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:
- (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.