Financial Wellness
Focused on the Financial Well-being of the University of Maryland Community
The Financial Wellness Center at the University of Maryland is poised to revolutionize financial literacy among students, empowering them to make informed financial decisions that pave the way for lifelong success.
Learning to responsibly manage money, borrow, save and plan for the future while in college significantly influences a student's financial well-being after college. Providing students with the financial knowledge, skills, and abilities necessary to make informed financial judgements will not only promote their financial success but also increase retention and graduation rates.
Mission Statement
“To transform the financial landscape for students by equipping them with the tools to thrive both during and long after their college journey.”
Goals
Through financial guidance, support, and coaching, the Center will help students who are:
Resources
TerpTax
Provides free tax preparation services to all low to mid-income individuals in the community according to VITA/TCE guidelines.
CFMA
Club aiming to provide personal financial literacy to UMD & PG County students through workshops, guest speaker events, and community outreach intiatives.
Financial Aid Office
UMD’s financial aid office in charge of handling student’s financial aid and requests.
Money Talks
Money Talks hosted by the UMD Libraries to provide and encourage financial education and awareness.
SECU
SECU is Maryland’s largest credit union with 23 financial centers throughout Maryland and 50,000+ free ATMs. A safer and smarter banking alternative.
Justice for Fraud Victims
Pro bono risk assessmnets for small businesses and nonprofits by identifying control weaknesses and providing
pragmatic solutions without budget increases.
Events
Fearless Budgeting in College
3:30 PM EDT
Fearless Budgeting After College
3:30 PM EDT
Fearless Equity Investing
3:30 PM EDT
Fearless Retirement Investing
3:30 PM EDT
Financial Education Courses
Behavioral and Social Sciences
- BSOS201: Ensuring your Financial Future Through Stock Investing
University Courses
- UNIV362: Designing Your Life after College
Business and Management
- BMGT289D: Frauds, Scams, Thefts: What, How, and Why?
- BMGT289J: Personal Financial Success During College
- BMGT289K: Personal Financial Success After College
- BMGT399A: Financial Peer Mentoring
Family Science
- FMSC123: Personal Financial Literacy: From Distress to Success
- FMSC341: Personal and Family Finance
Peer Mentors
Manasa Alur
Gage Hamilton
Anthony Kazzi
Selorm Kpodo
Ian Njenga
Marisa Patel
Shane Samuels
Stephanie Sulc
Mckinley Washington
Sign up to become a peer mentor!
Advisory Committee
Joseph Bailey
Associate Dean of Undergraduate Programs
Smith School
Lily Griner
Business & Economics Librarian
Libraries
Michael McMillan, CFA, CPA
Certified Educator in Personal Finance
Associate Clinical Professor of Accounting & Information Assurance
Smith School
Sam Handwerger, CPA
Founder of TerpTax and Justice for Fraud Victims
Lecturer, Accounting & Information Assurance
Smith School
Volunteer
Sign up to volunteer for events, training, advisory, meetings, and more!
