Financial Wellness Academy

Employee Financial Wellness is a
Win-Win

Reduce employee stress and increase productivity. It's a win-win benefit. 

Employees need help, and it's costing you money.

of the U.S. workforce reports that financial stress impacts their work

Employees who are financially stressed are twice as likely to look for a job elsewhere

of financially stressed workers feel their productivity has been negatively impacted

We guide your team toward financial wellness and stability

Coach employees through any financial question- big or small

Our financial experts coach employees through every aspect of their financial lives.
  • Tackling Debt
  • Budgeting
  • Building Wealth
  • Insurance Coverage
  • Retirement  Preparation
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On-demand value

Financial literacy made simple

In-depth courses, articles, podcasts, and training exercises all available for employees' success.

Measure employee progress

With our learning management system, you can see how employees are progressing through each lesson, all while gauging their confidence and sentiment about finances.
Build skills

Learn on their own time

Self-paced learning 24/7, or join our live classes to get more in-depth learning.
Work process

The best learning tools you can get

Interactive video

Exceptional experiences with automatically extracted transcripts, quizzes etc.

Financial Pulse workbook

Tools used by the world's top professionals. E-books, note-taking, surveys and more.

Assessments - Exams

We will help you unlock your potential so you can excel in your health and wealth.

Certificate awards

Boost your confidence, master the field, become a certificate holder!

Education

Education for everyone
$1,250/year
Per 100 employees
Contact support if over 1,000 employees.
Included features:
  • Tackle Debt, Build Wealth Program
  • Full access to FWA's personal finance courses
  • Workbook and Action Steps to organize your financial wellbeing
  • Share account with Spouse/Partner

For Employers:

  • Basic reporting about employee engagement 

  • Prebuilt employee engagement campaign with monthly engagement emails

Support 

Support for everyone
$2,250/year
Per 100 employees
Contact support if over 1,000 employees.
Includes Education features plus:
  • Live webinars
  • Live classes
  • Support phone calls 

For Employers:

  • Advanced reporting for employee engagement and sentiment

  • Onboarding webinar to get employees engaged

  • Company branded landing page for all learners

Customized Service

Advanced custom courses
Custom pricing
Contact for pricing
Contact support if over 1,000 employees.
Includes Support features plus:
  • 1-on-1 meeting with financial expert
  • 20 admins / instructors
  • Bulk student upload

Frequently asked questions

How do you assist with the rollout of this benefit?

Yes. We will provide you with content and materials to help rollout this new benefit.

Do you sell products?

We're only here to provide education, not to sell products. If someone needs assistance with a financial product, we can refer them to a fiduciary. 

Can family members use this?

Yes! We want your employees and their families to have access to financial wellness. Each employee will have access to share this content with family members in the same household. 

Is pricing set in stone?

Contact us for custom payment schedules.
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Need more info? Contact us 

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  • Brian@FinancialWellnessAcademy.com
  • 860-251-9478
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