Getting Started

Financial Wellness @ Penn aims to enhance students’ financial well-being by providing personal finance education, tools, and resources. Financial literacy is the first step in the process – understanding personal finance skills and why they’re important. We want to take student financial literacy a step further toward financial wellness: our goal is to help students feel empowered to set financial goals, make informed financial decisions, and improve their financial behaviors. We believe every student—undergraduate or graduate—should leave Penn with a plan for their financial future.

As part of the broader Wellness at Penn initiative and as one of the eight domains of wellness, Financial Wellness @ Penn seeks to demonstrate the importance of students’ financial health, now and in the future.

Action Items

Follow these steps to begin your financial wellness journey today!

1
Assess your financial well-being

If you're not sure about the current status of your financial well-being, consider taking a short assessment made by the Consumer Financial Protection Bureau. This scale is the first of its kind to measure both an individual's financial preparedness and financial confidence. 

2
Browse financial education

Whether you're drafting your first budget, opening a savings account, or building credit, Financial Wellness @ Penn is here to help. Read through our financial education modules to learn about personal finance basics. 

3
Schedule a financial wellness appointment

Once you know the basics of personal finance, it's time to identify your next steps. Financial Wellness @ Penn offers free one-on-one peer financial counseling to students who want to discuss their financial questions in more detail. 

4
Attend and/or request a workshop

If learning in a group setting is more your speed, join us for a Financial Fridays workshop or encourage one of your student groups to request a workshop from us.