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Creating an Effective Financial Wellness Program
Course Documents - Creating an Effective Financial Wellness Program
Learning Objectives - PDF
Course Syllabus - PDF
Financial Finesse Product Guide - PDF
Orientation and Introduction
Introduction Module - Video (3:44)
Module 1 - What is Financial Wellness, Who Needs it, & Why?
Module 1 - Video (19:22)
Workforce Financial Wellness Best Practices and FAQs - PDF
Best Practices Infographic - PDF
Module 2: - Trends to Look For & Buzzwords to Beware Of
Module 2 - Video (19:15)
Cost Benefit Analysis of Refund vs Education - PDF
Life Events Research Report - PDF
Making the Case for Workplace Financial Wellness - Web Link
What Your Financial Advisor Isn’t Telling You - Video
Module 3 - Link Between Financial Stress & Employer Costs
Module 3 - Video (14:32)
Financial Stress Research Report - PDF
Module 4 - Strategic VS Tool-Based Programs
Module 4 - Video (15:14)
The HR Benefits Manager's Guide to Implementing Financial Wellness - Web Link
Workplace Financial Wellness Best Practices Checklist - PDF
Module 5 - How to Actually Change Employee Financial Behaviors
Module 5 - Video (11:40)
Financial Wellness Impact Report for Aetna - PDF
How to Actually Change Employee Financial Behaviors - Web Link
Module 6 - ROI & Impact of Financial Wellness Programs
Module 6 - Video (8:04)
[Society of Actuaries] Calculating ROI: Measuring the Benefits of Workplace Financial Wellness - PDF
[Society of Actuaries] Financial Wellness Essay Collection - Web Link
Module 7 - Aetna & Movement Mortgage Case Studies
Module 7 - Video (7:37)
Case Study: Aetna ROI 2017 Report - PDF
Module 8 - How to Implement & Market the Value of Your Financial Wellness Program
Module 8 - Video (13:05)
How to Market Your Financial Wellness Program So It Becomes A Highly Valued Employee Benefit - Web Link
Exam
Attempt Exam - Creating an Effective Financial Wellness Program
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