Financial Wellness at Work Training Institutes
In cooperation with leading practitioners, the Financial Wellness at Work project conducts training institutes to help organizations identify the processes and partnerships to implement a successful workplace financial wellness program.
Organizations that participate in the Financial Wellness at Work training institutes are eligible to apply for funding to help underwrite start-up costs for sustainable workplace programs.
Contact Susan Sarver at the FINRA Foundation to learn about upcoming training opportunities.
Tools and Resources
This guide describes how credit unions, community-based organizations and employers can work together to offer safe and affordable small-dollar loans to employees.
This study details how nonprofit organizations can engage employers in providing financial wellness programs for their workers. The research also describes the most effective ways to communicate the availability of these services to employees.
The United Way in Chittenden County, Vermont, is helping lower-wage employees and employers through a model workplace financial wellness program.
Learn 10 ways employers can help new employees build long-term financial security.