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Vermont CUs, Regulator Create Investment Education Program

Starting this April, employees at Vermont credit unions will have access to a new program that offers free investor education.

The Investor Education in Your Workplace program comes from the Association of Vermont Credit Unions and the Vermont Department of Banking, Insurance, Securities and Health Care Administration.

Employees will be able to complete a 10-hour financial and investment education program that aims to assist them in being better prepared to answer member questions about investing. Topics will range from investing in taxes to retirement planning and savings.

Up to 250 employees at Vermont credit unions can participate in the program, which will run from April to July.  

More than 200 companies in Wisconsin, Pennsylvania and North Carolina participated in a pilot of the program, according to the AVCU and Vermont’s financial regulator. The program is sponsored and underwritten by the Investor Protection Trust.

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