Online Education

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Why is Online Education valuable?


PFEEF uses online modules that provide unbiased instruction in personal finance, investment, and retirement fundamentals. They focus on topics such as learning how to budget and save;  interest – how to have it work for you rather than against you;  as well as understanding how to begin early to plan for retirement.

Each module is short and includes quizzes and exams. The modules track individual employee progress, suggest relevant course work, providing an in-depth and motivating learning experience.

Industry leaders such as Ameritrade, Morningstar, Intuit, and New York Life rely on these sources to provide accurate, reliable, unbiased, engaging and easy-to-use material for their employees through web and software applications.

What is taught through Online Education?


The on-line education courses focus on three main tracks: (1) Personal finance, (2) Savings and investments, and (3) Retirement fundamentals. More specific topics include:

  • Budgeting
  • Emergency Funds
  • Financial Action Plans
  • Investment Goals
  • Retirement Planning
  • Understanding Balance Sheets
  • Debt Management
  • Identity Theft
  • Retirement Planning