home Building Process

Understanding the Steps to Build a Home

Key Players in the Home Building Process

Home Building Options & Costs

Make a Personalized Home Building Checklist

4.0 Prepare Your Finances for Homeownership

Assess Your Current Financial Picture

Understanding Your Borrowing & Repayment History

Budgeting & Saving Goals for a House You Can Afford

Applying & Qualifying for a Mortgage

5.0 Creating a Long-Term Homeownership Plan

Introduction to Long-Term Homeownership Planning

Managing a Mortgage & Other Homeownership Responsibilities

Ongoing Costs of Homeownership

Retirement & Estate Planning Considerations

Create Your Long-Term Homeownership Plan