IEiYW program sponsored by Investor Protection Institute and carried out by state securities agencies and the NCUF.
NCUF-backed program expanding from Pennsylvania, North Carolina and Wisconsin.
What better way to get a gauge on how deft members are with their financial planning and investment goals than to test the employees at their credit unions.
Nearly three years after employees at Wisconsin’s credit unions started participating in an investor education project, the latest update revealed an improvement in financial behavior.
Starting this April, employees at Vermont credit unions will have access to a new program that offers free investor education.
While the nation’s attention still remains focused on the Wisconsin union-legislative fight, the state’s credit unions have been quietly helping member businesses and employees cope with the economic fallout through literacy efforts being promoted this week.
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.
As if it weren't enough that some baby boomers are adjusting to not being able to retire when they would like to, many of them are now dealing with con artists targeting them for all kinds of fraudulent schemes.
Now that it has some tangible evidence from a nearly year-old project that provided training to credit union employees on investment education, the Wisconsin Credit Union League is gearing up to reach the poor and underserved.
With more than 7.3 million Americans over the age of 65 admitting they have been financially swindled, state securities regulators are teaming up on a number of fronts to stop con artists in their tracks.