Lead a Virtual FPU Class

By leading a virtual FPU class, you can keep delivering hope to your class members—all at a healthy social distance. In a virtual class, your class members will watch the video lessons on their own before joining a video chat for discussion together. But virtual doesn’t mean complicated. Let’s break this down. 

Don't have a class scheduled? Use the button below to get started.

How to Set Up a Virtual Class

When it comes to virtual meetings, we recommend using Zoom. With Zoom’s free plan, you get 40 minutes of video chatting per meeting—plenty of time for life-changing discussions.

How do I get a Zoom account?

To get started, go to zoom.us and sign up for a free account.

How do I schedule a meeting series?

This article walks you through setting up a meeting series and creating the Zoom meeting link your members will use to join the video chat.

Do I or my class members need a laptop to do a virtual class? 

No. Zoom supports any desktop or mobile device with a camera or microphone. Even if your class members don’t have a camera, they can still call in to participate in discussions.

How to Lead a Virtual Class

Once you’ve created your account, you’re ready to start meeting. Whether you’re tech-savvy or not, you’ve got this! Let’s walk through the key things you need to know about leading a virtual class.

What do I need to communicate to my members before the first virtual class meeting?

First things first—make sure you send them an email with your Zoom meeting link (they can’t join the meeting without it!). Also, remind them they’ll need to watch the lesson beforehand so they’re prepared for the discussion.

How will my class members join the meeting?

It won’t be much of a meeting if you’re the only one there! Watch this short video to help guide your class members through the easy steps to join a meeting.

How long should the class meeting be?

Most virtual classes focus entirely on discussion and keep the meeting between 30–40 minutes (especially if you’re using the free Zoom account).

Do my members need a workbook to participate?

If they don’t have a physical workbook, your members can download a digital version from financialpeace.com by clicking here and scrolling to the bottom of the page.

How can I share my screen during a meeting?

Sharing your screen is useful when you want to play recap videos or demo tools like EveryDollar Plus or the Investing Calculator. Learn how with this video.

What controls does Zoom offer to help me lead a meeting?

From muting class members to recording the audio, Zoom gives you lots of controls so you can manage your meeting for maximum impact. To get access to all your controls as a meeting host, make sure you log in to your account at zoom.us each time you lead a class meeting.

How will my members submit their Financial Snapshots?

Virtual coordinators typically have members email their Financial Snapshot data and then share the total amount with the class.

How do I stay connected with my class members between meetings?

Most virtual coordinators choose email to stay in touch during the week. You can use the Message feature in your Coordinator Dashboard to send group emails to everyone in your class.

Will my virtual class miss out on the community of a traditional class?

Many virtual coordinators have told us their members actually experience more community in a virtual class. Call it the “digital courage” effect. It feels safer to open up when you’re not face to face with a group, but the Zoom meetings still feel like everyone is in the same room.

Where can I find support for other Zoom questions?

You can find answers to most of your questions at Zoom’s Help Center by clicking here.

How to Promote a Virtual Class

With a virtual class, you can give hope to people anywhere—literally. Start bringing the people who’ve had it with money stress right to your screen.

Is social media the only method to promote a virtual class?

No way! Yes, you should absolutely put those social media accounts to good use. But you can also send texts. Make phone calls. Plus, personal invitation is still the most effective way to get people to sign up.

What do I tell potential class members who are nervous about technology?

Some people may hear alarm bells go off when you say the word “virtual.” That’s okay. Remind them that Zoom works on any desktop or mobile device.

Plus, joining a Zoom meeting is easy. Three clicks, and they’re in. Here’s the video to show them how. Even if they can’t join by video, they always have the option to call in.

Do virtual class members still need to register for the class?

Every household must officially register for your class. Why? So they can get all the knowledge and resources they need to win with money for life—that’s what it’s all about! Only share your Zoom meeting link with those who have registered for your class.

Email Templates for Virtual Classes

You’ve got enough to think about—don’t stress over an email. Copy and paste the email template you need. Drop in your Zoom meeting link. Get back to changing lives.

Email Template for Changing Your Current Class to a Virtual Format

Hey everyone, 

I know there’s a lot of confusion and uncertainty in the world right now. We’re all feeling it. 

I truly believe that the principles we’re learning in FPU are more important now than ever. But I also don’t want you worried about you or someone you love getting sick by coming to class. 

That’s why we will continue our FPU class as a virtual class. That’s right! We’re sticking to the plan!

Here’s what a virtual class means: You’ll need to watch the lessons at financialpeace.com and complete the activities before each of our scheduled meeting times. Then, we’ll all join a Zoom video chat to discuss the lessons together for about 40 minutes. 

Zoom is just a video conferencing tool. It’s really simple to use, and it works with any desktop or mobile device with a camera and microphone. Even if you don’t have a camera, you can still call in to be part of the discussion. 

This is the link you’ll use to join the Zoom meeting: [INSERT ZOOM MEETING LINK]. If you run into any problems joining the meeting, Zoom’s Help Center has articles and videos that can help. 

I know this is a sudden change. Thank you so much for your flexibility. I’m so grateful to get to go on this journey with each of you. Please let me know if you have any questions.

Thanks,
 

Email Template for Starting a New Virtual Class

Hey there!

My name is [YOUR NAME], and I’ll be leading your Financial Peace University class. I’m so excited to partner with you as you start your journey toward financial peace! You’re joining millions of families who have chosen to change their lives with this simple step-by-step program.

It’s not going to be easy, and you’re probably going to have some questions along the way. That’s why I’m here: to help you find answers that will inspire you to dig in and keep going!

Before we get started, I wanted to remind you that this will be a virtual class. 

Here’s what that means: You will need to watch the lessons at financialpeace.com and complete the activities before each of our scheduled meeting times. Then, we will all join a Zoom video chat to discuss the lessons together for about 40 minutes. 

Zoom is just a video conferencing tool. It’s really simple to use, and it works with any desktop or mobile device with a camera and microphone. Even if you don’t have a camera, you can still call in to be part of the discussion. 

This is the link you will use to join the Zoom meeting: [INSERT ZOOM MEETING LINK]. I’ll be sure to send this out each week. If you run into any problems joining the meeting, Zoom’s Help Center has articles and videos that can help. 

Can’t wait to meet you all! Please let me know if you have any questions. 

P.S. If you haven’t already, make sure you activate your Financial Peace Membership. This is how you’ll watch the video lessons each week before we meet virtually.

Thanks,

Coordinator Flex Guide

Use the Coordinator Flex Guide’s helpful prompts and bonus questions to get the most out of your class discussions.

Need more help with Zoom?

Check out Zoom’s Help Center for more frequently asked questions.