Once you have your activation code(s) — found both in the “📦 Your Order Has Been Shipped!” email and on the inside cover of your Student Workbook — you’ll enter them HERE.

On that page, choose the button for the portal you want to activate. You’ll then be taken to a screen where you’ll enter your Coupon Code, name, and email, and create a password for your account.

Be sure to write down your password — for privacy reasons, we don’t have access to it. If you ever forget it, simply follow the prompts to reset your password.

There could be several reasons for this:

1. Each code is for one time use, if the code has already been used to activate the portal it will no longer be valid.

2. Each code is unique to either the Teacher or Student portal. Make sure you are using the correct code for the portal you are trying to activate.

3. If neither of these reasons apply to you, please click HERE to send us an email so that we can be of further assistance.

The portals for this course are hosted by Kajabi. This online learning platform uses the email address as the differentiator for each account. Therefore, each portal must have a unique email address associated with it.

* It is possible to share the portal access if you do not want to provide a different email address.

This is a great idea🧠. The portals are designed to be self-explanatory but with anything new, it takes some getting used to. You can watch this brief 7-minute video for a great overview.

If you forgot where the class is hosted, don't worry! It happens all the time. 😉The class portal can be found on our website or by following THIS link.

Upon activation, you set up an account in the portal using an email address and a password. For your privacy, we are not able to see the password you have chosen. Therefore, you will need to reset your password using the email you entered at activation. Click HERE to reset the password.

IMPORTANT!!! In order to receive the password reset instructions, you must enter the correct email address and check your SPAM folder.

Yes! In all portals, there is a Settings option in the upper right side of the screen (to the left of your Profile picture). In the Settings menu, you are able to update your name, email, password and more.

Our portal host, Kajabi, has created a Troubleshooting guide for those who are having difficulty accessing the portal due to connectivity or firewall issues. Read more HERE.

Still having trouble? Send us an email along with a screenshot of the error message HERE.

Before Personal Finance
You’ll find a Lesson Overview on the second page of your workbook. This overview outlines each section and provides an estimated time for each activity. You can have your student complete tasks one at a time or group several together for a longer session—whatever best fits your family’s schedule.

Beyond Personal Finance
Because this course is highly customizable, lesson times can vary. Most video lessons are about 30 minutes long, but students may need additional time for consumer math problems, decision-making activities, and optional research. On average, each lesson can be completed in under two hours, including video, workbook, and assignments.

That said, the learning often continues long after class ends. Many families find that the best conversations happen around the dinner table—discussing the choices, trade-offs, and “aha” moments from each lesson. So while the structured portion may take two hours, the real impact often lasts much longer.

Yes! Each lesson in the teen curriculum has the work provided in PDF form. Refer to the Downloads section on the left-hand side of each lesson page in both the Student and Teacher portals.

Information on how to create a Google account can be found on the Google Account Help page HERE.

The Google Form is designed to send a copy of the student's answers to the email they enter on the top line of the form. The student should then forward a copy to the teacher if requested. Otherwise, the student should hang on to the form for reference later in the class.

If the student did not receive their answers and they have checked their spam folder, there is a pretty good chance that the email was entered incorrectly. The student should go back to the form and try again making sure to use the correct email.

This view-only version is important because all users of the portal share the link, therefore no one can have edit permission.  

In order to enter information into the Google Sheet, the student will need to create a version of the sheet on your own Google account.  Here are the instructions:

1. Click on File > Make a Copy

Note: You need to be signed in to a Google Account* in order to make a copy of a Google Sheets spreadsheet.

2. From the pop-up enter a name for the spreadsheet and then click on OK.

A copy of the spreadsheet will open automatically, and you can now fully edit this copy.

More information on this can be found in the Course Information tab of both the Student and Teacher portals.

The portals are designed for reference only, no work will be stored in the portal. Instead, completed work is stored as follows:

GOOGLE FORMS

The submissions made for the Selection & Reflection Forms will be emailed to the email address provided at the top of each form. If the student does not receive the email, check have them check their SPAM folder. If they still don't have it, they will need to complete the form again paying careful attention to the email entered at the top of the form. The answers provided on this form are for reference only and should be submitted to the parent/teacher upon request.

GOOGLE SHEETS

In most cases, you will want to briefly review the budget the student has made in the lesson. If needed, your student can share the Google Sheet with you so you can review and makes notes.

Follow the steps below to share a Year in Review Google Sheet:

Open the file to be shared (this is the file saved to the student's Google Drive account).

Click Share.

Enter the email address of the person who will review the file.

Choose Editor access.

Click Send.

Before Personal Finance

Because every community (and family!) is different, you’re encouraged to adjust the numbers to better match what’s realistic for your student.

For example, the income amounts for babysitting, home projects, or lawn care can reflect what your family would typically pay—or what your student has earned or would expect to earn in your area. This makes the experience more personal and relevant to their real-world understanding of money.

The prices in the shops are designed to represent general spending categories, not exact brand or store pricing. If your student is saving for something specific that isn’t listed, feel free to substitute or add items that reflect their unique interests and goals. The goal is to make the simulation feel authentic and engaging, not restrictive.

Remember—this program is meant to spark curiosity and conversation. The more you tailor it to your student’s world, the more meaningful (and fun!) the learning will be.

Beyond Personal Finance

The expense and salary figures used in Beyond Personal Finance represent national averages at the time of printing. As you know, the economic uncertainty of the past few years has caused significant fluctuations in prices, so your local costs may vary.

We continually review and update our curriculum, and these numbers will be adjusted in our next release. In the meantime, the expense figures in the workbook and the salary data from CareerOneStop remain reliable benchmarks for comparison and discussion.

If you prefer, you’re welcome to customize the figures to better reflect your area’s cost of living or current inflation trends. Guidance on how to make those adjustments can be found in both the Teacher and Group Leader Portals.

⚠️ A quick note of caution: If you update the expenses to reflect higher costs in your area, be sure to adjust the income figures as well. Leaving salaries at the national average while increasing expenses will create an unrealistic financial imbalance—and plenty of unnecessary frustration for your students!