1 the employee experience. 2 financial fitness challenge details and timeline
TRANSCRIPT
1
The Employee Experience
2
FINANCIAL FITNESS CHALLENGE DETAILS AND TIMELINE
3
The Financial Fitness Challenge takes best practices from technology, psychology and online competition to make learning
about money efficient, effective and fun!
Financial Fitness Challenge
4
The Program Works
92% Want to learn more
25% Participation rates
30% Improved knowledge
FINANCIAL WELLNESSAT WORK
SIGNIFICANT IMPROVEMENTIN BEHAVIORS
Build a Budget Financial Plan Retirement Savings Better Use of Benefits
Decrease Debt Fewer Late Fees Financial Stress
Up to70% improvements
in behaviors
5
Program Overview
Timeline: September 15th – November 21st
Before 9/15:
Get excited about FFC!
Starting 9/15:
Complete the Checkup & pick
your topic
9/15-11/21:
Enjoy the courses & earn
certificates
By 11/21:
Complete the Final Checkup & celebrate!
Simple Four-Step Process:
6
Program Overview
Financial Fitness Checkup
Financial Fitness Courses
Final Checkup
• Available to ALL employees
• Provides a personal report on your current financial knowledge, attitudes, and behaviors
• Recommends a learning topic and also offers alternative topic options
• Complete 5 courses
• 0.5 to 1.5 hours per course
• Pre and post-tests and optional course surveys
• Score 75%+ to pass and earn a certificate for each course
• Earn a 6th certificate!
• Completing it will highlight your changes in attitude, behavior, and confidence
7
Learning Plans and Courses
One hour per week or 15 minutes per day. Available online 24/7.
8
Awards – Course Certificates
9
Awards – Certificate of Completion
10
PREVIEW EMPLOYEE EXPERIENCE
12
Start the Checkup
13
Financial Fitness Checkup: Sample Page
14
Checkup Results - Financial Wellness Summary
15
Checkup Results - Financial Wellness Report
16
Checkup recommendation + more
Select a Learning Plan
17
Learning Plan & Course Home Page
18
Sample Course Content
19
Sample Course Calculator
RESULTSIt appears that Social Security will replace approximately 33% of your current combined income of $130,000
Not Covered$87,568
So-cial Se-cu-rity$42,432
Social Security Replacement
20
Weekly Progress Emails
21
Message appears on the home page after all 5 courses are passed
Final Checkup
22
Final Checkup
23
Certificate of Completion
24
Certificate of Completion
25
Q & A
26
System Requirements