As a non-profit organization, the Foundation for Financial Wellness promotes financial wellness through a behavior-based curriculum that utilizes a national network of certified instructors to deliver financial wellness courses objectively in a non-solicitous manner. We provide employees with the knowledge to help them better understand company benefits, budgeting, and essential financial management.
Our courses include:
Fundamentals Wellness 101 & 102
Debt-Free for Life Investment Education
Retire With Confidence
Maximizing Your 401(k)
Tax Strategies
Estate Planning
College Education Planning
Preparing for Transition - and more.
We continually update our curriculum, bringing new topics to our library of classes. Additionally, we work closely with organizations to develop customized curriculum that is current and relevant for employees.
All FFW-certified instructors are independent practitioners with a minimum of five years of experience in investments, insurance, tax planning, and/or law. Each instructor has completed our specialized training in financial wellness and has passed mastery-level exams to ensure competency in current financial planning. FFW instructors have annual continuing education requirements and undergo extensive background checks to verify professional conduct and ethics.
Unclaimed
