UPMC Resources


At CESI, we believe that education is the key to a better financial future. That’s why financial education is one of the most important services we offer. By learning about money management, you arm yourself with tools to make a difference in your financial future. We have created a list of specific resource for our UPMC program participants to help you on your journey. These resources will help you learn the key principles of getting your financial life on track.

CESI Guide to Personal Finance

CESI’s Guide to Personal Finance is a 9 chapter PDF guide covering all the basics you need to know to manage your money successfully.

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Budget Basics:

Learn how to build a budget, track your spending, analyze for opportunities to save, differentiate between needs and wants and more with our budget guide for success

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CESI’s Budgeting Basics eBook – all the information you need to know to get started with budgeting in one handy guide

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Stand-alone budget worksheets to help you on your budgeting journey

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Budget Worksheets

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 Saving Money

Learn the ins and outs of a savings plan. We’ll teach you why you should save and how to get started. You may think you don’t have any money to save, but once you get started, you could be surprised at how easy it is!

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Payday Loans – Check out these valuable resources about payday loans, the risks associated with them, and why they are dangerous for your financial future:

5 Pitfalls of Payday Loans you may not know about

All About Payday Loans

Consider These Payday Loan Alternatives

Financial Goal Setting

Every healthy budget starts with a plan and a healthy financial future needs goals. Learn how to set achievable goals and monitor them for continued success.

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Credit and Debt

Understanding how credit and debt work and impact your life is a key component of financial security. Learn more about the basics of managing debt and maintaining good credit.

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Subscribe CESI’s Blog Digest for Debt Free Living

Want to stay connected and get financial content delivered to your inbox each week? Subscribe to the CESI blog Digest today.

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Financial Calculators

Our Financial Calculators can help you make decisions on matters ranging from mortgages, budgets, debt, college education, savings, loans, credit card payments, and much more.

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Free Annual Credit Report

You can get your free annual credit report by visiting annualcreditreport.com  and requesting a free copy of your credit report. Annual Credit Report.com is the only government authorized distributor of free credit reports by federal law.