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.

Access the recordings for each of the Financial Wellness events offered during the 2021-22 academic year here: Must be logged in to the Cal Poly Portal. 

Spring Quarter 2022 Events

Off Campus & On Budget April 29

3:10 pm

Learn how to navigate your financial aid while living off campus. 
Getting Down with Student Debt May 4 3:10 pm Learn more about student debt and credit card debt - it doesn't have to be scary!
Summer Savings May 9 4:10 pm Get some tools in your financial toolbox to start saving with confidence this summer.

Winter Quarter 2022 Events


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: NOTE: Cal Poly Cares Grants are not awarded or reviewed during the summer months (June through September). 

Cal Poly Financial Aid: 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!

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:

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


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