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Citi at Work. Benefits beyond banking

Financial Education Center

Citi at Work wants you to take an active role in your finances. The educational materials presented here are to help you gain deeper knowledge in areas such as Credit, Identity Theft, Home Buying, Retirement, Debt and Cash Management. Our goal is to provide you with tools that will truly help you understand your financial picture. Explore all the available topics and be sure to check back frequently for new tools.

These financial education workshops are designed to fully engage you in the subject matter and help you learn more by presenting the information in several fun ways such as games, calculators and quizzes. At the end, you'll walk away with an action plan and the steps needed to become financially successful. Plan on each workshop taking 10-20 minutes to complete. These interactive modules are exclusive to employees of Citi at Work client companies.

What's Your Credit Worth?

What is the purpose of credit bureaus? What's in your credit report and where does the information come from? Get the answer to these questions and learn about:

How to access and understand your credit report and score
What to do if there's an error on your credit report
How to deal with identity theft

Coming Soon

Cash Management

Do you have a budget? Do you understand your cash-flow situation and have a plan to reach your financial goals? Get the answer to these questions and learn about:

How to set S.M.A.R.T goals
The importance of establishing a budget to reach your goals
Utilizing other cash management methods to increase your cash flow

Coming Soon

Retirement

Need help defining your goals for retirement? Want to learn how to better estimate your needs for a comfortable retirement? Get the answer to these questions and learn about:

How to establish retirement goals
Understand what retirement income sources will be available to you
Find out if you're saving enough for retirement

Coming Soon

Home Buying

What are the benefits and risks of owning a home? Calculate how much home you can afford and how much you need to save in order to buy. You'll also learn about:

The financial impact of buying vs. renting
Historical home prices and real estate fluctuation
How much of a down payment will you need to purchase a home

Coming Soon