Contact Us
About Us
Financial Literacy Courses in High School 2019-04-03T11:13:00+00:00

How to Convey the Benefits of Financial Wellness Programs

Are you frantically searching the internet, hoping that you will eventually find a resource that will help you successfully convey the benefits of financial wellness programs? Congratulations! Your long hunt has finally come to a peaceful end! Here, we’ve carefully designed a step-by-step guide that will walk you through exactly what one can do if they want to plan a great financial wellness program.

General Benefits of Financial Wellness Programs

Proficiency of Financial Literacy Courses in High School Decisions

Structures for Financial Literacy Courses in High School Extras

Hitting the Road: In Practice

In the scenario you’ll find written below, you will get to see an example of a working professional who – in their own job – managed to successfully get help to plan a top-notch course and successfully convince their team to embrace the benefits of financial wellness programs.

Álvaro is an event coordinator for non-profit organization in Boston, where he’s managed to climb the ladder in less than 2 years. Nowadays, however, he oversees 16 college-aged support staff team members – which ended up being an extremely fulfilling professional experience for him. After a number of his team members had – on several occasions – come up to him in his office with personal finance-related questions, he began to think about something. Could he organize a financial wellness program that could help them all? But how would he convince them of the benefits of financial wellness programs? He knew all about personal finance as a topic, and he knew the members of the group quite well, but knew that he would need some help to pull this off.

After going around and doing an informal survey with a number of the members of his group, Álvaro quickly realized that most of them had almost zero knowledge when it came to healthy money management concepts. Many of them probably had no idea what would be the answer to the question: what is a financial wellness program?

Objectives: Benefits of financial wellness programs

Álvaro had already decided on his goal for the near-term when it came to this group: he wanted give this team a solid level of understanding on money management principles so that they would then be able to apply it to their own lives outside of work. Thanks to the severely limited free time and unforgiving class schedules that these individuals had every week, he was willing to just develop a course that could be broken down into 1-hour pieces. For this reason, doing a condensed program that focused on core principles would have to be his strategy.

With this particular financial wellness program that he planned to offer, his eventual goal was for everyone to reach the “Applying” level of understanding by the completion of the course.

The Source of Winning

Álvaro already had his goals lined up for both the near and long terms, so he then needed to settle on his ideal delivery method. Taking into consideration this group’s lack of a reasonable amount of availability when it came to their schedules, he realized that an achievement-based financial wellness program would be best. This is because it would inspire them to reach the end of each phase while they advance through it.

Zeroing In: What is a Financial Wellness Program?

Álvaro had to then whittle down the primary focus of course, so that he could clearly outline the benefits of financial wellness programs to this group. The wide majority of his team members consisted of university students, so he decided to focus the program on student loans and managing debt responsibly.

Essential Financial Literacy Courses in High School Assets

Extensive Financial Literacy Courses in High School Qualifications

Reaching Out for Some Qualified Support

So, what is a financial wellness program supposed to achieve? Álvaro already knew the answer to this question, but he knew he had to reach out to some sort of experienced educator who could help pass on this critical information well enough. He hoped to find a presenter that was both skilled at teaching this specific age group, as well as a person that had a proven track record of success when it came to personal finance knowledge.

In order to best convey the benefits of financial wellness programs, the presenter he selected was a verified Certified Financial Education Instructor (CFEI) from NFEC.

How to Work Out the Best Curriculum

Álvaro would need to provide a helpful program that could still be beneficial in spite of the scheduling issues he faced with this group. With that thinking, he decided to develop a flexible program that would be easily divided up into smaller modular pieces that can be viewed and finished whenever the employees had available free time.

Next: Quantifying Your Results

Out of the 16 team members who participated in the course outlined by Álvaro, 15 ended up completing the entire thing with a median improvement amounting to 19%. His next action was to compile the resulting data and draft a visual so that he could present it his superiors in the organization. What is a financial wellness program if there aren’t any tangible impacts, anyhow?

Extensions for Financial Literacy Courses in High School Competencies

Recognizing Progress: Giving Credit

Álvaro knew that this group of employees would reach their maximum potential if they continued to receive support in this topic. When the program was over, he wanted them to appreciate the benefits of financial wellness programs, so he sent out congratulatory emails to everyone who took part.

He opted to continue aiding everyone by offering follow-up programs, once every two weeks. This way, everyone who participated could both retain what they learned and continue to leverage the newfound knowledge into their own personal finances

Share This Article


Email Us


Chat with Us

Start Live Chat