Financial Resources

General Resources

  • Enrich provides “tools to help you make money decisions today while preparing for tomorrow.”  Free for APTA members.  Offers topics, courses, tools, communities on everything from buying your first home to tackling student debt.
  • is a free, web-based personal financial management service for the US and Canada.  It allows you to aggregate all of your accounts into one place and manage your finances.  Also offers tools and tips for better budgeting.
  • Bankrate offers the expert advice and tools you need to make those decisions with confidence. helps you find and compare rates on financial products like mortgages, credit cards, car loans, savings accounts, certificates of deposit, checking and ATM fees, home equity loans and banking fees.
  • Often, your bank should offer budget and other financial planning resources.  Check your bank website or contact a financial advisor at your bank for more information.

Student Loan Resources

  • Understanding student loan debt and preparing for repayment. A free course module through Enrich.  Learn smart strategies for borrowing and repaying student loans.
  • Student Loan Refinancing This program, provided by Laurel Road, offers a 0.25% discount for eligible APTA members off the competitive interest rate. An additional 0.25% discount is available for all electronic funds transfer participants.
  • Certified Financial Planning (CFP) Find a Certified Financial Planner professional—one who has completed training to earn CFP® designation—through the Find a CFP Professional® database of the Certified Financial Planner Board of Standards.

Want more information from the APTA? Check out the APTA’s latest podcast on financial literacy released on April 3. You can also watch a student loan recorded webinar, originally presented to students at George Washington University. Or gain insights from last year’s Facebook live #XchangeSA chat with our financial education provider and student loan refinancing provider.

The NCPTA Early Professional Special Interest Group is in no way affiliated with any of the resources provided.  Any resources provided do not constitute and shall not be construed as professional advice.  These resources are provided through web-based research completed by the EPSIG and have been vetted to the best of our ability.  Please follow links at your own risk and discretion.  Additionally, we do our best to offer both free and fee-based resources in order to make resources accessible to all.