Financial Wellness


The Basic Needs Initiative within Campus Health and Wellbeing is proud to present resources and programming to foster financial wellness among the Cal Poly Community.


Making Money Moves Financial Wellness Event Series 2022

Cal Poly's Basic Needs Initiative within Campus Health and Wellbeing is proud to host an inaugural Financial Wellness Event Series. 

Series Kickoff: Money Please with Berna Anat on Friday, April 8 (@Heyberna) Download the flyer here. 

Berna Anat is a Financial Hype Woman- that's her made up way of saying she makes loud internet noises to teach folks about money. Tired of the hella male, hella pale and hella stale finance world, Berna created her own budgeting system, paid off $50,000 of debt in 3 years, and hasn't shut up about it since. Berna has dropped her money mic at venues such as Instagram’s Creator Week, Google and PayPal, and her work has been featured on platforms such as Forbes, The New York Times, and BuzzFeed.

Spring Quarter 2022 Events*

*The first 50 participants in attendance to every event in spring quarter will receive a $25 gift card to Safeway. 

Event Date Time REGISTRATION LINK
Off Campus & On Budget April 29

3:10 pm

https://calpoly.zoom.us/meeting/register/tZIpd-GgqjwuGdFJI5-aURj8_cDRDiXzCS6V 
Getting Down with Student Debt May 4 3:10 pm https://calpoly.zoom.us/meeting/register/tZctdOmrpzwjEtDZ7bB7YLb0NeP9rb5mjnD1
Summer Savings May 9 4:10 pm https://calpoly.zoom.us/meeting/register/tZ0rcu6sqjwjGtV9xTY3feOggif1tWuibnYx

Winter Quarter 2022 Events

Access the Winter Quarter recordings for each of the below events here: Must be logged in to the Cal Poly Portal. 

Event Date Time EVENT DESCRIPTION

Extreme Couponing

February 10 3:10 pm Learn the basics about using coupons as a means to save!
Building Credit February 16 2:10 pm Learn the essentials about using credit cards and building credit. 
Investing 101 February 17 6:10 pm Learn the basics for investing and how to have your money work for you.
How Money Works: Smart Savings February 25 4:10 pm Learn the basics for where, when and how to start saving! 

Cal Poly's Financial Wellness Resources

Cal Poly Cares Grants

Cal Poly Cares Grants provide limited financial assistance to currently enrolled Cal Poly students who are unable to meet immediate, essential expenses because of temporary hardship related to an unexpected situation. The grant is designated to offset a short-term financial need and is not intended to replace or supplement financial aid. It is recommended students read through the Frequently Asked Questions (FAQs) prior to submitting an application. Funds are awarded as a grant, and unlike a loan, do not need to be repaid. Learn more about applying for CP Cares Grant, including a link to the online application: https://basicneeds.calpoly.edu/calpolycares

Cal Poly Financial Aid: FAFSA

https://www.calpoly.edu/financial-aid/the-fafsa

Professional Clothing Closet

Many Cal Poly students lack the resources they need to be successful. To support our students, Career Services maintains a Clothing Closet to provide students with free, high-quality work clothes to create a memorable first impression at career fairs and interviews. Go to Career Services to learn more and schedule an appointment to stop by today! https://careerservices.calpoly.edu/explore-services/trending/professional-clothing-closet

Cash Course

Cash Course provides online financial education courses for students to explore at times that work for them. Check the website to learn more: https://www.cashcourse.org/

Cal Poly Low Income Tax Clinic

The Cal Poly Low Income Taxpayer Clinic (LITC) began operating in 2010 through the generosity of Chevron Corporation and a grant from the Internal Revenue Service Taxpayer Advocate Service. It is located on campus in the Orfalea College of Business and supports Cal Poly’s Learn by Doing philosophy. Check out the website here https://www.cob.calpoly.edu/litcweb/

 

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