The largest collection of live and on-demand personal finance classes

SmartPath Learn improves financial literacy through interactive classes that simplify complex personal finance decisions. State-of-the-art AI algorithms enable us to recommend courses based on specific user demographics.

The upcoming calendar of classes has a wide range of interesting financial topics to choose from.

Product Features

Daily classes
Daily Classes

We offer live classes every weekday at various times to accommodate busy schedules.

live q&a
Live Q&A

A licensed financial professional is available during each class to answer any questions in real-time.

fully automated
Fully Automated

Onboarding and ongoing program management are fully automated, with support from a dedicated Account Manager, saving you time and administrative headaches.

personalized recommendations
Personalized Recommendations

Users receive upcoming class recommendations based on their unique demographics via email or SMS text.

available in Spanish
Available in Spanish

The entire user experience is now accessible in Spanish, including the product platform, communications, and our most popular live and on-demand classes.

24/7 access
Anytime, Anywhere

All classes are recorded and available in our on-demand video library, giving users access to content anytime, anywhere.

See our teachers in action!

Anyone can give a presentation, but SmartPath instructors are teachers that know exactly how to engage users and give them practical support where they need it most. Watch the video below to see our teachers in action.

A solution for everyone

SmartPath is the perfect complement to any business. We educate your population to make sound financial decisions, then deliver key insights and learnings back to you. Leveraging advanced AI technology, we offer best-in-class, personalized financial education that will give you the edge to outpace your competition.

Retirement Plan Advisors
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Employers
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Brokers
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for fintech
Fintech
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for fintech
Banks & Credit Unions
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Let's talk!

Ready to learn more about SmartPath and how financial education can benefit your organization?
Talk to Sales

See why customers love SmartPath!

Your format is engaging – casual but simple and clear, and you make a technically complicated benefit less daunting and easy to understand.

Lalaine Balois

Benefits Consultant

Leidos