Financial Literacy Program

What is the Financial Literacy Program?

The Boehly Center Financial Literacy Program is a student-run, non-credit, certificate-granting program offered by the Boehly Center for Excellence in Finance at the Raymond A. Mason School of Business. It seeks to provide students with a working knowledge of basic personal finance concepts in critical areas such as personal budgeting, student loans and personal credit, the economics of higher education, insurance and taxes, and saving and investment for retirement. The program is open to all current W&M undergraduate students.

Why is financial literacy important?

Your finances will affect every aspect of your life. Effective money management can ensure a more stable marriage, your ability to afford new experiences, and greater personal freedom. A lack of financial awareness will lead to poor outcomes:

  • Over 40% of Americans cannot afford a $400 emergency expense
  • 43% of student loan borrowers are not making payments
  • 38% of U.S. households have credit card debt

Our program will help you plan for your desired lifestyle and avoid costly mistakes. In the long run, financial literacy will provide a sense of freedom and a boost to happiness. We provide seminars, one-on-one tutoring, and financial workshops for students groups.

How does the program work?

  • The Financial Literacy Program is a 4-session series running each semester (dates TBD in future Boehly Center Communications)
  • The program also holds one-off sessions upon request (please see the form above). These one-off sessions can combine multiple topics listed above depending on the request & audience.

Subject Matter Modules

  • Introductory Personal Finance Topics
    • Budgeting, Saving, Credit/Credit Cards, Investing
  • Student Loans
    • Types of Student Loans, Application Process, Repayment, Refunds, Considerations/Alternatives
  • Your First Job
    • Taxes, Insurance, Retirement Saving/Planning
  • Graduate School
    • Informative Overview, Affordability, Pros/Cons, and Additional Considerations

The Team

Peer Educators are student leaders who create & present the Financial Literacy Program’s content with the direction & supervision of faculty directors.

Alex Sadid ’24

FLP Coordinator

Finance major

 

Extracurriculars: Howard J. Busbee Finance Academy, Alan B. Miller Entrepreneurship Center Member, Club Golf, Member of the Kappa Sigma Fraternity

Sumaiyah Fatima Headshot

Sumaiyah Fatima ’22

Senior Peer Educator

 

Accounting and Philosophy double major

Extracurriculars: Director of Financial Operations for Tri Delta, South Asian Student Association

 

Charles Tai Headshot

Charles Tai ’24

Peer Educator

Finance major, Data Science minor, Innovation & Entrepreneurship concentration

 

Extracurriculars: Club A Ultimate (Merry Men), Alpha Kappa Psi, Mason Investment Club, Finance Academy

 

Brayan Juarez ’23

Senior Peer Educator

Accounting and Economics double major

 

 

Extracurriculars: club soccer team, Latin American Student Union

Cameron Beck Headshot

Cameron Beck ’23

Peer Educator

Finance major, Mathematics minor

 

Extracurriculars: Senior Analyst, Mason Investment Club, Howard J. Busbee Finance Academy, Club Wrestling

Liberty Bassett Headshot

Liberty Bassett ’22

Peer Educator

 

Extracurriculars: Head Resident with Residence Life, VP Of Communications for Women in Business, Treasurer for Phi Sigma Pi, Secretary of National Residence Hall Honorary, member of Phi Mu

Grace Kuai

Grace Kuai ’23

Senior Peer Educator

Finance major

 

Extracurriculars: VP of Professional Development in Alpha Kappa Psi, Tribe Innovation Facilitator

 

Ben Simon Headshot

Ben Simon ’23

Peer Educator

 

 

Extracurriculars: Club Soccer (Captain), Camp Kesem, AMP, Accounting Society

 

Sam Gruber Headshot

Sam Gruber ’24

Peer Educator

Psychology and Public Policy Major

 

Extracurriculars: Resident Assistant, Film Society member, AMP member, Dad Jeans Improv Member

 

Former Peer Educators

Ignas Vismantas ’21

Graduate School

 

Finance major

 

Raman Khanna ’21

Your First Job

 

Finance major and Data Science minor

 

 

Meghana Boojala ’22

Introductory Personal Finance Topics

 

Finance and Religious Studies double major

 

Olivia Naughton ’22

Student Loans

 

Government major, Management and Organizational Leadership minor

 

Emily Lo ’23

Your First Job

 

Business Analytics major