Financial Education For Organizations

We collaborate with schools, universities, colleges, organizations, and community groups to expand access to financial knowledge in communities across the world. Our focus on collaboration, education, awareness, and sustainability has revolutionized the way organizations implement personal finance initiatives. We invite you to take a seat at the table and discuss education solutions that will work for those you serve. Together we can lead the change we want to see.

ORGANIZATIONS FINANCIAL EDUCATION PROCESS

Financial Education Customization Process

To accommodate a wide variety of schedules and needs, we offer financial education services that best fit organizations needs. During the initial program design process, we will analyze your unique audience and data to create a mix of educational offerings and delivery options that meet your needs and outcome goals.

At set points during the educational process, we provide your organization with detailed program reports. This reporting includes details on attendance, test results, survey feedback, and other program measures. To respect and protect your participants privacy, no personal financial data will ever be shared.

Each organization has specific needs and constraints when offering participates access to financial coaches. We have built our organization program to be flexible to accommodate the needs of different organizations and its participants.

Discovery

We work to uncover your goals during the ‘discovery’ phase. This discovery lays the foundation for clearly-defined programming objectives and program design.

Define

We outline the measures that will act as barometers of the program’s impact. The information gathered provides empirical data by which program success can be judged.

Design

After understanding your goals and identifying program measures – we then design the custom program to best accomplish your organization’s goals and maximize results.

Complete Participant Experience

We provide complete solutions to your financial education program needs, including a focus on ensuring that participants have a positive experience. Depending on your selections, participants may receive:

Professional Corporate Learner Experience

Marketing & Promotional Resources

Financial Planning Tools & Resources

Educational-Grade Financial Education Lessons

Empower the people you serve with financial education resources that provide high-quality content and practical lessons that focus learners on applying the lessons to real-life situations. We accommodate your participants at several different touch points:

Live Presentations (in-person or webinars)

Online Learning Center (student login)

Continuing Education Resources (handouts & e-delivery)

Comprehensive Reporting

We provide comprehensive reporting. The programming report demonstrates program results and highlights details that show how your organization contributes to your participates financial well-being.

Next Steps

For organizations seeking to support their members with financial education programs – we have your solution.

Designing a financial education program that creates measurable increases in financial capabilities while supporting your organizations objectives takes expert design and execution. We have systems that provide your organization with educational-grade content and positive user experiences.

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