Get a head start on your financial security with HUECU

Personal Finance Management provides an introduction to essential information and skills for a lifetime of successful money management. The program features a variety of industry experts who will provide students with an understanding of credit cards, credit scores, budgeting, insurance, taxes, and investing. Using case studies, students will connect the principles of personal financial management with their own finances and goals.

Want to learn the best steps for proper investing? Wondering how you will manage your money? Register for the HUECU Personal Finance Management wintersession program and you’ll learn how to make your money go further!

PLEASE NOTE: This course is for Harvard students only, priority will be given to undergraduates.


Program Details

Dates: Wednesday, January 18th & Thursday, January 19th

Times: 10:00 am to 2:00 pm

Location: Fong Auditorium, Boylston Hall, Harvard Yard

Complimentary lunch will be offered

Please bring your laptop to access online course materials.

Program Materials:
Budget Worksheet




Wintersession Day 1
Wintersession Day 2
Colony Group

*Our presentations are intended only for use of the person to whom they were distributed to by Harvard University Employees Credit Union (HUECU). Further distribution or disclosure is expressly prohibited without the prior written consent of HUECU. Information provided within the presentations is general and educational in nature.  It is not intended to be, and should not be construed as, investment advice.


Topics Covered

→ Budgeting

→ Credit Cards

→ Credit Reports & Credit Scores

→  Marketplace Investing

→ Retirement Planning

→ Borrowing

→ Taxes

→  Insurance