Financial Education Resources
Empower your team and organization
education is the foundation
At Canopy Credit Union, we believe financial confidence is the first step toward a happier, healthier Spokane. That’s why our financial education programs are free and open to everyone in our community–no Canopy membership required!
From personalized 1-on-1 coaching to team workshops that empower your staff, we provide the tools and guidance to help you grow—and have a little fun along the way! Your financial education means your financial freedom.
When you know your options, you can make decisions that are in YOUR best interest!
- here, you grow.
We love gardens for a reason—growth thrives when it’s shared! That’s why Canopy offers workshops on a variety of topics designed to support your organization no matter where they are in their financial journey. Explore our options below or request a workshop. We can create a personalized experience based on your unique goals – become a business partner today!
Here are some of the workshops we offer:
- Understanding Your Credit Score
What it is, why it matters, and how it impacts your financial future.
- Strategies to Improve Your Credit Score
Practical steps to boost your score and maintain healthy credit.
- Credit Cards 101: How to Use Them Wisely
Understanding interest rates, rewards, and responsible spending habits.
- Credit Cards: When to Use Them and When to Avoid Them
Friend or Foe? Making informed decisions about when a credit card is the right tool—and when it isn’t.
- Demystifying Loans: Understanding Different Types and How They Work
A breakdown of personal, auto, home, and other loan options.
- First-Time Homebuyer Guide: Everything You Need to Know
From saving for a down payment to closing on your dream home.
- Smart Car Shopping: How to Get the Best Deal
Tips for negotiating, financing, and avoiding common pitfalls.
- Student Loans and Paying for Higher Education
Exploring funding options and strategies to manage education costs.
- Building a Budget That Works
Creating and sticking to a budget that fits your lifestyle and goals.
- Saving and Investing Basics
Understanding savings accounts, retirement plans, and how to start investing.
- Debt Management and Reduction Strategies
Practical ways to manage, reduce, and eliminate debt effectively.
- Financial Wellness for Life Events
Preparing for major milestones like marriage, parenthood, and retirement.
- Fraud Prevention and Identity Theft Protection
Safeguarding your personal information in a digital world.
- Navigating Major Purchases
How to plan and pay for significant expenses like vacations, home renovations, or medical bills.
- The Psychology of Spending: Why We Spend the Way We Do
Exploring the emotional and behavioral drivers behind spending habits and how to make more mindful financial decisions.
- Intro to Checking and Savings Accounts
Exploring different types of bank accounts and best practices to get you off on the right foot.
Additionally, check out the young adult’s Guide to Money, which highlights how to borrow, insurance basics, investing and more.
we take your financial wellness personally
At Canopy Credit Union, we bring financial wellness straight to your workplace—with free, 1-on-1 financial coaching for your employees. No account required.
We’ll meet your team where they are and help them create a personalized roadmap to build confidence with money and reach their goals.
When your employees thrive, your organization thrives—and so does our community.
Connect with Kurtis Kelly, our Director of Business Development, to explore how Canopy can support your team today.
from our toolkit to yours
Make home buying a breeze with our Home Buyers Guide! Discover what lenders really look for, the important steps to remember, helpful do’s and don’ts, and plenty of tips to make your journey smoother.
Dive into our blog for smart financial tips and tricks! From savvy savings and budgeting hacks to loan advice and more, we’ve got ideas to help you take control of your money—without the stress.
canopy social media
Follow our Instagram account and TikTok for bite-sized financial education at your fingertips!