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DFI Financial Education Portal

Financial Education Resources For Employers

For EmployersResearch suggests that employees who are worried about their finances are less productive on the job.

Consider offering financial education outreach and materials to your employees.

Below you will find tips on how to provide financial education to your employees as well as resources to help you get started.

Tips For Employers

  • Offer Financial Education As Part Of New Employee Orientation
    During new employee orientation include financial education materials and resources. For example, include information about saving for retirement, buying a home, and investing.
  • Have Experts Come Speak To Your Employees
    There are a number of great organizations across Washington who would be willing to come speak to your employees about money management, retirement, etc.

    See our listing of local financial education programs to find an organization near you.
  • Post Links To Financial Education Materials On Your Intranet
    Throughout this Web site you will find a large number of resources. Have you Webmaster link to resources on your employee intranet.

    See our resource library for a list of resources.
  • Encourage Employees To Attend Workshops
    There are a number of financial education workshops in our local communities. Encourage your employees to attend.

    See our class & event calendar for upcoming classes and workshops.
  • Take Advantage Of Free Publications. Create A Library.
    DFI and many other organizations provide free publications on a variety of financial topics. Consider creating an internal library of information.

    See DFI's free publications.

Resources For Your Employees

There are many free financial education resources that you can provide to your employees. Below are some to help get you started.

For more resources, visit our financial education resource directory.

Credit

Electronic Transfer Accounts

Homeownership & Mortgages

Investing

Retirement

Taxes

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Looking For A Speaker?

Find A Local Financial Education SpeakerBrowse our local financial education programs. There are number of organizations who provide speakers.


Helpful Links For Employers


Free Publications

Investor BooksDFI has a number of free financial education publications.
View publications.

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