Learning is a Priority
provide financial education that is impactful and meaningful
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 ACADEMY™
The Financial Fitness ACADEMY™ 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.
Financial Fitness COACH™
A variety of methodologies have been used to reduce stress and alleviate the losses associated with it but without optimal effect. The Financial Fitness COACH™ program provides a new blended approach to help improve the financial fitness of the American workforce.
REAL PROGRESS AND PATHWAYS TO PROSPERITY (RP3)
Award-winning program delivers powerful results. This case study provides an overview of how one company 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.
LICO 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.
THE BOTTOM LINE BENEFITS OF A FINANCIAL FITNESS COACH™
The powerful program titled Financial Fitness COACH™, enabled a select group of large employers to offer their employees the ability to engage in (1) a 10-minute online Financial Fitness CHECKUP™, (2) unbiased online education in the form of a Financial Fitness ACADEMY™, and (3) the opportunity to meet with a Financial Fitness COACH™.
Life Bank - Generating New Customers through Financial Education
Marketing of investment services for a bank is not a simple task. Annuities, 401Ks, and IRAs simply are not very “sexy” and don’t exactly get the blood flowing, know what we mean? What’s a bank advertising manager supposed to do? Download this case study to learn how Life Bank generated new customers using Financial Education.
How Financial Fitness Group Partnered with the largest Financial Software Company to drive $370,000 in NEW SALES
When it comes to driving sales of the most popular personal finance software product on the market, not just any product premium will do. Trying to keep users coming back for updates is a challenge, especially in an online world populated with both paid and free products trying to elbow you aside. So what are the sales and marketing staff to do? In this case study, you'll learn how this online financial software company partnered with Financial Fitness Group to drive sales.
HOW TO CALCULATE THE ROI OF A FINANCIAL FITNESS PROGRAM AND COMBAT EMPLOYEE STRESS
Employers also recognize the other 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 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.
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