Why HR Should Bring Financial Literacy to the Workplace

This one-hour CE course is designed to provide a greater understanding of any responsibility and corresponding liability that employers may face regarding financial education in the workplace, especially relative to the ERISA Act and the Government Accountability Office. Additionally, the course will include an overview of what training for employees should include, along with specific course content.
 
Learning Objectives: 

• Describe the financial problems, issues and concerns employees face and any responsibility and corresponding liability that employers may face regarding financial education and proper management of company-sponsored retirement plans.
• Create updates on current developments in the areas of financial education, including rules, regulations, lawsuits and other information important to employers.
• Design employee training with a step-by-step process for fulfilling an employer’s expectation to provide financial wellness classes/information for employees.

CLM Application Credit: 1.00 hour(s) of Organizational Development.

CLM Functional Specialist Credit: 1.00 hour(s) of Financial Management. 

CLM Recertification Credit: 1.00 hour(s) of Financial Management.