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Employee Financial Education

It’s a fact, employees don’t sell what they don’t understand, and that’s why we are pleased to offer your employees the benefits of the Educated Investor University™.

The Educated Investor is an interactive financial education product that provides training for financial service firms in addition to millions of individual investors. Customers benefit from a proprietary database of more than 8,000 tutorials, articles, quiz questions and definitions.

A 2005 study by the Securities Industry Association showed that 67% of individuals (your employees) don't feel they know enough about personal finance to make sound financial decisions. If your employees are not comfortable in their knowledge of your financial products, they won't have the confidence needed to sell or refer them to your members.

The Educated Investor provides your employees with a powerful benefit that helps you attract, train, and retain top notch people while providing better service to your customers and driving business.

Improve satisfaction: A financially confident employee is a happier, more satisfied employee.
Increase retention: We are all more likely to invest our time with organizations that invest in us and our well-being. Improve your employees' lives by increasing their personal finance know-how and watch your retention rates grow.
Improved productivity: Research shows that the combined impact of better financial education on employee behavior and well-being can result in a gain to the employer of $700 to $2,000-for every employee, every year.

Additional Educated Investor features include:

Educated Investor allows you to select the combination of coursework that best fits the unique needs of your organization and its staff.

Instant online access: Take courses at work, at home, or while traveling.
Work at your own pace: Track your progress and bookmark where you left off.
Interactive quiz questions: Reinforce learning objectives and build confidence.
Pre and post-test options: Track progress before and after coursework.
Powerful reports: Assign, track and measure performance.
Brandable interface: Your employees will associate the benefits with you.
Flexible pricing: Order courses "à la carte" or get unlimited access for all your employees.
Import and export student data via Excel: Easy to setup and administrate.

Give us a call or send us an email today, and lets talk about how we can help your organization provide better service.

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