Fact Sheet

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The 10 Courses

Saving & Investing
Personal Finance
Investing Basics
Investment Strategies
Investment Risks
Retirement Planning
Retirement Plan Options
Mutual Funds
Financial Advisors
Putting It All Together

Testimonial

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

ROI Calculator

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Program – Overview

The nationally recognized Investor Education in Your Workplace® program provides employees with unbiased instruction in personal finance and investing fundamentals.

This award-winning, online training program is designed for all employees, regardless of age, education or income. Participants have shown significant improvement in their financial knowledge, attitudes and behaviors after completing the 10-week program. The program is available to employers and their employees thanks to grants from the Investor Protection Trust. To find out details for your state, please click here.

Bottom Line Impact

Graduates make better financial decisions
Participants boost use of building a budget or a financial plan
Employees increase participation in 401(k), IRA and related retirement plans
Improved sales and service experience for credit union members

Key Program Features

10 hours of online investment education
Flexible course delivery
Accessible 24/7
Professionally managed program
Tracks student performance
Made possible thanks to Investor Protection Trust grant

Get Started Today

Join the fast-growing list of credit unions and other employers that are offering this highly impactful IEiYW® training program. Register now.