Financial Fitness Group

Learning is a Priority

Provide financial education that is impactful and meaningful.

Product Sheets


Financial Fitness SCORE™

The effective way to measure Financial Wellness, our proprietary SCORE™ is the only research and academic-based assessment in the financial wellness market. It provides organizations with over 20 million data points to benchmark participants' aptitude, behavior, and confidence regarding their personal finances.


Financial Fitness Content

Our content library has over 15,000 pieces of content that engage, assess, and connect the individual to financial activities. We have tutorials, audio courses, animated videos, and bilingual courses covering topics for every financial level. Our content is offered in both English and Spanish.


Financial Fitness Platform

The Financial Fitness platform is our solution to generating more educated investors and employees. Users of this powerful e-learning solution consistently demonstrate significant improvement in their financial knowledge, attitudes, and behaviors, leading to more confident and engaged learners.


Morningstar Financial Presentations, Andex® Chart, and Ibbotson® SBBI

Our financial communications library of Morningstar presentations and charts offers industry-tested financial concepts in various convenient formats to assist financial advisors in attracting, building, and cultivating deeper relationships with their clients. Financial Service Providers use our FINRA-Compliant Financial Presentations and Charts to educate clients on market downturns, recoveries, and the concept of long-term vision and planning, giving them the confidence to stay invested in stable or turbulent markets.

Case Studies


Real Progress and Pathways to Prosperity (RP3)

This case study provides an overview of how a group of Credit Unions leveraged best practices in online learning, behavioral economics, and the spirit of competition to reach their goal of empowering employees to learn the language of money. The goal was to examine the effect of workplace-based financial education on retirement savings by conducting a randomized field study of employees at 45 credit unions, with those in the intervention group given access to a 10-unit online financial education course.


Navigating Clients through Uncertain Times.

Demand for financial education has surged in recent weeks. The sharp economic fallout from COVID-19 has adversely affected the likes of both individuals and businesses. With market volatility levels reaching highs not seen since the Great Recession and the Dow Jones falling more than 10,000 points from its recent peak, investors from all over the world are unsure of what to do with their money.  In this case study, we gathered various usage statistics from our platform over two time periods, February 1st–March 15th, and March 16th–April 30th, to dig into how COVID-19 has affected the volume and type of information that investors seek.


Ameriprise Financial - Financial Fitness Program Delivers Powerful Results

Since 2017, Ameriprise Financial and Financial Fitness Group have partnered to provide successful financial education tools and resources to large employers and employees. In 30 months, up to 12 large employers and over 20,000 employees participated in improving financial education and creating confidence to take action with advisors and Financial Fitness COACH™.



Large Insurance Company Drives 5,000 New Leads and 11,000 New Customers With Financial Education

Financial service companies might be wise to take a page out of the playbook of one of America’s most respected companies, Large Insurance Company (“LICO”), which places an emphasis on financial education for its employees and customers.


UnityPoint Health Launches Financial Fitness Challenge

UnityPoint Health and the Financial Fitness Group partnered to create a holistic financial wellness platform to provide all UnityPoint Health employees and associates the opportunity to access financial wellness through their employee benefits. UnityPoint prioritized financial wellness at their organization to give employees the knowledge to make financially sound decisions. They focused on taking a comprehensive approach towards employee well-being within their overall benefits offerings.


Ho-Chunk Nation Youth Financial Literacy Program

This case study covers how the Ho-Chunk Nation innovatively improved its population’s financial literacy and capability through online financial education. With the help of Financial Fitness Group's platform, Ho-Chunk Nation Youth who went through the program, saw an overall improvement in financial knowledge of 26.6%. Of even more importance, on many subjects such as housing, taxes, insurance, and investments, the improvement was over 40%.


Financial Fitness Group Partners with the Iowa Insurance Division to launch Statewide Financial Literacy Program

The Iowa Financial Fitness Challenge is an event-driven wellness program that provides interactive, practical, unbiased online instruction in personal finance and investing fundamentals. Over the last 10 years, Financial Fitness Group in conjunction with the Iowa Insurance Division has educated 100,000 individual consumers through the Iowa Financial Fitness Challenge. Through this unique program, participants were able to increase their financial knowledge by 30% and change behaviors like creating a spending plan, saving more for retirement, and utilizing benefits better.

GuidedChoice - 3Nickles App: "An Advisor in Your Pocket"

GuidedChoice has been a pioneer in retirement planning for over 20 years. They were the first to use the Internet to bring new freedom and access to retirement planning, creating a culture of innovation, transparency, and equality that remains at the center of everything they do today. That’s why they took an innovative approach to leverage technology to provide a “financial advisor in your pocket” experience through their 3Nickels app. As they launched their app, they knew there was one component missing: financial education content that could provide an even more holistic approach to improve their users’ overall financial wellness. That’s when they met Financial Fitness Group and formulated a partnership to integrate our content into their application experience.



How to Calculate the ROI of a Financial Fitness Program and Combat Employee Stress

Employers are starting to recognize the benefits of offering workplace-based financial wellness programs. Download the white paper for a deeper dive into calculating the ROI of a FInancial Wellness Program.


The Economic Ramifications of Financial Stress: How Financial Wellness Benefits Boost the Bottom Line

Employees who want to retire but are financially unable to do so cost businesses. These costs include lower productivity, higher health care costs, and higher payroll expenses. Download the white paper to learn more about how financial wellness can impact your bottom line.


Financial and Behavioral Trends of Generation Z

While Millennials have been in the spotlight for quite some time, the demographic group following this generation is making quick jumps to the front. The two generations have a lot of similarities, but understanding their differences, especially finances, is crucial to preparing your business and shifting your business strategy to stay relevant for the future.


Financial and Behavioral Trends of the Millennial Generation

The key differentiator between Millennials and other generations is Millennials are individualistic, pushing aside societal norms and boundaries created by the other generations. As the largest living generation, it's crucial to understand their behavioral trends to measure and prepare for the impact they will have on the financial services industry.


Wealth Transfer: Challenges for Traditional Banks and Alternative Solutions for Millennials

Over the next 30 years, it is estimated that $30 trillion of wealth will transfer from the Baby Boomer generation to Generation Xers and Millennials. According to the consulting firm Accenture, Baby Boomers have already started passing along their assets to their heirs. That poses the question, in today’s digital age, are traditional financial institutions armed with the tools and knowledge required to retain the business of Millenials? Download the white paper to read more.


Community Reinvestment Act: How banks can use CRA to make an impact

Now more than ever, financial institutions have a role in providing financial education to help meet the needs of low-income individuals and their families. Given economic imbalances and the increased number of lower-income individuals in the past several years, there is a necessity and an opportunity to keep these individuals educated. This white paper will provide a deeper dive into how banks and credit unions can use the Community Reinvestment ACT (CRA) to impact their communities while staying compliant with the federal government.


Capitalizing on the Biggest Wealth Transfer in History: Advantages for Financial Advisors

The world is witnessing the biggest wealth transfer in history. As aging generations pass on their accumulated wealth to the next, financial advisors have a unique opportunity to play a crucial role in ensuring a smooth transition. Traditional tools such as trusts continue to have their place in advisory services. New tools such as fintech and online interaction are a welcome addition that Millennials and Generation Z will gravitate toward. And consideration of the values of younger heirs will help to keep advisors out in front of this huge wave of wealth transfer. Advisors can download this white paper to learn more on what they can do and how FFG can help.



Financial Fitness SCORE™ - Impact

Financial wellness scores can measure many factors which include transactional activity, knowledge, capacity and emotional impact. Life stages can impact and skew variances in these scores. Additionally, various cultures perceive the financial industry and their relationship to money in different ways. This infographic compares different users of all backgrounds and how SCORE™ has impacted them.


Financial Fitness - Get the Facts

For over 20 years, we've been assessing, scoring, educating and driving real behavior change in financial consumers across the United States. Financial Fitness exists to make this correlation a positive one - for every consumer and organization that financial literacy impacts. Download this infographic to learn about the benefits of Financial Wellness.

Financial Fitness FAQ's

We've compiled the most commonly asked questions we receive about our products and services to help you make a faster decision.

Answers To Commonly Asked Questions

Schedule A Demo

Let us show you why the Financial Fitness Group is an educational platform that is a win-win for employees and your bottom line.

What’s Your Financial Fitness SCORE™?

The key to Financial Fitness starts with the basics. Where do you rank?

Take our Mock Checkup to get your Financial Fitness SCORE™!

Get Started
Financial Fitness SCORE

Get Started Today

Financial Fitness SCORE
  • This field is for validation purposes and should be left unchanged.
× Review and Confirm Your Order

Your cart is empty.