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At Falconer we lead the industry in our research and development of financial literacy programs. We are dedicated to providing opportunities for our clients as well as the community to enhance their financial competency, confidence, and control.

It is the purpose of all of our programs to enable individuals to:
  • Increase self-esteem and confidence within financial topics
  • Enhance interpersonal communication skills when talking about money
  • Improve their financial and investment knowledge
  • Practice decision-making and critical analysis skills
Through research, client feed-back, and development teams, we have put together a portfolio of exciting and thought-provoking programs. Please click on the logos located on the right of the page to read brief descriptions of each.

Please contact us at any time for more information.
A financial literacy program exclusively for women.

This program is designed just for kids, parents, and their teachers.

An interactive two hour workshop that outlines the elements needed to create your own proactive giving plan.

We create one-of-a-kind curriculum based on the dynamics, needs, and ages represented by your family.