Workplace Financial Literacy

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Presentation transcript:

Workplace Financial Literacy Mack Rogers Executive Director November 2017

Thinking about financial workplace literacy ABC Life Literacy Canada: Workplace Literacy Thinking about financial workplace literacy A 30-second history of workplace literacy ABC’s history The framework for thinking about workplace financial literacy. Mack Rogers, Executive Director

Why should employers invest in financial literacy? ABC Life Literacy Canada: Workplace Literacy ABC Life Literacy Canada: Workplace Literacy Why should employers invest in financial literacy? Stress reduction (and the benefits) Employee retention and engagement Employee benefits Potential obstacles How to engage employers The 5 Fundamentals: (PACFC) Mack Rogers, Executive Director

How to activate financial wellness programs (from the research) ABC Life Literacy Canada: Workplace Literacy ABC Life Literacy Canada: Workplace Literacy The Canadian Best Practices (FCAC Working Group on Workplace Financial Literacy) How to activate financial wellness programs (from the research) Champions Assess employee needs and wants Establish objectives and prioritize Develop a plan (curriculum and architecture) Measure and evaluate The power of awareness & attitude Mack Rogers, Executive Director