Financial Fitness Group

Financial education for every learning style

Personalized solutions to enage, benchmark, educate & drive action

Academic Research-Based And Tested For 20 Years

Financial Fitness Group provides unbiased online, interactive tools that teach participants how to increase their financial knowledge and standings. Our Financial Fitness ACADEMY™ is an integrated modular platform, easy to set up and designed to fit each organization's needs. Through 20 years of research and data collection, we've proven that technology, psychology, competition, and fun is a formula for financial wellness success.

15,000+ Content

We offer the largest FINRA compliant financial education library in the industry.

Proven Software

Modular and actionable, our platform can be customized and branded.

20M Data Points

Our Financial Fitness SCORE™ offers 20 million user data points on users aptitude, behavior and confidence.

Simple Integration

Single sign-on and application programming integrations allow for easy integration.

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Financial Fitness SCORE™

Our proprietary Financial Fitness SCORE™ is the only research and academic-based assessment in the financial wellness market. Users take the initial Financial Fitness Assessment to generate a SCORE™ similar to that of a credit score.

The Financial Fitness SCORE™ is formulated by collecting millions of data points about the three key components of financial health, or the “A,B,C’s” of financial well-being: Aptitude, Behavior, and Confidence. It leverages questions from the Financial Well-Being Scale and retains a license to manage its central databank, giving Financial Fitness Group access to valuable data to further refine SCORE™.

Largest Library of FINRA Compliant Content

We offer the largest FINRA Compliant financial education library in the industry with over 15,000 pieces of content in both English and Spanish. Academic and research-based, our content is continuously kept up to date.

FINRA Compliant Courses

  • Over 15,000 pieces of FINRA Compliant content

Interactive Activities

  • Financial Calculators
  • Personalized Forms

Multimedia Courses

  • Bilingual Courses
  • Audio Courses
  • Animated Videos

Assessments

  • National Financial Fitness Index
  • Progress Assessments
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Financial Fitness Group - Financial Wellness Platform

Financial Fitness ACADEMY™

The Financial Fitness ACADEMY™ is our solution to generating more educated clients and employees for organizations of all sizes. ACADEMY™ is an educational library, equipped with a course recommendation engine, automation system, analytics, and reporting.

The all-in-one platform comes with:

  • Financial Fitness Proprietary Assessment + SCORE™
  • Selection of Financial Fitness Content
  • Marketing & Engagement Support
  • Dedicated Customer Support
  • Data & Analytics Reporting

Who We Serve

Financial Services

In today’s crowded marketplace financial services companies need to differentiate themselves. Our platform empowers financial service companies to attract, build and cultivate deeper relationships with their clients. We work closely with:

  • Employer Benefit & Insurance Providers
  • RIA's/Financial Advisors/Brokerage or Online Brokerage Firms
  • Banks & Credit Unions

Employers

We provide employee wellness solutions through independent & unbiased financial education tools. Organizations that leverage Financial Fitness solution realize:

  • Employees are more focused on the job
  • Fewer costly benefits are used
  • Savings of up to $2,000 per employee/per year
  • Up to 70% improvement in employee behaviors

Government

Financial education can be a significant benefit for both government agencies, the systems they serve and especially for the public sector employees.

Our wellness solutions to government employees and produce event-driven, statewide programs to engage consumers.

“Average users showed up to a 25% improvement in knowledge and 40% increase in retirement savings compared to the control group”

What’s Your Financial Fitness SCORE™?

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

Take our Quick Assessment to get your Financial Fitness SCORE™!

Start Your Assessment
Financial Fitness SCORE

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Financial Fitness SCORE