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WCCU Financial Education Resources

Learning about finances can be easy!

  • Quick modules with smart money tips
  • Personalized financial tools
  • Flexible learning options
Quick modules with smart money tips
Personalized financial tools
Flexible learning options
Financial Education Youth Financial Education Scholarship Opportunities Teacher Grant Program

WCCU Financial Education Resources

We know managing your finances can be complicated, especially as your needs change over the years. Whether it’s meeting important goals, or making improvements in your financial life, we can help you get there. And now, you can access Financial Education for what you need, the way you want it.
Financial Education Center
Boost your financial knowledge with free 3–5 minute interactive modules, tools and articles.
Discover Your Money Personality
Begin with a free quiz or checkup and explore tools tailored to your financial journey.
Youth Financial Education
Fun, easy money management tools to teach kids about saving, spending, budgeting, and more.
WCCU Wealth Management*
Receive guidance for your financial future and learn via online seminars on retirement, investing, and more.
Business Financial Education
Access quick, free 3–5 minute interactive modules covering a variety of business topics.
Fraud Education
Learn about top scams, get tips and find out ways you can protect yourself.

Questions?

Need help with complicated financial concerns?
WCCU has financial solutions for every life event. Learn more or Contact us today to schedule an appointment with a Certified Financial Counselor.

Westerly Community Credit Union is a full-service credit union with Rhode Island branches in Westerly, Richmond, Wakefield, and Coventry.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westerly Community Credit Union and WCCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management, and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or WCCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Your Credit Union (“Westerly Community Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Westerly Community Credit Union for these referrals. This creates an incentive for Westerly Community Credit Union to make these referrals, resulting in a conflict of interest. Westerly Community Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.