How It Works – Overview

Proven Program Methodology

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:

  1. Fixed start and end dates – a campaign timeline
  2. Highly engaging, dynamic learning platform
  3. Support for beginning investors
  4. 24/7 access via any browser
  5. Automated progress reports
  6. Built-in rewards and recognition
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Six Easy Steps

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

  1. Register
  2. Assign a champion
  3. Train champion
  4. Enroll employees
  5. Have employees complete training
  6. 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 already used this powerful and proven IEiYW® employee investment education training program. Register now.