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FINANCIAL EDUCATION & RESOURCES

Tips, tools, and advice to help you reach your financial goals

Financial Resources & Education

Learning and resources just for you

We’re here to help our members make wise money decisions and reach your financial goals. From handy tools to education and advice, you’ve come to the right place.

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Financial education 

Maybe you're ready to look for your first home or a new car. Or maybe you'd like to build a budget or boost your credit score. Explore our library of short, helpful interactive features to boost your financial smarts. All learning is entirely online and free.

START LEARNING

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Meet with a financial coach

Enjoy free financial coaching from a helpful, trusted, experienced Advantis staff member — over the phone or in a branch. Have a conversation about building credit or consolidating debt. Get a financial wellness review, create a budget, or learn more about smart money management.

LEARN MORE & SCHEDULE APPOINTMENT

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Financial tips and articles

Stretch your financial learning muscles with helpful information and tips on a range of topics, including money management, auto buying, home equity loans, and mortgage loans. 

GO TO ARTICLES

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Fraud prevention center

Tap into helpful information and advice about keeping your personal and account information secure, phishing scams, identity theft, online banking safety and more. 

VISIT FRAUD PREVENTION CENTER

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Workshops

We offer a range of free financial workshops to help you on your financial journey. Topics include budgeting, improving your credit score, reducing debt, homebuying, and more. Check out our schedule of upcoming workshops.

go to WORKSHOPS

Calculators

Use our handy, free calculators to do the math and help you with important financial decisions. Crunch the numbers on auto buying, credit card and debt, insurance, loans, personal financial, and savings.

go to CALCULATORS

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Forms to get things done

Download a form to make a change or request with Advantis. Dispute a transaction, set up an ACH, change your address, set up direct deposit, and more.

FORMS CENTER

















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