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

Nicholas Kwasnik Headshot

Nicholas Kwasnik ’25

Peer Educator

Economics major, Mathematics and Finance double minor


Extracurriculars: Senior Analyst at Mason Investment Club, Vice President of John Quincy Adams Society at W&M, Incoming Facilitator at Tribe Innovation, Incoming Tour Guide at Spotswood 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


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


Brooke Hemingway Headshot

Brooke Hemingway ’25

Peer Educator

History and Economics major


Extracurriculars: Student Conduct Council, Writing Resources Center Consultant, College Company, InterVarsity

David Weissman Headshot

David Weissman ’24

Peer Educator

Finance major, Economics minor, Innovation & Entrepreneurship concentration


Extracurriculars: Entrepreneurship Center, Finance Academy, Mason Investment Club

Former Peer Educators

Raman Khanna ’21

Your First Job


Finance major and Data Science minor

Ignas Vismantas ’21

Graduate School


Finance major

Liberty Bassett ’22

Peer Educator


Accounting and Art History major

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

Cameron Beck ’23

Peer Educator


Finance major, Mathematics minor

Grace Kuai ’23

Peer Educator


Finance major

Emily Lo ’23

Your First Job


Business Analytics major

Ben Simon ’23

Peer Educator


Accounting major

Sumaiyah Fatima ’22

Peer Educator


Accounting and Philosophy double major

Brayan Juarez ’23

Peer Educator


Accounting and Economics double major