Comprehensive Financial Education

Employee Financial Education Comprehensive Program


Our signature program transforms your organization by raising the financial literacy of your employees. Offered as seminars or more cost-effective webinars, this 12-module program takes your employees through the critical steps to becoming financially successful.

Your employees receive:

employee financial education

  • (12) 45-minute modules led by an experienced financial educator and Certified Financial Planner (CFP)
  • A step-by-step guide to financial planning for Canadians
  • 24/7 access to proprietary web tools
  • Additional learning aids and resources to ensure their success
  • Articles and videos of relevant, timely topics to keep them engaged

Additional Services Available:

  • Access to experienced CFPs to answer their questions by email
  • A certificate of achievement for successfully completing the program
  • 24/7 access to recordings of the webinars to be able to review materials or share with their family**^^

The company receives:

  • A proprietary program implementation process to successfully launch and run the financial education program
  • A package of communication documents to assist with reaching and engaging the employees about the program
  • Monthly summary participation reports with feedback on employees’ satisfaction
  • Surveys at the beginning, middle and end of the program to measure the overall change in the financial literacy
  • One module explaining the company’s benefit plan and how best to use it, leading to a more effective use of the benefits and a reduction in the number of inquiries to HR
  • One module explaining the company’s retirement benefits and how best to use them, leading to an increase in participation and a reduction in the number of inquiries to HR
  • A certificate to use in promoting the company as a leader in employee financial education and benefits
Just as our financial education program walks your employees step-by-step through their finances to achieve success, we do the same for your company to ensure a successful implementation of and a high participation in your employee financial education program.

Contact us today to discuss your goals for a financially literate company.