Financial Fitness Group
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Financial Fitness Platform

Personalized financial education with measurable outcomes.

Our All-in-One Branded Platform

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.

Course Reccomendation

The platform's technology provides users with a personalized learning experience. It tracks participant progress and suggests new learning tracks based on results.

Gamification

The gamification learning process is customizable. We use quizzes, tools, calculators, points and badges to keep participants learning and engaged.

Turnkey Integration

Powerful API and seamless integration through single sign-on that is customized to your brand for a holistic user experience.

A proven formula for success

The Financial Fitness Platform empowers organizations to assess, benchmark, and change participant's financial behaviors. Built on proven academic and organizational research, our solution has demonstrated its ability to help participants of all backgrounds improve their financial wellness for over a decade.

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Financial Fitness Platform Features

FINANCIAL CONTENT LIBRARY

More than 15,000 pieces of content covering the basics of financial education and investing. We offer articles, tutorials, multi-media, audio and video courses in both English and Spanish.

FINANCIAL FITNESS SCORE™

Participants gain access to our proprietary online Financial Fitness Checkup to identify how financially fit they are through a Financial Fitness SCORE™.

MOBILE RESPONSIVE DESIGN

Users can access financial education anywhere, anytime and from any device.

PERSONALIZED BRANDING

Customized to your brand for a complete user experience.

MARKETING & ENGAGEMENT TOOLS

Email marketing and promotional tools to maximize user participation.

DEDICATED CUSTOMER SUPPORT

Implementation and ongoing program support.

Calls-To-Action

Allows financial services firms to cross-link from our platform content to other tools, resources or actions.

DATA SECURITY & PRIVACY

Confidential and private, secure sign-in with SSO.

REPORTING & ANALYTICS

Robust analytics and reporting that allows you to track the impact at an individual level and organizational level.

Ready to Get Started?

Take the next step. Set up a demo with one of our friendly team members to see our platform in action.

Thought Leadership & Collaboration with the Nations Most Forward Thinking Institutions

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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™!

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Financial Fitness SCORE

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Financial Fitness SCORE
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