Financial Education Program Development

There has never been a greater need for innovation in the design and delivery of financial education programs and initiatives. It is clear that many of us have not been given the foundation we need to make smart financial decisions everyday - let alone start planning for our retirement. In fact, many of the programs and resources that are available to us and intended to help us have not been effective. The financial struggles many of us, our neighbors, and our friends face are testaments that our approach to financial education needs to be overhauled. The facts are clear:

• We need outcome-based programs that are designed to be enduring over the long-term - not limited to a brochure, article, or seminar.
  
• We live in a time when we have access to more information than ever before about managing our personal finances, yet collectively, our financial IQ continues to suffer. 
  
• Financial advice is not financial education. Too often these are confused or considered to be one in the same. Nothing could be further from the truth. Anyone can give financial advice, but the real issue is whether or not they are qualified to do so.
• We need effective instructors armed with effective instructional strategies because we all learn differently. Any educational program should provide information in multiple formats to address the needs of right-brain vs. left-brain learners.

FELA designs, develops, implements, and helps to manage highly effective, outcome-based financial education programs. 

Consumers

• You are the ultimate beneficiary of the financial education programs we develop with our partners - whether it is an employee benefits program, a new approach to teaching students in schools, or a community focused initiative.
• Look for programs provided by our Certified Partners or certified by FELA as a highly-effective financial education program.

Businesses

• Financial education is one of the fastest growing employee benefits and is increasingly in demand by employees. A number of Federal laws have been passed which have paved the way to bring financial education into the workplace. Additionally, the President's Advisory Council on Financial Literacy has proposed giving employers tax credits if they provide financial education in the workplace.
• FELA can help with the development of enterprise-wide financial education programs and can integrate such programs into your existing benefits structure. We have developed highly creative ways for companies to provide this high-value, low-cost benefit.
• A number of Fortune 500 companies are bringing these kinds of programs to the workplace: McDonald's, IBM, UPS, WalMart, to name a few.

Schools & Communities

• FELA can help schools develop or modify outcome-based financial education curricula, which can be part of a more comprehensive effort to provide financial education to students.
• Community-based organizations are more involved than ever in the delivery of financial education initiatives. We can help you expand on your existing programs, ensure they are outcome-based, or even help you develop new initiatives for you community.

Financial Institutions

• FELA helps financial institutions with the development of financial education programs that address two distinct needs of these partners:

1. Provide programs to help educate and increase awareness for existing and prospective customers.
2. Develop impactful initiatives related to your community based efforts. Not only can FELA help you accomplish your mission of improving financial literacy in our communities, but we also can help you convert the people you touch into new clients.