Flexible Solutions for Your Financial Education Goals
Whether you want to create a new online-only education program, extend an in-person program with online tools, or offer online financial literacy education to the local community, MoneyEdu makes it easy for your credit union to meet a wide range of financial education goals.
Launching a new financial education program couldn't be easier - simply click "Manage Access Codes" and then complete a short form. That's it. In less than one minute, you can create a new program that tracks registrations, course usage, and generates professional Excel and PDF reports. Turn off access codes at any time to prevent new registrations while allowing previously registered members continued access.
How you choose to implement MoneyEdu is completely up to your credit union and you can change strategies at any time. Not sure where to start? Use our Implementation Checklist to help you create a program based on the needs of your credit union. There's never an extra charge for access codes, so use as many as needed to meet your education and outreach goals.
Member ServicesMember financial education can be tied to a number of financial needs and integrated at a variety of touch points with your members.
- Enhance Your Website - A link to your branded MoneyEdu service can be integrated into the public and/or members' only areas of your website.
- Extend In-Person Presentations with Online Resources - Distribute a flier with one of your MoneyEdu access codes to offer an interactive follow-up on subjects covered in person. Customize a course to match the topics covered.
- "Take One" Displays in Each Branch - Spread the word about your new program as members come into each branch. Fliers can be distributed to drive-through customers as well.
- Loan Benefits for Education - For first-time borrowers in particular, offering reduced interest rates or other loan benefits in exchange for completing an online course can be a great way to encourage engagement with financial education. Different access codes can be set up for each branch or even for each loan officer.
- Set Up a MoneyEdu Learning Station in Each Branch - For members without access to computers at home, or who prefer to start a financial coaching session with an online course, a computer can be set up in each branch for MoneyEdu access.
MoneyEdu can be used in a variety of ways to promote financial education in your community. Focus on a specific life event or offer a general resource for self-directed learning. Some examples could include:
- Higher Education Institutions - Colleges and universities are continually seeking financial education resources that engage today's students. Provide access codes to local schools and associate them with either the Paying for College or Financial Basics courses. Generations Federal Credit Union educates over 30,000 students per year by providing branded financial education to the Alamo Community College System.
- High Schools - Help families navigate the financial aid process by providing a Paying for College course as a supplement to financial aid night presentations. Provide other courses to teachers for use as homework.
- Workplace Financial Education - Help employers build a culture of financial responsibility by offering them MoneyEdu, including a dedicated administrative control panel, for use with their employees. MoneyEdu can be a complete employee financial wellness program or it can extend existing efforts on specific topics - retirement planning, managing risks, plus more.
- Nonprofit Support - Organizations that focus on housing, workforce training, adult education, and veteran support could all use help in reaching their financial education goals with MoneyEdu.