www.educatedinvestor.com the financial fitness challenge

www.educatedinvestor.com

The Financial Fitness Challenge


What is the Financial Fitness Challenge (FFC)?Your personal financial heath is as important to

your and your family’s well-being as your physical health!

That’s why we are starting the 2013 Financial Fitness Challenge!

Our company has teamed up with other top organizations to provide YOU with an award-winning financial education program designed to help you become financially fit!

Welcome to the Financial Fitness Challenge!Welcome to the Financial Fitness Challenge!


What is the Financial Fitness Challenge (FFC)?The Financial Fitness Challenge is a simple, fun and exciting way to help you take control of your personal finances.

It is an online Financial Education Program designed to help you become more informed about personal finances and retirement – and it’s FREE and confidential.

You invest 1 hour a week for 5 weeks and in return you and your family gain knowledge that will help you in your financial decisions..



What is the Cost? What is the Benefit to Me!“Our company has been awarded a $25,000 scholarship to provide financial education to our employees”.

So this spring we are providing up to 500 people (employees, family members, etc.) the opportunity to participate in the Financial Fitness challenge – this is a $50 value per person – FREE!

This is a FREE benefit to you that can help you, learn more about personal financial decisions and improve your financial well-being!



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

FFC: The ChallengeFFC: The Challenge

We will provide you with:•A personal user name and login•Award-winning curriculum and technology•Unbiased and independent content•Convenient, simple, and engaging user experience•Available online 24/7•Pre- and post-testing will track improvements•Weekly progress updates via automated emails from [email protected]


One hour per week for 5 weeks. Available online 24/7.

Topics include:

1. Saving and Investing

2. Investing Basics

3. Investment Strategies

4. Retirement Planning

5. Mutual Funds

FFC: Coursework


7

Program Timeline

Simple Four-Step Process

April – June 2013

FFC: Program OverviewFFC: Program Overview


Initial Quiz & SurveyApril 2013

Online Course WorkApril – June 2013

Final Quiz & SurveyJune 2013

• Quick quiz on financial knowledge

• Short survey on financial behavior

• Goal is to complete one course per week

• Average time of 0.5 to 1.5 hours per course

• Individuals must pass every course with a 75%+ to earn certificate.

• Pre- and post-tests and surveys

• Quick quiz on financial knowledge

• Short survey on financial behavior

FFC: Timeline Details


FFC: Proven Results. Expect Success!FFC: Proven Results. Expect Success!

Financial Education at Work

Improvement Improvement in Knowledgein Knowledge

Participation Participation RatesRates

Want to Want to Learn MoreLearn More

3030%%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 Financial StressFinancial Stress

Up to

improvements in behaviors70%


“This has been a great experience and the feedback that I have received has been very

positive... I think the job you guys do is am

azing and I'm proud to have been part of

this Challenge.”Rich H

unt, Director of Retirem

ent Services, M

ajor League Baseball

FFC: Proven Results. Expect Success!FFC: Proven Results. Expect Success!

Other companies are already getting results!

“This has been a great experience and

the feedback that I have received has

been very positive.... The job you guys

do is amazing and I'm proud to have

been part of this program.”

Rich Hunt, Director of Retirement Services, Major League Baseball


FFC: Your Dashboard


FFC: Your User Experience

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FFC: Program Completion Certificate

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FFC: We’re Competing, Too!

Our recognition level will be based on the percentage of participating employees that complete the program.


FFC: FAQsFFC: FAQs

Q: How much will I have to pay to participate?A: NOTHING! FFC is available at no cost to you thanks to your employer, program partners and sponsors. The program is valued at over $50 per participant.

Q: When do I complete the FFC program?A: FFC 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 speakers for the FFC 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.


FFC: FAQsFFC: FAQsQ: Why is financial education important?A: Average Americans score less than 55% on basic financial literacy testsA: Many individuals find financial jargon intimidatingA: 67% feel they don’t know enough to make sound financial decisionsA: 70% want more information about budgeting, investing, and retirement

Q: Why should I participate in FFC?A: Increase your financial knowledge to make better decisions about money, saving, decreasing debt, investing and retirement, and much more.

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

- Invest in yourself by making smarter decisions for your futureA: Learn more about how to make your money work for you!A: FFC is a WIN-WIN-WIN

- 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 employees and workplaceQ: How and when can I access the FFC program?A: You can access the program 24/7 using any browser on computers, tablet devices and smart phones.

www.educatedinvestor.com the financial fitness challenge

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