Financial Education for the Workplace

With the mandate from the federal government for the promotion of financial literacy, the workplace has emerged as a convenient and effective venue for financial education.

Financial education programs benefit both the employer and the employee. Employees who feel confident about their financial lives are less stressed and more focused at work. Both employees and their organizations benefit from work-site education that is convenient, low-cost and applicable
in all aspects of their lives.
 
The Heartland Institute of Financial Education has joined with colleges and universities throughout the United States to provide both for-credit and not-for-credit courses for organizations and their employees/members. Courses, designed to meet the diverse educational needs of various groups of employees, are sponsored by colleges and universities and are always taught by qualified CFE Certified Financial Educators®.
 
A CFEd® is an instructor who has been trained and certified through the Institute and whose credentials have been accepted by participating colleges and universities. While many individuals have earned the right to use the CFEd® marks, only those who have been admitted to the Registry of CFE Certified Financial Educators® are sponsored by the Consortium through the Heartland Institute to teach specific Financial Wellness Courses.
 
Benefits to Your Employees
  • Convenience – Employees take the class at their work site.
  • Family Oriented Planning – Employee’s spouse or significant other may attend at no additional cost (one workbook per family).
  • Resources – Book and materials provided for each employee.
  • Personalized Class Work – Employees receive personal finance worksheets with practical exercises and examples.
  • Personal Development – Employees expand their knowledge without disrupting their work lives.
  • Financial Knowledge – Employees’ work performance and business acumen is enhanced.

Better informed employees ... are better employees!

Course Offerings
Our courses introduce employees to the importance of financial wellness and the need for individuals to take responsibility for their overall financial future. As an employer, you can provide onsite education as a “soft benefit” for employees at little or no cost. Some companies even offer full or partial tuition reimbursement upon completion of the course.
 

For information on how you can bring financial education to your organization, contact:
 
               Marcie R. Gappinger
            Director of Education
            (303) 597-0197
 
                Miles Skoog
                Workplace Education Coordinator
                (303) 597-0197

WHAT HR DIRECTORS SAY

“Participants have been sincerely appreciative of the presentation, how valuable and current the information is, and how helpful the suggestions and ideas are in planning a more secure financial future.”
- Cynthia Rider, Summit County Colorado
 
“He conducted these classes in a professional manner with no “sales” being done.”
- Steven E. Ray, Cochlear Corp.
 
"What a wonderful benefit the Financial Education Class has been for our employees. This class taught the value of preparing for every day events and for the future. I have had very positive feedback from the employees on these classes. And, they would like to have more of these type of classes taught at our facility."
- Patti Thompson, Bonfils Blood Center




 
                                            
©2010 Heartland Institute of Financial Education. All rights reserved.