Financial Finesse Builds CE Course Geared Towards Industry Professionals

The program hopes to guide financial professionals in providing and supporting financial wellness benefits. 

Financial Finesse has created an online continuing education course for human resources (HR) and financial professionals on their Creating an Effective Financial Wellness Program.

The four-to-five-hour continuing education (CE) course, available to retirement industry professionals on, provides support in planning and incorporating holistic financial wellness benefits, according to Financial Finesse. The program, which approves credits for designations including the HR Certification Institute, Society of Human Resources Management Professional Development, and Certified Financial Planners (CFPs), seeks to reduce financial stress in the workforce while assisting in retirement readiness.

The program is released at a time of uncertainty in the financial wellness sphere, including the impending future of the Department of Labor (DOL) fiduciary rule, which the 5th Circuit Court of Appeals has vacated.

Because of this, Financial Finesse points out the need for newly developed, comprehensive programs to augment and certify an employee’s retirement preparedness. According to a PwC survey, 54% of employees would rather make their own financial choices, but prefer to have a professional validate the decision.

More information on the program can be found here.