Introduction to Financial Education

About the course

The control and good management of money is a primary need in daily life, it gives us financial, personal and family stability. Using tools and developing skills that allow the application of financial education concepts, to avoid risks and face setbacks in a more appropriate way, is essential to set and achieve financial goals in the short, medium and long term.

In this course you will learn the basic concepts of financial education such as: identification of needs and desires, necessary and unnecessary expenses, savings, financial goals, loan, credit, unexpected events, budget, credit and debit cards, mobile banking, electronic banking, insurance. You will also know the Mexican Financial System, which Institutions make it up and how it helps and supports us before formal financial institutions.

Admission profile

General public with basic knowledge of mathematics.

Graduate profile

At the end of the course, the graduate will be able to prepare a budget clearly with the basic tools of Financial Education, in addition they will know how to use technological resources such as: ATM, online payments and codi. You will be able to set financial goals in the short, medium and long term.

Among other things, this course will allow you to:

  • Know the importance of financial education
  • Adequate management of economic resources
  • Improvement in consumption habits
  • Savings record
  • Achievement of financial goals
  • Control income and expenses
  • Using the debit card
  • Coping with unexpected situations
  • Use of formal financial services


  1. Welcome
  2. Financial education background
  3. I improve my consumption decisions
  4. I take care of my wallet
  5. Saving for my future
  6. I make good use of my loan
  7. I use my card better
  8. I insure my heritage
  9. I report abuses of the institutions


This course is a basic level on the subject of financial education; therefore, it is not necessary to have previous knowledge on the subject.

It is aimed at all the public interested in properly managing their financial resources.

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It is important to mention that the only requirement is to know and handle the computer equipment as well as the internet browser.

There will be weekly activities and a challenge that will be built throughout the course. The activities will be evaluated in three ways: automatic evaluation, peer evaluation and self-evaluation. It is important that you carry out the tasks assigned to you so that you can evaluate your colleagues and carry out your self-evaluation.

Work team

Dr. Paul Hindriks

Director of Products, Programs and Financial Education, Banco del Bienestar

He is Director of Products, Programs and Financial Education in the Deputy General Directorate of Financial Inclusion of Banco del Bienestar. It is in charge of promoting financial inclusion and education through the design, optimization, development and monitoring of products, programs and services aimed at the target population of Banco del Bienestar.
He is a specialist in relations between ethnic minorities, as well as in the development, evaluation and administration of social inclusion projects. He holds a PhD in Social Sciences from Utrecht University (the Netherlands), as well as a Master’s in Social and Behavioral Sciences and a BA in Sociology from the University of Groningen (The Netherlands).
He has worked as Leader of Digital Inclusion and Evaluation Projects in the General Directorate of Open Data in the Coordination of National Digital Strategy (Presidency of the Republic). He has designed and supervised projects to train public officials from SEGOB, SFP and SSA (among others) to create public policy based on evidence and focused on final beneficiaries.
Previously, he worked as an analyst in a consultancy dedicated to conducting anthropological studies in Latin America. In the Netherlands, he worked as a researcher, teacher, consultant, as well as a strategy designer for a political party.

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Nuria Iveth Sauer Calvo

Deputy Director of Financial Education, Banco del Bienestar

He studied for a bachelor’s degree in International Business Relations and a master’s degree in Administration with a specialty in Finance at the Intercontinental University. He did another master’s degree in Public Image Engineering.
He has more than sixteen years of experience in the commercial area. He has been a teacher at the Heroico Colegio Militar teaching the subjects Accounting, Public Finance and Government Auditing. In addition, she has worked as coordinator of negotiations with International Financial Organizations (OFI) in the National Savings Bank and Financial Services. He served as head of the quality control department at the National Pension Fund for State Service Workers.
He worked at the Australian Embassy in Mexico in charge of the Department of Immigration, Multicultural and Indigenous Affairs for Mexico, Central America and Cuba.
He has diplomas in project management, public image, as well as certifications in negotiation techniques and assertive communication, as well as a pre-certification in SAP FI module, as well as a diploma in translation and interpretation.

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Maria Alejandra Hernandez Zuñiga

Head of Curriculum Research and Innovation at Banco del Bienestar

He studied for a degree in Physics, a Master’s Degree and a Doctorate in the Postgraduate Degree in Sciences at UNAM and a Master’s Degree in Finance. He has completed the Diploma in Results-Based Budgeting taught by UNAM and SHCP in the distance modality. She is certified in labor competence standards by SEP-CONOCER.
He has participated in national and international conferences as a speaker in the educational and scientific area. He has been a teacher in face-to-face and distance courses at the Open and Distance University of Mexico, UNADM and at the Faculty of Sciences of the UNAM. He has developed face-to-face and distance training courses. He has been responsible for training, academic support and evaluation for the continuous improvement of financial education teachers and staff.
He is currently responsible for research and curricular innovation and is in charge of the development and design of didactic materials for use in courses and workshops for face-to-face and distance training on financial education in the Financial Education Sub-Directorate of Banco del Bienestar. He has participated in the design and development of labor competence standards for the facilitation and promotion of financial education aimed at teachers, the general public and personnel of the Societies of the Savings, Popular Credit and Cooperative Sector.
In the area of ​​research, his interest is in data mining, big data and curriculum development with a focus on competencies.

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Luis Eduardo Pimentel Jaimes

Responsible for distance training and digital content at Banco del Bienestar

He studied for a Bachelor’s Degree in Social Communication at the Xochimilco Autonomous Metropolitan University. He has participated in the development and configuration of educational materials at the Open and Distance University of Mexico (UNADM).

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He has participated in the development of web page applications and web applications in the “CALACA” Civic Association
He has a diploma from IT Madrid in Instructional E-learning design.
He has a fullstack programming diploma in Python from BEDU. He currently works in the area of ​​distance courses at Banco del Bienestar.

Frequent questions

What do I need for the course?

The financial education course is basic level, however, you must have elementary knowledge in mathematics and reading comprehension.

Will I be given a certificate at the end of the course?

Certificate of participation issued by Mexico X is granted, free of charge, to the fulfillment of 100% of the activities.

Do I have help from a tutor in the course?

The MOOC is a self-study course so the process does not require the guidance of a tutor; The activities and content are organized in such a way that the student can build their knowledge through the resources available on the platform.

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