Get the most from your financial advisor.

If you work with a financial advisor, you know the value of expert advice from someone you trust. Real Finance amplifies your relationship, turning occasional in-person meetings into ongoing conversations that build financial health.

Under the objective guidance of your advisor, Real Finance helps you overcome obstacles that may stand in your way through personalized financial education. Explore videos, assessments, and articles on hundreds of topics that matter to you. Progress at your own pace or as part of a structured learning plan. As you explore Real Finance, your advisor gets to know you and your needs better, leading to more productive planning and better results.

What to Expect

Most people live busy lives, so Real Finance helps you make the most of every visit. Working with your advisor, you'll build a portfolio of achievements that are designed to encourage smart financial decision-making.

  • Get objective feedback on your financial knowledge, attitudes, and behaviors, assess your risk of identity theft, learn about your financial personality, plus more.
  • Complete online courses designed by your advisor.
  • Subscribe to timely, bite-sized financial education delivered via email with This Week @ Real Finance.
  • Create a monthly spending plan and compare it with your actual spending.
  • Measure your financial health over time with our financial check-up assessment.
  • Set financial goals and track your progress with our interactive checklist tool.
  • Create a financial notebook linked to topics that are most relevant to you (or that you have questions about).
  • Calculate the cost of financing a car, borrowing for higher education, buying a home, or paying off credit card debt.

Each day brings new financial opportunities (and challenges), but you don't need to face them alone. When you have a question or concern, your financial advisor is just one click away.

Focus on Courses

Real Finance courses are interactive experiences that could include multimedia, textual resources, quiz / survey questions, and personalized financial assessments. As you explore courses, your advisor is there too - tracking your progress and identifying areas where you may benefit from help.

At Real Finance, we believe that the very best education comes from those who know you best, so each financial advisor can customize courses using our content and their content. A few of the courses available include:

Financial Basics

From understanding the concept of "financial health" to making a budget to understanding credit reports and scores, our Financial Basics course gets you off to a great start.

Buying a Car

Buying a car is one of the largest (and most complicated) purchases any of us will ever make. Topics include buying new versus used, lease options, evaluating a used car, the implications of different types of financing, and even how to negotiate your purchase.

Paying for College

Whether you're 18 years old and going off to college for the first time or you're a parent of a college-bound student, Paying for College is for you. The course dispels common myths about paying for college, explains the pros and cons of various loan programs, and explains loan repayment options.

Overcoming Financial Trouble

At some point, almost everyone will encounter some type of financial trouble - from an occasional missed payment to personal bankruptcy. Learn your rights, how to create a plan for moving forward, and when to seek help from a financial counselor.

Starting a Business

More Americans than ever are starting businesses. Learn how to minimize financial risks, evaluate opportunities, deal with basic legal issues, and avoid the many scams that target aspiring entrepreneurs.

Elder Care

Develop strategies for making sure your aging parents are fully prepared for the financial, physical, and emotional challenges of growing older.

Continuing Education

Did you know that 75 percent of all college students are "non-traditional," meaning they don't rely on their parent's financial support to pay for school? Intended for working adults, this course explains education financing options, how they differ from those of younger students, and loan repayment options.

Getting Married and Financial Planning

Saying "I do" is just the beginning. If you and your spouse are like many couples, there could be major purchases and even kids in your future. Learn how to plan for major expenses, talk about money (easier said than done for many couples), discover when prenuptial agreements could be appropriate, and understand the tax implications of marriage.

Insurance Planning

Thinking about an illness, car accident, or even death is never fun, but planning for unexpected events is part of any responsible financial plan. In this course, we explore auto insurance, home owner's and renter's insurance, health and disability insurance, how to make sure your wishes are carried out when you are ill, and the importance of establishing a will.

Saving and Investing

It's hard to turn on the television today without someone shouting stock picks or telling you that the sky's falling. Our Saving and Investing course helps you separate the sensible from the sensational, offering a conservative approach to understanding investment vehicles, accounts, and strategies

Retirement Planning

With Social Security as we know it today likely to change in the future, there's no better time to explore the options for securing your financial future. From understanding the tax benefits of various savings plans to making sure you take advantage of any employer benefits, this course offers a sensible plan for your Golden Years.

Enter your access code to get started.

Codes are provided by your financial advisor.

No access code?

We'd love to have your help in introducing Real Finance to your financial advisor. Please tell them about us!

Feel free to contact us if you need more information.

We appreciate your help!