Financial Well-Being Resources
Financial Well-Being Resources
Self-Guided Courses and Modules
Your Financial Journey: College Edition
Brought to you by JPMorgan Chase & Co., Your Financial Journey: College Edition, is a FREE financial education course you can access through Courseworks.
Students may add this course to their Courseworks Dashboard and complete the course material when they have some extra time on their hands. The self-directed, online course provides is a comprehensive, free financial literacy curricula equipping Barnard students with foundational personal finance skills. These skills include how to earn and save money; manage money by being a wise consumer and creating and using a budget; manage bank accounts, investments, and credit; assess risks and use insurance, and address financial problems like identity theft and debt. The knowledge gained from this course will prepare students for financial decisions setting them on a path toward success as they complete their education and prepare for life after graduation.
MNYMSTRS
MNYMSTRS is a financial education course you can access at MNYMSTRS.com or download the app on Google Play / Apple Store.
Started in 2021 by a small group of people with a big vision – MNYMSTRS is a free online Financial Education Platform with one purpose – to improve financial literacy and make better decisions about our money. As Product Owner, Ekta Vig Sikder BC’99 is especially curious to hear from the Barnard community as participants journey through the platform. Feel free to reach out to her at Ekta@MNYMSTRS.com with questions, comments, and feedback. Her goal is to make MNYMSTRS the place not only to learn but, with the support of the users, a place where the purpose is served so that everyone can feel empowered to collaborate and support the future of financial well-being.
Finance Tools (Budgeting, Investing and More!)
BUDGETING TOOLS:
- Monthly Budgeting Spreadsheet: Check out this comprehensive budgeting spreadsheet alumna, Ekta Sikder ‘99, created for a 3-part series on finance fundamentals in March 2022. Make a copy of the google sheets page and start confidently budgeting your monthly expenses. Ekta is a product owner at MNYMSTRS, a free online financial education platform. As a product owner, Ekta is responsible for the growth and development of MNYMSTRS Academy. Aarushi is her intern.
- Semester Budgeting Spreadsheet: Check out this comprehensive budgeting spreadsheet the Financial Well Being Intern, Flavie de Germay, created to help students manage their income and expenses over the course of college semesters. Make a copy of the google sheets page and start confidently budgeting your semester expenses.
- Co-Budgeting (2 Flatmates) Spreadsheet: Check out this comprehensive budgeting spreadsheet the Financial Well Being Intern, Flavie de Germay, created to help students manage co-budgeting between two flatmates. Make a copy of the google sheets page and start confidently budgeting your semester expenses.
- Co-Budgeting (4 Flatmates) Spreadsheets: Check out this comprehensive budgeting spreadsheet the Financial Well Being Intern, Flavie de Germay, created to help students manage co-budgeting between four flatmates. Make a copy of the google sheets page and start confidently budgeting your semester expenses.
INVESTING TOOLS:
- Recorded Zoom Panel on Approaching Individual Investing with an Environmental, Social, and Governance (ESG) Lens: Click here to watch a recorded panel of Preeti Bhattacharji, Head of Sustainable Investing, JPMorgan Chase US Private Bank; Vito Rovulo, TIAA and Eva Yazhari ‘06, author of The Good Your Money Can Do discussing ESG investing,
what it means in the context of climate change, and how you can evaluate and make your own investment decisions using an ESG lens.
INTRO TO FINANCE FUNDAMENTALS TOOLS:
- Recording In-Person Panel with the author of Financial Adulting, Ashley Feinstein Gerstley: A recording will be released soon!
Featured Readings
President Beilock explains how Barnard is approaching financial education.
Christine Shin '84 Quoted in MoneyGeek: Women's Guide to Making Financial Moves After College
Associate Dean of Beyond Barnard Christine Shin '84 offers some insight on women graduates’ finances.
Umbreen Bhatti, Barnard class of '00 and Constance Hess Williams ’66 Director, offers some insight on managing finances as a freelancer.
Joanna Smith-Ramani ’98 quoted Break This Down: The Impact of the Racial Wealth Gap on Mental Health
Financial security expert Joanna Smith-Ramani ’98 explains how social policies that prioritize equity and justice can close the racial wealth gap and improve women of color’s mental well-being.