Www.educatedinvestor.com Investor Education in Your Workplace®

www.educatedinvestor.com

Investor Education in Your Workplace®Investor Education in Your Workplace®


What Is Investor Education in Your Workplace®?The Investor Education in Your Workplace® program is a NATIONAL investor education program that helps participants build financially strong, self-supporting families and communities.

General Program Outcomes (2009-2012):•Nearly 400 employers have offered the program•Over 16,000 individuals have participated•The program has won several awards

IEiYW®: General OverviewIEiYW®: General Overview


IEiYW® is event-based learning, so it’s fun and exciting!

IEiYW®: General OverviewIEiYW®: General Overview

Similar to popular “reality-based” competitions….We challenge you to complete one course per week.And we help you by providing:•Award-winning curriculum and technology•Unbiased and independent content•Convenient, simple, and engaging user experience•Pre- and post-testing to track changes in knowledge and behavior•Weekly progress updates via automated emails from [email protected]


IEiYW®: Proven Results. Expect Success!IEiYW®: Proven Results. Expect Success!

Investor Education at Work

Improvement Improvement in Knowledgein Knowledge

Participation Participation RatesRates

Want to Want to Learn MoreLearn More

4040%%8080%% 9292%%

Significant Improvement in Behaviors

Build a BudgetBuild a BudgetFinancial PlanFinancial PlanRetirement SavingsRetirement SavingsNew SavingsNew Savings

Decrease DebtDecrease DebtFewer Late Fees Fewer Late Fees Less Financial StressLess Financial Stress

Up to

improvements in behaviors50%


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Program Timeline

Simple Four-Step Process

Timeline: May 6th – August 16th (14 weeks)

IEiYW®: Program OverviewIEiYW®: Program Overview


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Program Timeline (May-Aug)Program Timeline (May-Aug)

b

Date Milestone05/06/2013 Spring 2013 Program Starts05/17/2013 Initial Quiz and Survey Complete05/24/2013 Course #1: Saving and Investing05/31/2013 Course #2: Personal Finance06/07/2013 Course #3: Investing Basics06/14/2013 Course #4: Investment Strategies06/21/2013 Course #5: Investment Risks06/28/2013 Course #6: Retirement Planning07/05/2013 Independence Day07/12/2013 Course #7: Retirement Plan Options07/19/2013 Course #8: Mutual Funds07/26/2013 Course #9: Financial Advisors08/02/2013 Course #10: Putting It All Together08/16/2013 Final Quiz and Survey Complete


IEiYW®: Participant Dashboard


IEiYW®: Participant Experience

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Program Completion Certificate


Organizational AwardsOrganizational Awards

Gold Status of Achievement – 75% participation

Silver Status of Achievement – 50% participation

Bronze Status of Achievement – 25% participation

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IEiYW®: FAQsIEiYW®: FAQs

Q: How much will I have to pay to participate?A: NOTHING! IEiYW® is available at no cost to you thanks to over $500K in grants from the Investor Protection Trust. The program is valued at over $100 per participant.

Q: When do I complete the IEiYW® program?A: IEiYW® is available ONLINE 24/7. You can use your home or work computer, as well as your tablet and even your smartphone.

Q: Do I need audio speakers for the IEiYW® courses?A: NO. The program is designed to NOT require audio.

Q: If I need to stop in the middle of a course, can I pick up where I left off?A: Absolutely. The system keeps track of your progress and indicates where you left off.

Q: What is the passing score for each course? If necessary, can I retake the exams?A: You must earn a 75% or higher on each course exam. YES! You may retake exams as many times as you need; only the highest score will be counted.


IEiYW®: FAQsIEiYW®: FAQs

Q: Why is investor education important?A: Average Americans score less than 55% on basic financial literacy tests.A: Many individuals find financial jargon intimidating.A: 67% feel they don’t know enough to make sound financial decisions.A: 70% want more information about budgeting, investing, and retirement.

Q: Why should I participate in IEiYW®?A: Increase your knowledge on the use of investments, saving, decreasing debt, etc.

- Greater financial knowledge leads to improved financial decisions/behaviorA: Enhance your understanding of benefits like 401(k) plans, retirement saving plans, and more.

- Invest in yourself by making smarter decisions for your futureA: Understand investments as a wealth-building opportunity.

- Learn more about how to make your money work for youA: IEiYW® is a WIN-WIN-WIN.

- Members interact with better-trained professionals who are more likely to meet their needs- You learn how to prepare for your financial future while gaining useful knowledge to use on

the job- Your organization gains better-equipped employees, which leads to happier members and

happier employees

Www.educatedinvestor.com Investor Education in Your Workplace®

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