Educated Investor® - Financial Fitness at Work

Custom Solutions & Content

Money Coach

After your employees learn the basics, give them the solution that will provide a lifetime of value. The Money Coach provides each employee with personalized financial education – that changes as their needs change. Each person can become adept at making the right financial choices for their long-term financial health – and you can add marketing messages inside the application to encourage them to keep going!

The Money Coach is the most robust product within our product line. Users are asked a few simple questions to determine their financial education needs, and then provided with a personalized financial education plan based on their answers. Each personalized financial education plan is a sequential series of tutorials, quizzes, and exams designed to help the user improve knowledge in the areas he or she has identified as needs. The Money Coach is a powerful, yet easy to use way for employees to take control of their financial future.

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