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Financial education as a shared experience.

Learning about money alongside peers creates a different kind of understanding. Our group workshops bring financial concepts to life through discussion, real examples, and structured exercises — without selling anything or recommending specific products.

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What each session covers.

Young adults participating in a financial literacy group session
01

Understanding Your First Credit Card

How credit cards work in Mexico — CAT, minimum payments, interest calculations, and the mechanics of revolving credit. This session focuses on understanding the product before using it, not on whether to get one.

90 minutes
Workshop participants comparing savings tools and apps on their phones
02

Savings Methods and How They Compare

An exploration of different savings approaches — the envelope method, automatic transfers, tandas, digital savings accounts — and how each one interacts with different income patterns and spending habits.

2 hours
03

Budgeting in a Mexican Context

Building a personal budget that accounts for the realities of Mexican working life — informal income, IMSS deductions, seasonal expenses like Día de Muertos or quinceañeras, and family financial obligations that often fall outside standard budgeting templates.

2 hours
04

Debt: How It Works and How to Think About It

A neutral look at consumer debt — not a lecture about avoiding it, but a clear explanation of how different debt types work, what the real costs are, and what questions to ask when evaluating any credit product. Includes BNPL schemes and personal loans.

2 hours
05

Setting Medium-Term Financial Goals

How to define, structure, and work toward a financial goal over a 1-3 year horizon. The session covers goal-setting frameworks, the relationship between current habits and future outcomes, and how to adjust plans when circumstances change.

90 minutes
06

The Psychology of Money Decisions

Behavioral finance concepts applied to everyday decisions — why we make the financial choices we do, what cognitive patterns influence spending and saving, and how awareness of these patterns can support more intentional decision-making.

90 minutes
TALLERES GRUPALES  •  EDUCACIÓN FINANCIERA  •  EMPRESAS  •  UNIVERSIDADES  •  COMUNIDADES  •  GROUP WORKSHOPS  •  FINANCIAL LITERACY

How our sessions are structured.

Each workshop is designed to be practical and discussion-based rather than lecture-style. Participants engage with real scenarios and leave with a clearer understanding of the topic.

Universities

Sessions adapted for students at different stages — from incoming freshmen to final-year students entering the job market for the first time.

Workplaces

Financial wellness programming for companies and organizations — delivered as part of employee development or wellbeing initiatives.

Community Groups

Accessible sessions for community organizations, neighborhood associations, and social programs serving young adults in various economic contexts.

Online Format

Remote sessions available for groups outside Mexico City — same structured content, adapted for virtual delivery with interactive elements maintained.