Fact Sheet

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Click here to download the Investor Education in Your Workplace® Fact Sheet.

Testimonials

"The modules and tests were easy to access."

"I liked the online delivery and the weekly status reports. I also liked the format of the course (pre-test, information, post-test)."

"I especially liked that I was able to complete the entire course on my iPad!"

"Well run. Well organized. Nice schedule. Weekly progress reports to individual participants that kept them informed. Weekly progress reports to the champions to keep US motivated. Great responsiveness."

How It Works – Methodology & Delivery

The program uses a proven methodology to maximize employee participation, increase financial knowledge, and produce positive changes in financial behaviors. Here are some of the components:

Fixed start and end dates – a campaign timeline
Highly engaging, dynamic learning platform
High relevance to beginning and experienced investors
24/7 access via any browser
Automated progress reports
Built-in rewards and recognition

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Six Easy Steps

Every participating organization follows simple, proven steps to register, onboard employees, and reward success.

Register
Assign a champion
Enroll employees
Have employees complete training
Recognize and reward success

Employee Experience

Pre-test and survey measure starting knowledge and financial behavior
10 one-hour courses delivered over 10 weeks
Post-test and survey measure changes in knowledge and financial behavior
Weekly progress updates
Participant privacy is safeguarded

Get Started Today

Join the roughly 400 organizations that have benefited from the powerful and proven IEiYW® employee investment education training program. Register now.