Financial Learning Center

"I am always ready to learn although I do not always like being taught."

Winston Churchill

The Financial Learning Center delivers content in three distinct ways.

Create your own plan.
A personalized plan is tailored for each user.
By life-event.
Strategies to follow on specific events in your life.
Browse by topic.
Financial education organized by topic for quick access.

View Financial Learning Center results

Financial Learning Center Results

89% of users report that the Financial Learning Center is one of their favorite financial sites on the web.
The average user spends 39 minutes per visit at the site.
Very high utilization. Typically, over 10% of employees visit the site within the first month of launch, with steady growth in the following months.

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.

Financial Learning Center Personalized Plan Page

Your Personalized action plan

Financial Learning Center Questionaire Page

Example questionnaire

Financial Learning Center Action Plan Detail

Action plan detail

By first identifying their top financial priorities via a questionnaire, the user is given a comprehensive and personalized plan with steps and relevant resources to help them reach their financial goals.