Financial Education in the Workplace

Who's teaching your employees about money?

Did you know:

55% of people are stressed about money?

Money is the number one cause of stress for employees

40% of people say that money stress is affecting their productivity at work?

42% of Canadians lack basic financial literacy

Employers who implement some form of financial education in the workplace get a 3:1 return on their investment

Money problems have become the biggest contributor to personal stress and it has started to affect productivity in the workplace. This is likely related to the fact that consumer debt has grown to record levels and savings rates are non-existent. Couple these statistics with the reality that there is very little formal financial education provided in our country and you can’t help but recognize a very serious concern in our society.

Employers need to rethink corporate benefit plans and incorporate Financial Education as an essential part of those benefit plans. Most group retirement plans focus solely on product and plan education. Innovative companies are now incorporating health and financial wellness into their benefit programs, but generally, there is still a void in Financial Education.

"We make employers look good by delivering top quality financial education programs that employees rave about!"

There is a tremendous amount of research confirming that when you improve the financial literacy for the employee, it brings tangible benefits to both the employers and employees. Financial Education should be at the core of any financial benefit plan. Aligning the employer, employee, and the benefit plan is essential for the financial and professional success of your organization.

There is a massive appetite for Financial Education especially given the demographics.

Employees will appreciate employers who help them take control of their money not only through traditional benefit plans but also through financial knowledge and education.

Financial Education starts by helping employees understand how their employee benefit program is a key component in their financial affairs. A great plan will also show that true financial success comes from understanding more than just the benefit program from work. Financial Education helps employees achieve financial success by harmonizing their benefit plans at work and in their personal financial affairs.

People are not learning about money properly and unfortunately, more and more financial responsibility is being shifted to the employee. Leading edge-employers are taking the lead in helping their employees learn to make better financial decisions. They are now playing a bigger role in building awareness and educating their employees on fiscal wellness, retirement, and investment planning.

Jim's Financial Education in the Workplace program was featured in the Edmonton Journal. Click here to read

Our programs are unique and exceptional

When you think of a financial education program, what do you think of? Most financial education is run by someone who is either trying to sell you a mutual fund, investment or insurance. If not, they are probably a representative who works for a specific company, teaching you about the plan or the products offered by the plan. It usually runs for 1 hour and does not have a lot of substance. Not us, we are truly unique and exceptional in 3 ways:

CONTENT – Our content is truly educational. We know that the only way to really help employees is to give them a program that is holistic and comprehensive. To accomplish that, we can’t do it in one hour.
DELIVERY – Most financial education programs are run my financial advisors or financial people who may know a thing or to about personal finance but they may not know how to teach. Our workshops are unique because they are really fun. We know that the best way to get people to learn is to give them content that is engaging, interactive and fun. People really do rave about our workshops . . . that are nothing like other workshop you may have attended.
OBJECTIVE – Because we do not sell or pitch financial products, we do not have the same conflict of interest that can be present if we are compensated by selling something. We aim to provide education without that conflict of interest.

Putting a program in your workplace!

Jim is passionate about helping people make better decisions about money. His Financial Education in the Workplace program is designed to help both employers and employees benefit from financial education. This program can be customized to any organization of any size. It can encompass keynote presentations, educational workshops, individual consulting, articles, newsletters, email services, books, CDs, videos or web based learning. To learn more about Jim's Financial Education in the Workplace Program or some of his other popular programs like RETIRE HAPPY, ESTATE and LEGACY or KEYNOTES for conferences, contact us

financial education - brochure cover For a PDF brochure, click here