Educated Investor® - Financial Fitness at Work

Financial Fitness Challenge

How it Works

Our Methodology

EI_icons_methodology The Financial Fitness Challenge methodology includes pre- and post-tests and surveys that measure changes in participants’ knowledge and behaviors. The program has built-in systems that:

  1. track participant progress and success,
  2. deliver automatic messages to encourage employees, and
  3. provide program reports using verifiable data.

Our Challenge Curriculum 

EI_icons_cirriculum Our 5 one-hour courses are delivered over 5 weeks with topics such as:

  • Saving and Investing
  • Investing Basics
  • Investment Strategies
  • Retirement Planning
  • Mutual Funds

Our Process

EI_icons_process Our team at the Educated Investor is with you during each step of the process.

1. Sign-up

Simply use our online application to find out if your company qualifies for our discounted Financial Fitness Challenge – you will hear back from us in no more than 3 days.

2. Startup

After you sign up we have a 1-1 initial setup call to get you acquainted with our system and make sure that we understand your needs.

3. Champion Training

Every challenge needs a champion and you pick the one in your company who will be the point person for all communications with the Educated Investor Team and your employees.  We then take the champion through a training course on setting up employees, marketing to employees and getting feedback on progress.

4. Start the Challenge

Once everyone is in the system and ready to go, the Challenge begins – employees take one hour-long online course per week for 5 weeks. 

5. Track Progress

Each week you will work with the Educated Investor Team to track the progress of your employees and provide them with emails to keep them motivated. 

6. Hand Out Awards

At the end of the Challenge, you get to hand out the awards to those who have completed the challenge and you get to take credit for an effective financial wellness solution for your team.

System Requirements

  • Anytime access on any browser 24 / 7.
  • Our system is a standalone learning management system platform. No installations or downloads are required.