Connecting Small & Mid-Sized Businesses with Local Financial Educators
Employee Financial Wellness connects small and mid-sized businesses with local financial service professionals to deliver practical, real-world financial education to employees. Our initiative helps organizations provide meaningful financial wellness support while leveraging trusted professionals already serving their communities.
We specialize in helping businesses with 25 to 1,000 employees gain access to qualified financial educators who can improve financial wellness, reduce financial stress, and support employees with the everyday financial decisions that affect their lives and workplace performance.
Our Mission
Our mission is to make workplace financial education more accessible, practical, and locally supported.
By connecting businesses with qualified local financial professionals, we help employees better understand and manage important financial topics such as budgeting, credit, debt management, banking, taxes, employee benefits, retirement planning, and long-term financial decisions. At the same time, we help employers strengthen employee wellness initiatives, support workforce stability, and provide additional value beyond traditional compensation and benefits packages.
Why Employee Financial Education Matters
Workplace financial education should be practical, relevant, and trusted. Our programs focus on helping employees build confidence and make informed financial decisions – without pressure or sales-driven presentations.
Whether you’re a business looking to support your employees or a financial professional looking to expand your impact, Employee Personal Finance helps make the connection.
- Financial stress affects how people show up at work and in life. Employees who lack financial confidence may struggle with debt, emergency expenses, retirement planning, and everyday money decisions.
- For employers, this stress has an impact on productivity, engagement, retention, and overall workplace well-being.
- Financial education gives employees the knowledge and confidence to make better decisions and build stronger financial foundations.
How It Works
- 1
Identify Needs
Assess workforce size, goals, and key financial education topics. - 2
Match with Local Educators
Connect businesses with qualified local financial professionals. - 3
Deliver Education
Provide sessions onsite, virtually, or hybrid. - 4
Reinforce Learning
Offer tools, resources, and follow-up support. - 5
Measure Impact
Track engagement, feedback, and outcomes.
Standards, Qualifications, and Integrity
Employee Personal Finance is built on a commitment to quality, consistency, and measurable outcomes in financial education. All participating financial service collaborators must hold the Certified Financial Education Instructor (CFEI®) designation, ensuring that they meet established standards for delivering effective, education-first programming.
To maintain trust and integrity:
- All education is delivered with an education-first approach.
- Financial service professionals can hand out marketing materials and invite participants to personal consultations.
- Product promotion or sales activity is not permitted during educational sessions.
- Programs are designed to be practical, relevant, and immediately applicable.
This model ensures that both employers and employees receive unbiased, high-quality financial education that supports long-term financial well-being.
