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.
Funds come from settlement actions by state's Department of Financial Institutions.
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.
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.