Adult Education/Instructor Date Posted: 7/7/2025 Location: Corvallis School District #1 Financial Literacy Series Class Information: You may attend only the evenings that you want. If you do not plan ...
Adult Education/Instructor Date Posted: 7/7/2025 Location: Corvallis School District #1 Financial Literacy Series Class Information: You may attend only the evenings that you want. If you do not plan ...
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Financial Education Instructor information
What are Financial Education Instructors?
How does a Financial Education Instructor typically collaborate with community organizations or schools to deliver financial literacy programs?
What are the key skills and qualifications needed to thrive as a Financial Education Instructor, and why are they important?
What is the difference between Financial Education Instructor vs Financial Advisor?
| Aspect | Financial Education Instructor | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, ChFC, or FINRA licenses often preferred | CFP, CFA, or Series 7/66 licenses typically required |
| Work Environment | Educational settings, community programs, online platforms | Financial firms, banks, independent practices |
| Employer & Industry | Educational institutions, non-profits, government agencies | Financial services industry, wealth management firms |
While both roles involve financial knowledge, a Financial Education Instructor primarily focuses on teaching financial literacy and skills, often in educational or community settings. In contrast, a Financial Advisor provides personalized financial planning and investment advice to clients. The certifications and work environments overlap but serve different purposes within the financial industry.

Full-time
Posted 24 days ago
Job description
Adult Education/Instructor
Date Posted:
7/7/2025
Location:
Corvallis School District #1
Financial Literacy Series
Class Information:
You may attend only the evenings that you want. If you do not plan to attend all three sessions, please email adulted@corvallis.k12.mt.us and let us know which ones you would like to attend so that we can be best prepared. If we do not hear from you, we will assume you plan to attend all sessions. Thanks!
Session 1: Banking basics
Get an overview of banking - including checking and savings accounts, why they are important, how to open and protect your accounts, and how to use banking in your everyday life.
Session 2: Understanding Credit
Learn about the history of credit, what factors make up your credit score, and gain a better understanding of how to build or repair, maintain, and protect your credit.
Session 3: Understanding the Lending Process
Understand what a loan is, the different loan types, the 4 Cs of lending (Credit, Capacity, Collateral, and Character), where and how to apply for a loan, plus additional loan factors.
Competencies and outcomes include:
Session 1:
- How to choose a bank and account that is right for you.
- How to protect yourself from fraud.
- Strategies for saving money, budgeting, spending, etc...
Session 2:
- Learn how credit scores are calculated.
- How to increase your credit score and maintain good credit.
Session 3:
- Understand different types of loans.
- What factors to consider when taking out a loan.
- Basics of applying for a loan.