Financial Education & Tools
Rooted in Education. Committed to Financial Empowerment.
Initially founded as Utica Teachers Federal Credit Union, First Source has deep roots in education dating back to 1938. We’re proud to support financial literacy in our community, both inside and outside the classroom. Through funding for school-based financial education programs and hands-on learning experiences for all, we’re serving to build a stronger, more financially confident future.
Presentations and Workshops
Looking to bring financial education to your organization or school? We’ll come to you! Our team offers customized, interactive workshops and presentations tailored to your group’s needs. School classes and assemblies for K-college, employee wellness fairs and continuing development, breakfast or lunch 'n' learns, job fairs, summer programs, community events, and more! From budgeting basics to credit building and beyond, we make financial learning engaging, practical, relevant, and fun. Presentations can be given on-site, in person, or virtually.
Request a presentation: financialeducation@fsource.org.
Discover Financial Wellness with Enrich
First Source offers access to the Enrich financial wellness platform, which delivers a personalized approach to your needs, combining interactive tools with one-on-one financial coaching. Recognizing that financial well-being looks different for everyone, Enrich starts with a quick financial check-up quiz to learn about your money personality, financial stress, and mindfulness, creating a customized journey just for you. No two are the same. This is a great tool for young adults through all stages of life.
Explore Enrich
Interactive Financial Education for Students with Banzai
Banzai through First Source is great for students aged 8–18. There are three online learning modules for elementary, middle, and high school. Each takes students through age-appropriate, real-life financial scenarios where they “choose their destination” as they go. For teachers, there is a full curriculum with activity sheets, online access, grading components, and teacher’s guide. For those outside a classroom setting, you can access the modules, as well as a library of articles, calculators, coaches, and more!
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Penny University
For First Source Teen Members, we offer our Penny University Program. Quarterly, there are new learning modules available that our Teen Members can complete. Once completed, they earn a prize. Learn more here
Explore Penny University
Live Smarter
From interactive tools to personalized coaching and educational presentations, we’re here to help you make informed, confident financial decisions. Have questions or ready to get started? Call 315-735-8571 or make an appointment with one of our friendly Member service representatives today.