Financial Literacy Strategies

If you want to help create a financially intelligent workplace, your first step is to figure out a strategy for getting there. We don’t use the word strategy lightly. If you really want to change the culture, you know that sponsoring a one-time training course or handing out an instruction book isn’t going to do it. You will need a plan and the time to implement it. You will need resources and support from others in your department and from higher-ups in the company. We’ll outline three approaches—ones that aren’t mutually exclusive—that we have seen work.


The following tools and techniques hardly constitute an exhaustive list, but they are all approaches that you can implement ...

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