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WELCOME!

to

UMB's Financial Education Center!

Our program is designed to help you learn about the money management topics that are relevant to your life. No matter where you are on your financial path, we have courses to help you.

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Choose a playlist below to start learning or customize a playlist to focus on the financial topics of your choice

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We know you face important financial decisions every day and we are here to help! This program will equip you with the critical knowledge and skills you need to make the financial decisions that are best for you.

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The information contained on this website is provided by UMB Bank, n.a. through a relationship with EVERFI, Inc., our third-party provider. The content provided on this website is intended for educational purposes only, contains no investment advice or recommendations to buy or sell any specific securities or engage in any specific investment strategy, and is not intended as a substitute for legal, tax, commercial and/or financial advice from a licensed or qualified professional. We strongly advise seeking the services of competent professionals for guidance in these areas. References to financial products and programs are general references and in some instances may not be applicable to UMB or our products or practices. This information is not updated regularly and some of the information may not, therefore, be current.

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Securities and insurance products are:
NOT FDIC INSURED | NO BANK GUARANTEE | NOT A DEPOSIT | NOT INSURED BY ANY GOVERNMENT AGENCT | MAY LOSE VALUE