Personal Finance Essentials Courseware Updates

Welcome to the Personal Finance Essentials updates page. We want to make it easy for you as an instructor to be aware of the updates made to this courseware. As you know, industry rules and regulations can change fast. We update the material every year to ensure you’re teaching with the most up-to-date, relevant courseware available.

Below, you’ll find a master list of all changes that have been made since its original publication date. The table is searchable to make browsing extremely convenient.