Already purchased the course?
Hack your budget, reduce your debt
and feel more confident with your money.
This course is for:
- People who feel worried about their finances and want to get their money life in order
- Those seeking practical strategies to boost savings and get out of debt
- Anyone looking to achieve financial security and freedom, regardless of income or net worth
- Certificate of completion issued automatically upon completion of course
What you'll get:
- Over 100 minutes of instructional video content, broken into digestible lessons
- A workbook with additional exercises and examples
- Access to watch and read at your own pace
In this course, you will:
- Understand your money psychology and learn ways to establish a healthy relationship with money
- Identify and change unconscious beliefs you have about money
- Break bad financial habits, form good ones, and manage financial stress
- Learn different methods to budget, save, and pay off debt
- Increase your income potential and make the most of employee benefits
- Save for retirement and grow your money by investing
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Plan your estate and protect loved ones with insurance
Note: This course was previously called Achieve Financial Wellness: Be Happier, Wealthier and More Financially Secure.
Why choose Smarter by CNBC Make It:
Expert-Led Instruction: Learn from experts with extensive experience guiding people from diverse backgrounds on their path to financial wellness.
Actionable Insights: This course will teach you how to organize your finances and set yourself up for long-term success, with practical steps and exercises to help you get started right away.
Comprehensive Curriculum: This course will provide a broad overview of everything you need to know to achieve financial wellness. We’ll guide you through this journey step-by-step, in simple language that is easy to understand, even for those without a lot of financial knowledge.
Your Instructors:
Kamila Elliott
Kamila Elliott is a certified financial planner and CEO of Collective Wealth Partners, one of the largest Black-owned wealth management firms in America. She has over 20 years of experience assisting high-net-worth individuals and business owners with financial planning, tax and investment needs. Elliott is a member of the CNBC Digital Financial Advisor Council.
Brad Klontz
Brad T. Klontz, Psy.D is a financial psychologist, professor and certified financial planner. He has studied the psychology of money for more than 15 years, and helped clients understand and overcome their subconscious beliefs and patterns that affect their financial behaviors and decisions. Klontz is a member of the CNBC Digital Financial Advisor Council.
Yanely Espinal
(Photo: Amanda Savinon)
Yanely Espinal is a director of educational outreach at Next Gen Personal Finance. She began her career as a teacher and noticed a gap in the education system when it came to money management. She has since made it her mission to educate young people about how to achieve financial wellness. Espinal is a member of the CNBC Global Financial Wellness Advisory Board.
Course Curriculum
- Setting Yourself Up For Success (0:27)
- Increasing Your Income Potential (3:58)
- Making The Most Of Employee Benefits (4:36)
- Saving For Retirement (7:32)
- Growing Your Money Through Investing (6:11)
- Introduction to Estate Planning (5:08)
- Protecting Your Loved Ones With Life Insurance (3:50)
- Playing The Long Game (2:51)
Additional Courses:
Frequently Asked Questions
Is Smarter by CNBC Make It a subscription?
No. You are charged once for the course you select, with no recurring charges. After purchase, the course remains available for you to take, subject to the Smarter by CNBC Make It Supplemental Terms. We reserve the right to cancel, suspend or make any changes to any Smater Services in our sole discretion at any time without prior notice.
How many times can I take a Smarter course?
Smarter by CNBC Make It courses are pre-recorded videos, and you can watch them whenever you want, on your own schedule, subject to the Smarter by CNBC Make It Supplemental Terms.
Do Smarter courses have subtitles?
Yes. All Smarter by CNBC Make It courses have subtitles. Turn them on with the subtitle icon at the bottom-right of the screen.
I am enrolled in a Smarter class and having technical issues!
Smarter courses are supported only on Chrome and Firefox. If you are experiencing log-in issues with your class, please try signing in here: https://smarter.cnbcmakeit.com/sign_in
You can try troubleshooting with the steps from this article:
General technical troubleshooting.
For other issues, please visit Teachable's help page here.
Can I take Smarter classes on a mobile device?
For iPhone, you can download the Teachable iOS app and follow Teachable's instructions for accessing courses in the app:
Links:
- Teachable iOS app: https://apps.apple.com/us/app/teachable-online-courses/id1177062376
- Instructions for using the iOS app: https://support.teachable.com/hc/en-us/articles/115000766167-Use-the-iOS-App-as-a-Student
Please note: Smarter by CNBC Make It courses are only supported on Chrome and Firefox browsers.
Can I take Smarter classes outside of the US?
Yes. Smarter courses should be accessible outside the U.S., and the lessons apply to people living in the U.S. and elsewhere. Course materials are in English. Contact support if you run into access issues.
How do I download the workbook for my Smarter course?
After enrolling, you can download the course workbook as a PDF. The download button is at the bottom of the worksheet page.
Can I purchase a Smarter by CNBC Make It course as a gift?
Yes. Select "Send as a gift" at checkout, then enter the recipient's name, email address, and a gift message. The purchased course is sent to the recipient immediately after purchase.
What is the refund policy for Smarter courses?
All sales for Smarter services are final. Returns, refunds and exchanges are not provided.
More information:
- Terms of Service: https://smarter.cnbcmakeit.com/p/terms.
Read more here.
Have more questions? Reach out to us at smarter@cnbc.zendesk.com and we'll help you out.