A collection of the best in financial education—all in one place.
Make a meaningful impact in your employees’ lives with BalanceTrack
BALANCE Monthly Webinars
Our “live” virtual seminars offer employees an interactive presentation by a BALANCE Certified Counselor. Two online sessions are conducted every month, each focusing on a diverse topic such as student loans, managing debt, understanding credit and more.
Monthly Financial Resources
We constantly monitor today’s personal finance environment to provide you and your employees the most current information available. Each month you’ll receive timely information to share with your employees. It’s great content for an internal newsletter or company intranet.
Digital Communications Library
We’ll help you spread the word to your employees about the many benefits of financial wellness. With our library of digital media tools, you’ll have access to flyers, posters, email and other shareable PDFs to promote your financial wellness program.
Co-brand and Custom Options
Choose from a co-branded microsite with your logo and contact info. To fully leverage your brand, choose a custom option with expanded branding opportunities.
BalanceTrack eLearning for Employees
Featuring 19 self-guided financial education modules with usage and tracking reports.
✓ High-Cost Financial Services
✓ The Psychology of Spending
✓ Drive Away Happy
✓ Credit Matters
✓ The World of Credit Reports
✓ Money Management
✓ Checking Account Management
Planning for Success
✓ Smart Tax Planning
✓ Financial Planning
✓ Ten Steps to Financial Success
✓ The Basics of Investing
✓ Using Home Equity
✓ The Road to Homeownership
✓ Rebuilding After a Financial Crisis
✓ Financial First Aid
✓ Identity Theft
✓ Repaying Student Loans
✓ Finances for College Students
✓ Teens and Money