Creating An Effective
Financial Wellness Program

Learn how to design and implement an award-winning financial wellness program like Nestle, Viacom, Aetna, and NFLPA directly from the pioneer of the financial wellness industry.

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Why This Course?

"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

Who Is This Course For?

  • Plan Sponsors/Employers
  • HR & Benefits Professionals
  • Finance & Accounting Professionals
  • Wellness innovators & Industry research enthusiasts
  • Financial Advisors & Retirement Specialists
  • Anyone seeking CE credits

Featured In This Course:

  • The impact, ROI & cost savings of a true financial wellness benefit
  • Understand your role & responsibility as a plan sponsor
  • Reduce your risk and enhance your value as a fiduciary
  • How advisors can leverage financial wellness
  • Access to proprietary research & resources
  • Actual case study of fortune 100 client program
  • How to enhance benefit utilization across the board
  • How to help recruit and retain top talent
  • Proven best practices on how to implement & market a successful program

Continuing Education Credits:

  • 4 Hours HRCI General Credit
  • 4 Hours Credit by the CFP Board of Standards
  • 4 Hours SHRM-PDC Credit

Course Details:

QAS Self-Paced Online Course

Duration: 4-5 hours

Eight Modules with Learning Objectives

Basic (No Prerequisites or Preparation)

"The future of our industry is rooted in financial wellness. Any advisor who doesn’t have a strong understanding of financial wellness and the strategy behind it will find themselves at a significant disadvantage.

I've worked with Financial Finesse for years, and we've had hundreds of successful program launches, but it wasn't until I went through this course that I fully grasped the level of strategic impact financial wellness can have on an organization. The fact that a strong financial wellness program helps employees retire with dignity is a no-brainer; it's easy to see that connection. But companies are using this now to transform their cultures, and cement their commitment to employees overall wellbeing, recruit and retain top tier talent, and ensure employees fully appreciate and maximize their benefits. It's amazing one thing can touch so many areas, but financial wellness does and this course shows you how."

- Bill Chetney, Founder and CEO, Global Retirement Partners Advisor Alliance

Featured in 401k Specialist Magazine: Advisors Can Get Financial Wellness CE Credit Online

"401k advisors and other industry professionals looking to offer financial wellness education can now enroll in an online course that will help them better guide clients and participants toward successful outcomes"


Confidence & Certainty

Learn how to design and implement an award-winning financial wellness program from an industry pioneer

Reduce Risk

Improve your fiduciary decision-making process and avoid Financial Wellness pitfalls

Trusted Quality

Learn from Award Winning Industry Leader Liz Davidson, Founder & CEO, Financial Finesse

Better Plan Management & Participant Outcomes

With new plan management skills you can positively impact employee outcomes

Cost Effective

The course is affordable and can have major impact to your bottom line

Learn on your time

A time efficient course that can be taken at your own pace whether at work, home, or on the road

Course Curriculum

  Course Documents - Creating an Effective Financial Wellness Program
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  Orientation and Introduction
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  Module 1 - What is Financial Wellness, Who Needs it, & Why?
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  Module 3 - Link Between Financial Stress & Employer Costs
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  Module 7 - Aetna & Movement Mortgage Case Studies
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  Module 8 - How to Implement & Market the Value of Your Financial Wellness Program
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  Feedback & Learn More About Financial Finesse!
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Your Instructor

Liz Davidson
Liz Davidson

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:

  • 2017 LEAD Award “Winners Circle” Recipient
  • 2017 Best In Biz Awards
  • 2017 Entrepreneur Top Company Cultures
  • 2017 Inc. Best Workplaces
  • 2016 Los Angeles Business Journal – Best Places to Work
  • 2016 HR.Com Leadership Excellence Awards
  • 2015 LA Biz Women of Influence
  • 2015 Los Angeles Business Journal – Best Places to Work
  • 2015 HR.Com Leadership Excellence Awards
  • 2014 – 401k Wire – Most Influential People in Defined Contribution

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!

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