Legacy Financial Builds Stronger Employees Through Budget and Investment Training. The Legacy Financial Training Program is a 6-week online class that walks step for step with your employees. This is the class your school should have taught you. During Legacy Financial; members first learn how to incorporate the Legacy Financial Budgeting Tools into their own lifestyle and build their financial foundation. Members then transition to the investment education material and are introduced to software on how to begin your investing journey. Legacy Financial brings awareness, education, accountability and action all into one digital class.