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A Financial Education Checklist for ’19

Practice Management

The start of a new year is an opportune moment to take stock of the way things are done and consider new approaches. A benefits-related organization offers some ideas of things to consider regarding designing and providing a workplace financial education program.

The International Foundation of Employee Benefits Plans (IFEBP) in its Financial Education Program Checklist focuses on program interest and support, program objectives, content, delivery, logistics, marketing, budget and evaluation.

The IFEBP suggests that one consider a variety of questions when setting up or adjusting a financial education program. These include:

What are the program objectives?

Have you assessed employees’ needs and preferences?

Does senior leadership support you?

Is the content up to date and relevant to employees?

How will you deliver the program?

If the program involves technology, have you considered how employees can access it if they lack technology?

Does the program integrate new knowledge and build on previous knowledge?

Is content provided in an unbiased way?

How often will you offer the program?

When will you offer the program?

How will you encourage employees to participate?

Is there ongoing support for program participants?

Have you allowed sufficient time to meet program objectives?

The entire list is available here.