Employers can play a key role in providing financial knowledge and financial literacy education to one of their most, if not the most, important assets - their people. Good companies provide wellness programs, training and ongoing education for their people. Savingandinvesting.com can work with a company to provide a program focused on financial wellbeing. As with all of our efforts, these programs would centre on education and fundamental principles, and can be tailor-made to reflect the specifics of an industry and to mesh well with a company’s existing employee benefit programs.

For further information, please contact: wellness@savingandinvesting.com

References are available on request.


Selectively we also provide staff training for firms in the financial services industry. Specific areas of focus include, CFA and CAIA preparation, investments, stock markets, bond markets, mutual funds, hedge funds and fund of funds.

For more information please contact: financials@savingandinvesting.com

 

 

 

 

 
     

 

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