Financial Learning Center
"I am always ready to learn although I do not always like being taught."
The Financial Learning Center is a complete platform that can help you create or enhance your organization's financial education efforts.
This patent pending product is outfitted with our vast library of content, created by our team of CERTIFIED FINANCIAL PLANNER™ professionals and delivers an unbiased, highly-interactive and personalized experience.
The Financial Learning Center's customizable architecture can be extended to include all of your organization's benefits information and resources truly making it the complete financial resource for your employees or member's needs.
- Designed to replicate the experience of being one-on-one with a financial planner. Each user receives their own personalized education plan.
- Serves as a platform to promote your overall financial education efforts and financial benefits.
- Detailed reporting of user demographics including the key areas where your consituents are doing the best and need the most help so you can best direct your organization's education efforts.
Your Personalized action plan
Action plan detail
Life event picker
Sample life event page