Educated Investor® - Financial Fitness at Work

Results

Proven Results; Award-winning Solutions

With our Financial Fitness Challenge and related content and tools, our customers have seen a dramatic growth in financial literacy among their employees:

  • 30% improvement in financial knowledge measured through pre- and post-testing.
  • 70% improvement in employee attitudes and behaviors such as establishing savings and investment goals; building a budget; building and creating a financial plan; increasing savings; and starting or increasing contributions to 401(k), IRA, or equivalent plans.
  • 88% of participants completed the Financial Fitness Challenge program with a 91%+ satisfaction rating from employees and senior management.