Advisors Can Get Financial Wellness CE Credit Online
401(k) advisors and other industry professionals looking to offer financial wellness education can now enroll in an online course that will help them better guide clients and participants toward successful outcomes. It also allows them to earn continuing education towards other designations.
In an announcement today, Financial Finesse introduced its new continuing education course called “Creating an Effective Financial Wellness Program.”
The four-hour comprehensive course is available on FiduciaryEducation.com.
It was designed to lend “employers and retirement plan consultants guidance for planning and implementing a holistic financial wellness benefit focused on providing employees with life-changing guidance around all aspects of their finances,” Financial Finesse noted in its announcement, by focusing “heavily around helping employers reduce financial stress in their workforce, improve employees’ retirement preparedness and fulfill their responsibilities as retirement plan fiduciaries.”
Financial Finesse has been creating wellness programming for employers for nearly two decades. Liz Davidson, founder and CEO, said the CE course is meant to share “‘a peek behind the curtain’ to reveal the inner workings of actual award-winning financial wellness programs” that sponsors, HR, benefits and financial professionals can then apply.
According to the announcement, its wellness model has proven valuable to employees in myriad ways. For instance:
- 89 percent of employees who use Financial Finesse’s financial wellness programs reported taking at least one major step to improve their finances following their first engagement with their financial wellness benefit, with reducing debt, cutting expenses and saving more for retirement among the five most common steps.
- Repeat participants in programs in place for three years or longer are twice as likely to be on track for retirement (43 percent) than new participants (19 percent) and are half as likely (14 percent) to suffer from unmanageable financial stress vs. new users (27 percent).
The CE credits are approved for designations offered by the HR Certification Institute (HRCI), Society of Human Resources Management Professional Development Credits (SHRM-PDC), CERTIFIED FINANCIAL PLANNERS (CFP), and eligible for both Continuing Professional Education (CPE) and Certified Employee Benefits Specialists (CEBS) self-reported CE credit.
Jessica Claeys is an editor, writer, and graphic designer, who has been creating both print and digital marketing and communications content for 10+ years.
Jessa Claeys is a licensed insurance producer in the state of Colorado and an insurance editor for Bankrate. She currently covers auto, home and life insurance with the goal of helping others secure a healthy financial future. Jessa has over a decade of experience writing, editing and leading teams of content creators. Her work has been published by several insurance, personal finance and investment-focused publications, including BiggerPockets, 401(k) Specialist, BP Wealth and more.
