|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:
|Our 5 one-hour courses are delivered over 5 weeks with topics such as:
|Our team at the Educated Investor is with you during each step of the process.
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.
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.