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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: August 27, 2023
4 Reviews (20 ratings)


Member's Profile
Mr. Eppy did a great job of providing ideas for employee courses. However, I felt like he pushed his company too strongly. I would have preferred the class be more neutral in terms of it's content.

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.

Member's Profile
This course provided helpful information on the important topics to cover when helping employees become financially literate.

Anonymous Author
great course

Course Complexity: Foundational

No Advanced Preparation or Prerequisites are needed for this course. 

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: 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 .
Instructor for this course
Course Syllabus
  Introduction To The Return On Investment For Employee Financial Literacy7:23
  Employee Workshops8:04
  Employee Workshop Continued8:45
  How Do You Educate The Employees To Everything That Is Needed Outside Of Benefits?9:33
  Challenges and Designing a Worshop7:29
  The First Worshop Should Be All About How Money Works During Accumulation and Distribution Phases6:39
  Strategy Meeting, Planning Meetings, and Creating a Detailed Timeline6:04
  The Return On Investment For Employee Financial Literacy53:55
  Slides: The Return On Investment For Employee Financial LiteracyPDF
  The Return On Investment For Employee Financial Literacy Glossary/IndexPDF
  Review Questions quiz
 Final Examexam