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.
Financial Literacy Program
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

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

Sam Gruber ’24
Peer Educator
Psychology and Public Policy Major
Extracurriculars: Resident Assistant, Film Society member, AMP member, Dad Jeans Improv Member

Sumaiyah Fatima ’22
Senior Peer Educator
Accounting and Philosophy double major
Extracurriculars: Director of Financial Operations for Tri Delta, South Asian Student Association
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
Senior Peer Educator
Finance major
Emily Lo ’23
Your First Job
Business Analytics major
Ben Simon ’23
Peer Educator
Accounting major