Financial Education Workshops

Inclusive, Engaging Financial Literacy for Students and Staff

At Financial Space, we provide live financial education workshops designed for underrepresented students and staff. Our approach blends financial literacy with an inclusive, socio-emotional, and culturally responsive lens, ensuring participants feel seen, supported, and empowered to take control of their financial futures.

Are you a nonprofit, school, or program serving first-generation or underrepresented students? You’ve come to the right place.

What we offer

Financial Space offers 10+ live workshop topics organized under our three signature pillars:

Financial Empowerment Series

 Foundations of money management so students can confidently take control of their financial futures.

Financial Growth Series

Build on financial concepts with practical skills to make informed money decisions.

Investing for Your Future Series

Introduce students to investing basics so they can begin their wealth-building journey.

We customize workshops for all life stages, including pre-college, undergraduate, re-entry, transfer students, graduate students, foster youth, and even staff professional development.

What to Expect from Our Live Workshops

Our workshops are designed to be interactive, fun, and impactful, blending education with engagement so participants learn and take action right away.

We integrate:

  • Anonymous polls to encourage honest participation and reflection

  • Hands-on activities with real deliverables students can apply immediately

  • Community discussions that explore the emotional side of money

  • 30-minute group financial coaching where participants receive guidance tailored to their needs

What’s Included in Every Workshop

When you book a Financial Space workshop, you get more than a presentation; you get a full, interactive learning experience.

  • Customization of content based on your discovery call and pre-survey results

  • Pre- and post-assessments to measure knowledge, confidence, and motivation

  • Evergreen digital resources and fillable workbooks

  • A 30-minute group coaching session with a certified financial education instructor

Bonus:

Workshop recording and resources email in recap within 24 hours of workshop

What administrators are saying!

  • "Cynthia Diaz at Financial Space did a fantastic webinar for my CSUDH McNair Scholars on Building Wealth. Cynthia's 60-minute presentation was interactive, engaging and she provided a digital workbook for the students. Her materials and presentation were high-quality and reflected her professionalism. Cynthia also made finance fun for the students! Our scholars appreciated that she spoke about the misconceptions and lack of access to knowledge around building wealth, especially for first-generation college students. Cynthia taught the students the importance of retirement plans and explained different types of investments to "put their money to work." The students were so interested and appreciated financial information that showed them how to begin. My students had so many questions for Cynthia, and I felt great about the honest answers for them! As a McNair TRIO director, I want my students to advance in their education, careers and have wellness in their lives, including financial security. I love the topics Cynthia has put together for students and scheduled a 5-part series to develop "Finance Fridays" with my scholars! Cynthia understands our students, and her workshops are a great addition to my McNair curriculum. I highly recommend Cynthia Diaz at Financial Space!"

    Dr. Michelle Martinez, McNair Director Cal State University Dominguez Hills

  • Cynthia really has a way to deliver her presentation! Very interactive and engaging and her questions fit the presentation very well.

    Karla Castillo, Lecturer, Internship/Professional Development Coordinator, Cal State University Dominguez Hills

  • "It was an interactive session where Cynthia asked questions to keep us engaged. She made complex terms easier to understand."

    Jamie Viars- SSS DIrector, TRIO Miami Regionals

  • Definitely would recommend this programming to other programs, institutions, and high schools. The point of view Cynthia provides is relatable and understandable. She has shared experiences with BIPOC communities and is fully aware of the inequalities that exist when it comes to financial challenges. I will be sure to share Cynthias programming widely and advocate for more financial literacy for younger grade levels.

    Agustin Vasquez Lopez- Director, Alliance GEAR UP

  • I would recommend Financial Space to other TRIO Administrators. Cynthia is passionate about her work and she cares about the community. Our students were engaged throughout the entire session and they look forward to learning more about personal finance. Personal finance can be an overwhelming and new topic for first gen students. Most who have never discussed these topics with their own families. Cynthia made it a point to recognize that communities of color have been historically disadvantaged which impacts their socioeconomic status. She made students feel comfortable and offered them a safe space to engage with the content. Students learned new key terms and developed the skills to budget. The quiz questions were an effective way to teach students new concepts. The presentation went great. I wish we could cover more topics in one session since it's such valuable information. However, I understand it can be overwhelming for students to digest so many new concepts. We are extremely content with the session. We hope your business reaches many more first gen students. Your contributions will help our communities break generational cycles of poverty. We appreciate your work!

    Stephanie Hernandez- Project Manager Partnership Scholars Program

  • I would 100% recommend Financial Space to similar programs focused on student development. Our students loved to hear from Cynthia and appreciated the open space to talk about finances, especially as first generation college students who unfortunately do not have equal access to this information. Cynthia does a great job of relating to our students through interactive content and dialogue. As an administrator myself, I learned a lot along with my staff and students. I appreciated the space for all of us to ask questions and follow up with anything covered throughout our week-long event. The content was easy to follow along and broken down for beginners like myself.

    Dyana Lazo, GEAR UP College Success Manager Alliance College-Ready Public Schools

  • Cynthia strives to make students feel seen and heard. I have appreciated the deep respect, understanding, and sensitivity used to organize and facilitate the financial literacy sessions. Also, there is an openness to tailor sessions to the unique needs of our TRIO students.

    Lorena Valdez-Director Uc Berkeley TRIO SSS

  • Cynthia and Dyana's presentation was engaging, informative, and their energy shined through their delivery. Our students of color and from marginalized communities were able to relate to the information presented and received it a lot better from folks that look like them or have similar backgrounds. I would highly recommend to any organization, educators, school, etc.!

    Katherine Monterroso-Director A Place Called Home

  • Cynthia has a relatable approach that is welcoming and grasps the attention of our students. Her communication platform allows students to freely interact without feeling overwhelmed. For instance, she uses an app that allows students to ask questions, rather than singling them out during her presentations. My experience is no matter if you are the student or adminstrator, all are able to learn something new in Cynthia's financial literacy presentation. Which is really awesome, because we are able to share the information with other students who may have not been able to attend.

    Tranisha Blackwell- Educational Program Coordinator University of Bridgeport TRIO SSS

  • I really appreciated the structure of the presentation. It was engaging and leaned into answering the questions our students had. Cynthia did a good job of balancing the materials to cover as well as pausing to answer questions. Having the chat as well as the menti were beneficial. It allowed students to interact even if they were a little timid to post in the chat. Also, I appreciated the additional resources to students after the presentation. This will help them to continue to grow in their knowledge and confidence with their credit building.

    Jon DeWitt-Assistant Director of Student and Family Connections University of Colorado, Colorado Springs

Let our team of financial wellness experts do the heavy lifting.

Our team of first-generation financial literacy educators will design and facilitate your workshops, so you can focus on the big picture.

All Financial Learning Sessions align with the Jumpstart National Standards for Personal Financial Education

Make sure to contact us for our full menu of customizable workshops and training!

 FAQs

  • Yes! Our financial literacy workshops are interactive, relatable, and culturally responsive, especially designed for first-generation and underrepresented students. We use real-life money examples, plain language, and hands-on activities that keep students engaged from start to finish.

    Post-workshop impact: Over 90% of participants leave feeling more confident and prepared to manage their money. Many say it’s the first time they’ve felt truly comfortable talking about finances.

    If you want your students to leave not just informed, but empowered, let’s talk about the best workshop format for your campus.

  • Absolutely. No two programs are the same, and we don’t believe in “one-size-fits-all” financial literacy. We work with you to:

    • Align content with your grant objectives and reporting needs.

    • Address your students’ specific challenges, whether it’s navigating financial aid refunds, building credit, or learning about investing.

    • Integrate culturally relevant examples so students feel seen, understood, and respected.

    We’ll co-create a plan that ensures your students get exactly what they need. Reach out so we can start building it together.

  • Pricing depends on the length, format, and number of workshops you’d like. Many of our partners use grant funding to cover the cost, and we’re experienced in working within a wide range of budgets. We’ll provide a clear, upfront proposal, no hidden fees, so you can make an informed decision.

  • Yes! We’re based in Los Angeles, but we travel nationwide for on-campus financial literacy events. We also offer virtual financial literacy workshops via Zoom, ideal for programs with multiple campuses or remote students. Both formats are fully interactive and designed to keep students engaged.

    Let’s discuss which option would work best for your students and budget.

  • Our workshops are fully customizable to fit your program’s schedule. While most are designed as 60-minute sessions, we also offer 90-minute deep dives, 3-hour interactive bootcamps, and multi-day events for summer or bridge programs. We work with you to design the timing and pacing that best serves your students.

  • We create a safe, judgment-free space where students feel comfortable asking questions and sharing experiences. As a first-generation Latina and Trauma of Money Certified Practitioner, I approach every workshop with empathy and cultural awareness. Students quickly realize they’re not alone in their financial concerns, and that they can take control of their money story.

  • Yes! While our specialty is working with first-gen and underrepresented students, we also facilitate financial wellness workshops for businesses, nonprofits, and mid-level career professionals. Our content adapts to any life stage, from early career to retirement planning.