EMPOWER YOUR TEAM
WITH FINANCIAL EDUCATION
GET RESULTS
MONEY Pro is a turn-key, eight-module curriculum covering the most important financial wellness topics. Each module consists of five distinct lessons, discussion questions, activities, and more.
Fill Financial Literacy Gaps that lead to uncertainty and anxiety
DEVELOP
Improve Employee-Employer Dynamics through clarity and understanding
CONNECT
Empower your team to take control of their financial futures
EMPOWER
Eliminate anxiety and improve your team’s financial confidence
ELEVATE
Dispel common MONEY Myths to provide clarity on compensation
EDUCATE
THE PROBLEM
80% OF EMPLOYEES
Want Access to Financial Planning Resources
BUT ONLY 20% OF EMPLOYERS
Currently Offer These Programs
FURTHERMORE,
Financially Stressed Employees
ARE TWICE AS LIKELY
To Look Elsewhere
PROGRAM OVERVIEW
MONEY Pro is a turn-key, eight-module curriculum covering the most important financial wellness topics. Each module consists of five distinct lessons, discussion questions, activities, and more.
KEY OUTCOMES FOR
EMPLOYERS
✔ Bring greater financial wellness to your staff.
✔ Eliminate money anxiety and improve your team’s financial confidence.
✔ Bridge the gap between perception & reality.
✔ Help leaders navigate challenging conversations around tax, sales, & compensation.
KEY OUTCOMES FOR
EMPLOYEES
DECREASE
MONEY OUT
INCREASE
SAVINGS
IMPROVE
CREDIT
MINIMIZE
DEBT
INCREASE
MONEY IN
+ Employees will increase financial literacy, confidence and experience a greater sense of peace.
WHAT OWNERS ARE SAYING
“I love this program. It’s what I have tried to do with my team, but puts STRUCTURE around money. I love that it’s a benefit. In the old days, benefits were about 401k, health and paid time off. Employees are looking for new benefits. I love it.”
“Everything owners are struggling with on their teams always come back to MONEY. If professionals understand, ‘I can win, I can hit my income goals, I am a part of something bigger,’ we blow some major doors open for the industry.”
“Imagine a shift in the conversation in the breakroom. Instead of complaining, or focusing on their financial stresses, they have a tool to talk about how they are GROWING their finances. It gives me goosebumps.”
Bring MONEY Pro by Qnity to your team.
WHAT’S INCLUDED
MONEY Login Credentials for entire team
Access to the full MONEY Pro Curriculum (8 Modules, 40 lessons complete with 9Grid™ Recaps)
8 9Grid™ recaps with talking points for owners on critical financial topics related to employees (64 questions)
Program Overview and Resource Guide
Dedicated Client Support
Emails for tips on how to best integrate this within your business