Financial Education
Financial Wellness Starts Here
Explore our free financial education resources to help you master your money.
Financial Education
Financial Wellness Starts Here
Explore our free financial education resources to help you master your money.
Build a Brighter Financial Future
At South Bay Credit Union, we believe financial literacy is key to successful money management. We’re proud to offer free online resources to help you accomplish your financial goals at every stage of life.
Create a budget
Build credit
Save more
Manage debt
Buy a home
Prepare for retirement
Take Control of Your Money
BALANCE is a free financial fitness program available to South Bay Credit Union members. Take advantage of these educational resources designed to guide you on your journey toward financial success.
Online tools to learn the basics of personal finance
Online tools to learn the basics of personal finance
Personalized Financial Coaching
As an added benefit of your South Bay Credit Union membership, you have access to confidential, certified financial counselors through BALANCE – at no cost to you. They’re available to work with you one-on-one and create a personalized plan to help you address any money management challenges you may be facing, including:
Debt and budget coaching
Debt and budget coaching
Credit report review
Credit report review
Student loan coaching
Student loan coaching
Homeownership coaching
Homeownership coaching
Rental coaching
Rental coaching
Bankruptcy coaching
Bankruptcy coaching
Call a Counselor 888.456.2227
Call a Counselor 888.456.2227
Improve Your Financial IQ
South Bay Credit Union has partnered with Banzai, a premium online financial literacy program, to provide free lessons on a variety of financial topics. Banzai courses use real-life scenarios to demonstrate the power of good financial planning – no matter where you are on your financial journey. Learn how to:
Use credit cards wisely
Use credit cards wisely
Manage college costs
Manage college costs
Plan for a financial emergency
Plan for a financial emergency
Navigate inflation
Navigate inflation
Navigate Your Financial Life
As a member-owned, not-for-profit credit union, South Bay Credit Union is dedicated to our mission of “People Helping People.” Through our partnership with the California Credit Union League, we’re able to offer additional financial resources and personal money solutions to help you live better.
