FOR TRIO & UPWARD BOUND PROGRAMS
Give your students the financial
foundation before starting college.
The Wealthy Scholar Program delivers culturally relevant, grant-justifiable financial literacy for TRiO and Upward Bound students, with measurable outcomes your program can document and report.
Save their first $1,000
Invest their first $1,000
Build a 700+ credit score
STUDENT PROGRAM GOALS
WHO THIS IS FOR
Built for TRiO directors who need outcomes, not just programming.
Grant renewal depends on student outcomes. The Wealthy Scholar Program is designed to produce the kind of measurable financial literacy results you can document, report, and be proud of.
TRiO & Upward Bound directors
You need programming that aligns with federal student success goals, produces documentable outcomes, and actually engages first-generation students.
Educational opportunity program coordinators
You're building the bridge between where your students are and where they need to be. Financial literacy is one of the most critical gaps in that bridge.
Financial aid and student success offices
You're seeing the downstream consequences of students who arrive financially unprepared. This program addresses it before they enroll.
THE PROBLEM
First-generation students face financial decisions no one in their family has navigated.
89%
of TRiO students are first-generation college students, navigating student loans, credit, and financial independence without a family roadmap.
$37K
is the average student loan debt for first-generation graduates, often compounded by credit card debt accumulated without financial training.
Grant risk
TRiO program renewals depend on demonstrated student outcomes. Financial literacy programming with measurable results directly supports that case.
TWO PROGRAM OPTIONS
A single intensive or a full program, both built for TRiO students.
Choose based on your program calendar, budget cycle, and the depth of impact you want to deliver.
$4,500
PER EVENT
2-Hour Intensive
One high-impact session covering the three core Wealthy Scholar goals, ideal for summer programs, orientation events, or calendar-constrained cohorts.
- WHAT'S COVERED
Saving your first $1,000 | the exact system
Investing your first $1,000 | stocks, ETFs, compound interest
Build a 700+ credit score | how it works and how to start
Each student leaves with a step-by-step action plan
Pre/post assessment for program documentation
Full facilitation | no prep required from your staff
$15,000
PER COHORT
12-Session Full Program
The complete Wealthy Scholar curriculum. 10 financial literacy sessions plus 2 real-world case study days designed for maximum student transformation and grant-reportable outcomes.
-WHAT'S INCLUDED
All 10 core financial literacy sessions
2 case study days | real scenarios, applied learning
Full student workbook and resource library
Pre/post assessments for each session
Program outcome report for grant documentation
Full facilitation for all 12 sessions
Student completion certificates
THE CURRICULUM
10 sessions + 2 case study days.
Adapted for TRiO cohorts with group facilitation, peer discussion, and applied case studies. The same proven curriculum as our Wealthy Graduate program but built for institutional delivery.
01
Money Mindset & Goal Setting
Identify the beliefs about money holding your teen back and replace them with a goal-driven financial identity.
02
How Money Actually Works
Income, expenses, assets, liabilities - the foundation most adults were never taught and can't explain.
03
Budgeting Your First Paycheck
Build a real budget from real income, not a textbook example. Teens leave with a working spending plan.
05
Credit Scores & Credit Cards
How credit scores are built, what destroys them, and how to start building a 700+ score before leaving home.
04
Saving Your First $1,000
The exact system to hit $1,000 in savings, including where to keep it and how to avoid overspending.
06
Banking & Financial Technology
Checking, savings, high-yield accounts, fintech apps... what to use, what to avoid, and why it matters.
07
Investing Your First $500
Stocks, index funds, compound growth made simple enough for a teenager to act on, not just understand.
08
Entrepreneurship & Side Hustles
How to turn a skill or interest into income, including the basics of getting paid and keeping records.
09
Paying For College Without Tons Of Debt
Understanding FAFSA, scholarships, grants, and the true cost of student loans before they sign anything.
10
The Wealthy Scholar Plan
A personalized step-by-step action plan to save $1,000, invest $500, and build a 700+ credit score on their own timeline.
11
Case Study Day 1
Real-world financial scenarios applied to group problem-solving. Students practice decision-making under actual financial pressure.
12
Case Study Day 2
Advanced scenarios focused on long-term wealth building, debt management, and financial resilience.
WHAT TRIO DIRECTORS SAY
From administrators who've booked us.
"The Family Money Night is a great event and our parents really enjoy being able to learn about finances as a family."
Orville McDonald
Upward Bound - University Of Cincinnati
"We're grateful our families were able to get access to quality financial education with this great event!"
Arlene Brown
Upward Bound - Cincinnati State
BOOK A DISCOVERY CALL
Let's talk about your program's needs.
Fill out the form and we'll reach out within 1 business day to discuss your cohort size, calendar, budget cycle, and which format fits your program goals.
COMMON QUESTIONS
Before you ask.
Can this be documented for grant reporting?
Yes. Pre/post assessments are built into both formats. The 12-session program includes a full outcome report designed to support grant documentation and renewal applications.
Is this available virtually?
Yes. Both formats are available in-person or virtually via Zoom. Virtual delivery doesn't change the curriculum or the outcomes, only the logistics.
Is the content culturally relevant for our students?
Cultural relevance is the foundation of everything we do. The Wealthy Scholar Program is designed specifically for first-generation and underrepresented students. The scenarios, examples, and facilitation style reflect your students' actual lives.
How large can a cohort be?
Both formats are designed for cohort-based delivery. Contact us with your cohort size and we'll discuss the right setup. Pricing is per cohort, not per student.
When during the year does this work best?
The 2-hour intensive works well for any time of the year. The 12-session program runs across a semester or academic year with weekly or bi-weekly sessions. It's also perfect for summer!
Do students actually hit the three goals?
Students leave with the exact knowledge, tools, and step-by-step action plan to save $1,000, invest $1,000, and build a 700+ credit score on their own timeline after the program ends.
