• Program Benefits
• What People Are Saying
• Marketing Materials

Why Participate – What People Are Saying

The Investor Education in Your Workplace® program receives high praise from participants, sponsors and participating organizations.

Awards and Recognition

In 2010, 2011 and 2012 the program partners received the Wisconsin Governor’s Award for Financial Education for their work on the  Investor Education in Your Workplace®. The 2010 project was originally called Real Pathways and Progress to Prosperity (RP3), and in 2011 the program was renamed Investor Education in Your Workplace®. To learn more about the 2010 award, click here. For the 2011 award, click here.

Academic Acknowledgement

University of Wisconsin researchers and professors Michael Collins and John Hoffmire spearheaded academic research and analysis of the prior Investor Education in Your Workplace® programs. Their study included participants and control groups, tracking and reports. Learn more.

Financial Education Case Studies

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 Investor Education in Your Workplace® program.

• Retirement education program helps members save an extra $200 million
• Desert Schools helps members increase retirement savings by over 300%
• Summit Credit Union raises the bar on financial education

Participant Approval

96% of participants who complete the program would like to participate again. But don't take our word for it—here is what they say:

"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."

"The program was very informative and provided valuable financial information … it will help me with making better choices and have more control over my personal finances."

"Everyone, no matter what age, can benefit from the retirement planning section."

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

"It was very informative on how to deal with the issues that we are facing today in regards to all the age categories as well."

"Course was well put together and made some complicated issues understandable for the layman."

Media Coverage

Read what the media has to say about how participating organizations have benefited in prior programs run by the Educated Investor.

• Financial literacy program yields encouraging results for retirement plan participants, Employee Benefit News
• Program helps workers get handle on savings, retirement, The Boston Globe