Creating Financially Savvy Employees
The Investor Education in Your Workplace program is being rolled out in North Carolina, with an initial quiz and survey set for March 28.
Coursework and a final quiz and survey are scheduled for July 1.
Backers point out that in Wisconsin the program increased participants’ investment knowledge by more than 41%. In Pennsylvania the average increase topped 38%.
They cite a Securities Industry Association survey indicating 70% of Americans want more basic information about budgeting, retirement and investing, and 84% want the financial industry and their employer to do more to educate them.