"While over 90% of employers surveyed about financial wellness report the desire to build or expand their financial wellness efforts, most don’t know where to start. This course is designed to provide the necessary insight for developing and implementing effective programs."
- Liz Davidson CEO and Founder of Financial Finesse
QAS Self-Paced Online Course
Duration: 4-5 hours
Eight Modules with Learning Objectives
Basic (No Prerequisites or Preparation)
Learn how to design and implement an award-winning financial wellness program from an industry pioneer
Improve your fiduciary decision-making process and avoid Financial Wellness pitfalls
Learn from Award Winning Industry Leader Liz Davidson, Founder & CEO, Financial Finesse
With new plan management skills you can positively impact employee outcomes
The course is affordable and can have major impact to your bottom line
A time efficient course that can be taken at your own pace whether at work, home, or on the road
Author, CEO, and Founder of Financial Finesse, Liz Davidson, disrupted the financial services industry in 1999 by providing everyday Americans with free access to expert and unbiased financial planning services - otherwise only available to high net-worth individuals. With a social mission to “change F’ing lives”, Liz galvanized an entirely new industry - workplace financial wellness – to help empower the masses to take control of their financial freedom and combat symptoms like financial stress, delayed retirement, debt, bankruptcy, even divorce.
A leading advocate for fiduciary reform, Liz testified before the Department of Labor and consulted with the White House and Consumer Financial Protection Bureau (CFPB) influencing the 2016 decision to tighten fiduciary standards and sparking real conversations about incentives for employers who offer financial wellness programs to employees.
To help guide genuine research in a perpetually evolving industry, Liz also spearheads Financial Finesse’s in-house Think Tank which consistently publishes research and case studies so compelling and irrefutably accurate, their findings are regularly leveraged by industry thought leaders, media, and vendors across the board as they strive to build the business case for and understand the ROI metrics of workplace financial wellness programs.
Liz holds an MBA from UCLA's Anderson School of management with a concentration in Finance. Additional individual and company accreditations include: