Fact Sheet

Want a quick one page program summary to share with others?

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

Testimonials

“After doing the program, there a lot of changes that I need to make to my life.”

“About the right level of information for me. Not too complex and not too simple. Very helpful in understanding basic finance.”

ROI Calculator

Estimate your return on investment for participating in the program with the ROI calculator.

Why Participate – Program Benefits

It’s easy, simple and effective. The Investor Education in Your Workplace® program has a proven track record of results with bottom line benefits to participating organizations.

It’s Made Possible Thanks to Grant Funding

The Investor Education in Your Workplace® is made available to employers and their employees thanks to grants from the Investor Protection Trust. To find out details for your state, please click here.

It Delivers Powerful and Proven Results

Independent financial education experts provide verifiable and unbiased assessment of the program. The program has consistently shown significant improvements in participants’ financial knowledge, attitudes and behavior, including:

80% of participants complete all ten hours of online training.
Up to 40% improvement in participant finance and investing knowledge.
Up to 50% improvement in participant attitudes and behaviors such as improving financial well-being; setting investment goals; implementing a budget; and starting or increasing contributions to 401(k), IRA, or equivalent plans.

It’s a Complete, Packaged Program

IEiYW® is a proven, turnkey and professionally managed program that provides all the curriculum, tools and friendly support you need to train your employees and get results for them and your organization.

It’s Easy to Implement

Quick online registration and easy implementation make it simple for any organization to participate. Designed to use limited staff resources, it requires an average of one hour of staff time a week to deliver the highly valuable program.

Bottom Line Benefit for Credit Unions and their Members

Below are links to three case studies explaining the bottom line benefits for credit unions, and their members of providing the technology, tools and content provided by the Educated Investor® for use in the the Investor Education in Your Workplace® program.

Get Started Today

Add your employees to the almost 16,000 participants who have already completed the IEiYW® employee investment education training program. Register now.