Financial Resources

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Be Well: (Lehigh’s employee wellness program)

Offers 1:1 coaching sessions surrounding the psychology of money (note: the program does not offer direct financial advice).

Budgeting wellness tracks are available, and employees can earn points by completing the tracks.


LinkedIn Learning:(available to all Lehigh staff, faculty and students)

Note: you will need to first activate your LinkedIn Learning account before being able to access these resources. Follow the instructions on the LTS page here: Activate Your Account

  • Budgeting in Real Life
    • Most budgets fail. But it’s not because the people who made them failed—it’s because they were set up to fail. Budgets are useless if they don’t work in real life. In this course, learn how to create a budget that meets you where you are. Financial planner and fintech consultant Natalie Taylor explains how to overcome the most common budgeting pitfalls, budget based on your values, and set achievable goals. She also shares tips on balancing spending and saving, discusses how to plan for unexpected costs, and demystifies the question of “How can I budget and still enjoy life?” If you want to transform your budgets from stressful to successful, take this course to build a budget that works for you.
  • Managing Your Personal Finances
    • For many of us who are not financial professionals, worrying about money and saving for the future can be a chore. In this course, financial expert Jane Barratt shows how opportunities arise when you change your attitude towards money. She walks you through the basics of personal finance—earning, spending, saving, and investing—with an eye for finding opportunities to enrich your life. She addresses such questions as: How can you earn more? What are the different types of income? How can you use tax season as a benchmark for planning and goal setting? How do you budget? What is the value of money and what are the smartest approaches for savings and investing? All of this and more is covered in this beginner's course in personal finance.
  • Personal Finance Tips and Tricks
    • No matter where you are in your financial life, personal finance experts Jane Barratt and Amanda Clayman can help you get a handle on your finances and lay the groundwork for your financial future. Each video, they offer a new tip, designed to help you make smart decisions about your money. They discuss the financial considerations around going back to school, making sure you and your partner are financially compatible, retiring, having a child, paying off loans, and taking care of your pets. They also explain basic economic terms such as economic cycles, what the sharing economy is, and how to manage your asset to cash ratio.
  • Financial Wellness: Managing Personal Cash Flow
    • Even if you're normally levelheaded, "your brain on money" is different, and it can keep you financially stuck. In this course, financial therapist Amanda Clayman reveals ways you can adjust your financial habits and manage your cash flow in a positive way. Amanda helps you evaluate your current stress level and understand how your financial attitudes developed in the first place. She further helps you break down the stressful stimulus response behavior, separate your emotions from the noise, and gain a clear understanding of your situation and your options—and the consequences of past decisions. Last, she presents her framework for change, in a four-step model for managing your personal cash flow.
      • Learning objectives
        • Identify the various meanings money has to people.
        • Describe strategies for overcoming financial frustrations.
        • Differentiate the ways in which human bodies handle stress.
        • Define the factors in the 3S cash flow model.
        • Relate actions to a successful method of managing cash flow.
  • The Five-step Guide to Mastering Your Money
    • Want to gain greater control over your finances? Tune into this concise, practical course for tips on setting and achieving your financial goals. Money journalist and writer Talia Loderick shares expert tips for creating a more positive relationship with money. Talia steps through how to assess your current financial state and determine what you want to achieve in the future. She also provides an overview of what to consider when making decisions about debt, discusses how to track your weekly, quarterly, and annual spending, and more.



Blog: Financial Tips for Every Stage in Life | Learn - PSECU

Online Learning Center: Financial Education | Pennsylvania State Employees Credit Union (

Webinar: Building a Better Budget (

PSECU On-campus contact: Candice Richards,


Uprise Health: (Lehigh’s Employee Assistance Program):

Note: available only to full-time benefits-eligible staff members

Employees can call in to 1-800-395-1616 and ask to talk to someone about finances. They can also access budgeting resources on the website by going to access code: lehigh and clicking on the financial tile. Another great resource would be to go to the webinars tile and visit the archived webinars. There is actually a webinar on “Budgeting Basics – The Key to Becoming Financially Healthy”, among other great webinars available about financial wellness.