The Student Financial Literacy Series, sponsored by the Division of Student Life, provides comprehensive financial education to all Carleton students. Through a partnership with HomeTown Credit Union and departments across the College, Carleton offers 60-minute workshops on a variety of financial topics.

Topics include:

  • Discover Your Money Personality
  • Understanding My Student Bill
  • Banking
  • Budgeting
  • Credit & Debit
  • Understanding Your Health Insurance
  • Taxes
  • Investing
  • Salary Negotiation
  • Renting & Owning
  • Entrepreneurship
  • Financially Independent and Retire Early
  • Fraud & Scams

To learn about workshop dates, times, and locations, check the Student Life calendar.

To complement the workshops, all Carleton students now have access to iGrad, a comprehensive financial literacy platform offering personalized tools and resources to help students manage their finances. It provides interactive courses, videos, and personalized advice to help students build a secure financial future. As a part of Carleton College’s partnership with iGrad, students have access to no-cost virtual services.

Access iGrad (use Carleton username and password)

To equip you with the essential skills for responsible money management during your time at Carleton and beyond, we highly recommend engaging with the following key iGrad courses. This comprehensive list covers everything from building your first budget and understanding your paycheck to navigating credit reports, planning for retirement, and protecting yourself from identity theft. Completing these modules will empower you to make informed financial decisions and build a solid foundation for your future.

Career:

  • Finding your dream career
  • Understanding your paycheck and W2

Credit and Debt:

  • Using credit cards responsibly
  • Understanding credit reports and scores

Education:

  • Staying on track with student loans while in school*
  • Repaying your student loans*

Milestones and Major Purchases:

  • Saving for goals
  • Buying or leasing a car

Money Management:

  • Banking beyond checking and savings
  • Creating a budget (and sticking to it)
  • Creating a financial plan for your priorities and goals
  • Managing financial stress
  • Banking with financial institutions
  • Filing your taxes

Protection:

  • Protecting yourself from identity theft and scams
  • Setting up an emergency fund
  • Understanding health insurance

Wealth Building:

  • Planning for retirement
  • Investing to build wealth
  • Empowering people with disabilities through ABLE accounts*

*not applicable to all students

Students have access to iGrad services 365 days a year. That means you have access during breaks, after-hours, and any time you need support! Visit carletoncollege.igrad.com to get started (using your Carleton username and password).