The resources below from both FSR member companies and the CFPB highlight effective programs and materials for workplace financial education.

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Ameriprise can deliver the comprehensive solution employers need. Learn more about the Ameriprise financial wellness program


To promote financial fitness among their employees, Assurant launched a multi-year financial education “Savings Matters” campaign in 2015. To encourage retirement adequacy and saving for the future, the company currently offers a per-pay-period match of up to six percent for employees’ pre-tax 401(k) contributions. Employees may participate...

Bank of Hawaii

Workplace • Bank of Hawaii’s SmartMoney Mondays is a TV segment that airs every Monday on local TV news broadcast. Bank of Hawaii SmartMoney Seminar facilitators are interviewed about a range of topics to include tips to the public about savings, credit, fraud, insurance, investment and much more. • As a part of Bank of […]


Financial education is part of the overall Associate Well-Being Program, which focuses on the following five components: Career, Community, Financial, Physical, and Social • Associate Banking is a program specifically designed to make BB&T associates successful. A dedicated team works with associates to provide appropriate financial products,...

BBVA Compass

BBVA Compass has partnered with EverFi @ Work to provide its employees with an online platform that helps empower adults with the skills necessary to successfully manage their finances and plan for a prosperous future. The 90-minute, computer-based program includes eight learning modules that cover topics from savings and investments to identity...