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Five Steps to Creating a Successful Financial Education Program: Education-on-the-Go Module
Education-on-the-Go
Five Steps to Creating a Successful Financial Education Program

According to a 2009 National Financial Capability Survey when asked about financial knowledge and decision-making, many employees said they are adept at dealing with day-to-day financial matters but in actuality they exhibited a marked inability to do basic interest calculations and other math-oriented tasks.

As financial planning and funding for retirement has greatly shifted to the employee, employers can add real value by offering financial education programs. But how do you, as an employer, go about planning and creating a program for your employees? Listen in on this audio cast and learn five steps for creating a successful financial education program.

Designed to fit today’s mobile society, this product provides convenient learning for the on-the-go HR professional. This FREE program will help you explain five key steps for creating a financial education program including:

  • Knowing your target audience
  • Identifying ways to generate interest and engagement
  • Starting with the basics
  • Determining your educational approaches and support tools
  • Collecting feedback

Who Should Listen
HR, Benefits or Work-Life Professionals responsible for retirement benefits, mid to senior-level Human Resource and Benefits professionals.



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What is Education-on-the-Go
Designed to fit today’s mobile society, this product provides convenient learning on relevant and timely topics for the on-the-go HR professional. This FREE information will help you better understand the subject matter and help you to determine the depth of knowledge you will require.
 
Downloads
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Complimentary Resources
Audio transcript
Articles
  --

workspan, May 2010
Back to Basics: How to Provide Financial Education: Part 1

  --

workspan, June 2010
Back to Basics: How to Provide Financial Education: Part 2

  --

workspan, January 2005
Everything You Ever Wanted to Know About Creating a Financial Education Program

 
Surveys
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National Financial Capability Study

 
Tools
  --

FINRA BrokerCheck: Check the Background of Your Investment Professional

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