Instructor for this course

Employee turnover can be caused by poor work performance due to distractions like financial pressures.  Most people go to work today with the mindset, “I must go to work to pay my bills.”  If a company’s employees have good financial skills, relationship skills, and communication skills, they can remain more focused, loyal, and productive at work. Outside pressure of any type can implode in the work environment. Employers can help employees to realize that being equipped to deal with whatever life throws at them, they will be able to achieve their personal and financial goals in life.

In this course, we discuss both the benefits and value of having financially-literate employers and employees. The areas of financial education include retirement, family protection, income protection, asset protection, and a basic understanding of how money and investing work in the real world. We speak to various methods for achieving this goal and explain step-by-step how to implement these methods for instant business results.

Learning Objectives

  • Explore the benefits of having financially literate employees
  • Identify ways to educate your employees
  • Discover new methods that will help your employees to become financially literate
  • Recognize the need for financial workshops to educate your employees
Last updated/reviewed: June 17, 2021

2 Reviews (12 ratings)Reviews

Member's Profile
Very true stuff. It's amazing how uninformed fellow employees are of these basic life skills and knowledge! People (even HR) comes to me for advice.
Anonymous Author
great course


Course Complexity: Foundational

No Advanced Preparation or Prerequisites are needed for this course. 

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  7:23Introduction To The Return On Investment For Employee Financial Literacy
  8:04Employee Workshops
  8:45Employee Workshop Continued
  9:33How Do You Educate The Employees To Everything That Is Needed Outside Of Benefits?
  7:29Challenges and Designing a Worshop
  6:39The First Worshop Should Be All About How Money Works During Accumulation and Distribution Phases
  6:04Strategy Meeting, Planning Meetings, and Creating a Detailed Timeline
  53:55The Return On Investment For Employee Financial Literacy
  PDFSlides: The Return On Investment For Employee Financial Literacy
  PDFThe Return On Investment For Employee Financial Literacy Glossary/Index
  quizReview Questions
 examFinal Exam