Financial education licensing for organizations
License Clever Girl Finance for your organization
Deliver structured financial education curriculum, accessed through Clever Girl Finance’s managed learning environment and supported by our team.
Why license structured financial education curriculum?
Research consistently shows that behavior change requires structure, reinforcement, and practical implementation, not isolated financial tips or standalone workshops. Clever Girl Finance curriculum is built around a defined roadmap and research-backed behavioral methodologies, guiding participants from mindset and financial organization to debt elimination, wealth building, and long-term financial protection. This structured progression creates measurable engagement, stronger retention, and sustainable financial outcomes.
Consistent learning experience
Participants follow defined pathways instead of navigating disconnected content.
Scalable implementation
Programs are designed for organization-wide access with structured rollout support.
Stronger engagement metrics
Structured platforms allow tracking of enrollment, participation, and completion trends.
Led by a certified financial education expert
Clever Girl Finance is led by Bola Sokunbi, a Certified Financial Education Instructor (CFEI) and founder of one of the largest financial education platforms for women in the United States.
Our curriculum is built on a structured roadmap designed to drive measurable engagement and long-term behavior change, and has earned the Distinguished Personal Finance Content designation from the National Financial Educators Council (NFEC) after rigorous review, aligning with industry best practices and research-based education principles.
A real platform your people will actually use
This is not a PDF library. Your organization gets a structured learning experience — courses, tools, and challenges — delivered through a clean, easy-to-navigate portal.
Curated pathways
We align a course track to your goals (budgeting, debt payoff, investing, wealth building, and more).
Tools and templates
Worksheets, trackers, and practical resources to turn learning into action — not just inspiration.
Rollout support
We support launch messaging and onboarding so your team isn’t left figuring it out.
What you can license
Choose a curated bundle or full-library access. Add live programming if you want higher engagement.
Course library access
Self-paced learning across budgeting, saving, debt payoff, investing, mindset, and goal planning.
Worksheet and tools library
Templates and resources that support implementation and habit-building.
Savings challenges
Optional challenge-based programming for accountability and momentum.
How it works
Simple, structured, and rollout-friendly for busy teams.
Discovery
We confirm your goals, audience, and success metrics.
Curation
We map the right pathway (or full library) for your people.
Deployment
We set up access and co-branding.
Launch
We support onboarding and internal rollout messaging.
Renewal-ready
Annual licensing with clear participation insights and next-step options.
Who it’s for
We partner with organizations that want women-centered financial education with real structure behind it.
- Employers & HR teams
- Universities & alumni networks
- Nonprofits & foundations
- Professional associations
- Credit unions
- Community banks
Frequently asked questions
How is pricing structured?
Licensing is priced annually and based on seat count, curriculum scope, and any optional services (like workshops or custom pathways).
Is white labeling available?
No. Partnerships are co-branded to protect trust and drive engagement.
How long does implementation take?
Most partners can launch in 4–8 weeks depending on scope, approvals, and whether you want a curated pathway.
What kind of reporting is available?
Engagement reporting includes enrollment, participation, and completion trends per course.
Ready to explore a licensing partnership?
Tell us about your organization and goals, and we’ll share recommended options and next steps.