Financial Education For Organizations
Giving your staff, team, or the people you serve access to financial wellness programming services can help them feel supported as they work to resolve financial challenges and achieve greater financial strength. Personal finance issues can increase your teamâs stress levels, affect their productivity, and detract from the overall atmosphere. Proactively addressing the financial concerns of the individuals you serve can improve their sense of well-being and transform your work environment. Although our financial wellness programs are customized to the needs of your organization, each program shares the common goal of making a lasting difference in the lives of the people you serve. Some may feel an instant boost in their financial confidence; often a personâs stress can be reduced just by getting a few questions answered. Others may experience long-term benefits as they translate financial education into positive life action.
ORGANIZATIONS FINANCIAL EDUCATION PROCESSFinancial Education Customization Process
To accommodate a wide variety of schedules and needs, we offer financial education services that best fit your situation. During the initial program design process, we will analyze your unique situation and data to create a mix of educational methods 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 team membersâ privacy, no personal financial data will be shared.
Each organization has specific needs and constraints when offering team members access to financial coaches. We have built our organization program to be flexible to accommodate the needs of different organizations and team members.
Discovery
Our team uncovers your unique goals during the âdiscoveryâ phase. This discovery lays the foundation for clearly-defined programming objectives and program design.
We outline the measures that will act as barometers of the programâs impact. The information gathered provides empirical data by which program success can be judged.
Design
After understanding your goals and identifying program measures â we then design the custom program to best accomplish your organizationâs goals and maximize results.
Complete Participant Experience
We provide complete solutions to your financial wellness 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 Wellness Lessons
Empower the people you serve with financial literacy education resources that provide high-quality content and practical lessons that focus learners on applying the lessons to real-life situations. We accommodate your team at several different touchpoints:
Live Presentations (in-person or webinars)
Online Learning Center (student login)
Continuing Education Resources (handouts & e-delivery)
Comprehensive Reporting
We provide comprehensive reporting for your employee wellness measures. The programming report demonstrates program results and highlights details that show how your company contributes to your employeesâ financial, physical, professional, and social well-being.
Next Steps
For organizations seeking to support their teams with financial wellness programs â we have your solution.
Designing a financial wellness program that creates measurable increases in financial capabilities while supporting your organizational objectives takes expert design and execution. We have proven systems that provide your organization with educational-grade content, positive user experience, and a team of experts working for you.
