Educated Investor University

Financial Education Grows Referrals
"The more our employees understand financial services and products, the more likely they are to refer members to our financial advisors."

Precision Information is a Dedicated Partner
"It has been a great journey working with Precision Information. They have exceeded my expectations on a service level and are always open to suggestions on ways we can continually improve the program. I look forward to a long-term relationship with PI."

• Available in PDF format

Financial Education Improves Satisfaction and Productivity
"Before, maybe they (employees) were hesitant about answering a particular question about a financial product or service. But learning can change that hesitancy into confidence. Simply, an educated employee is a more satisfied employee and they will do better in sales and referrals in the long-term."

Precision Information Focuses on YOUR Needs
"I learned that this company (Precision Information) really cares about what they do. I've been involved in things like this before, but I was pleasantly surprised this time around…It made a big difference. It's a program like no other I've seen."

The Educated Investor is a "Great Tool" for Financial Education
"I'm very excited about giving our staff this wonderful tool for increasing their knowledge of personal finance. My belief is that with a better understanding of their own personal finance, the better they are able to explain to members the various options and choices they have to manage their lives and improve their financial condition."

"I think Joe and his team have created something awesome with the Educated Investor University online. It is simply a great tool. It is easy to maneuver around and it is complete. I mean there are no gaps in the content. It's very thorough and it's accessible. You can find exactly what you need and it is always there at your fingertips. I see it as an ongoing resource for my employees."

Financial Education Benefits Staff, Members, and Grows Sales
"I believe -and it is our first goal- that if we educate our staff to better their financial literacy, both they AND our members will benefit. The secondary benefit will be increased sales of products and services that better meet members' needs…What a difference it makes when employees have a sense of control over what they can learn. They generally feel much more positive about it; much more confident. And many staff asked to learn more about the personal financial literacy topics!"

The Educated Investor University Should Benefit Credit Unions Nationwide
"What impressed me was his (Precision Information CEO, Joe Saari) deep passion for credit unions and the willingness to work with credit union people to design and develop this online learning experience…Joe and his staff communicate their sincere commitment to personal financial education, and their choice to partner with credit unions on this project speaks well for both his company, Precision Information, and for the commitment credit unions have to member education…I'd like to see the Educated Investor University used in credit unions nationwide. It has the potential to impact the financial lives of staff members, and in turn, their ability to impact the financial lives of members in a very positive way."