Every day, employees show up to work carrying financial questions they never talk about.
They have questions about debt, saving, investing, and their retirement benefit programs. They want to feel more confident about money decisions but do not always know where to start. And most of the time, nobody at work is helping them figure it out.
And it is exactly why we created FinIQ Edu.
What Is FinIQ Edu?
FinIQ Edu is a new workplace financial education vertical from HerFinIQ, built to deliver impactful financial literacy and benefit education programs directly to organizations.
In the beginning, HerFinIQ was created to make financial topics easy to understand and useful for women in real life. But over time, something kept coming up. Corporations, nonprofits, and communities were asking for the same quality of education for their co-ed teams, not just for women.
So we built it.
FinIQ Edu is designed for all employees, men and women, across all levels of financial knowledge. It is co-ed, workplace-focused, and built on the same values that have always driven HerFinIQ. Simple language. Real-life skills. Zero jargon. Zero selling.
Why We Created It
Employees have questions about managing debt, saving, investing, retirement planning, and their workplace benefits, but most people do not know where to find reliable answers. The finance jargon is scary to many, and most people were never taught these things in school. And the workplace is often the first place they encounter these decisions without any guidance, support, or a safe space to ask questions.
Companies are beginning to realize that when employees feel confident about money, everything improves. Focus goes up. Stress goes down. Benefit contributions grow.
FinIQ Edu was created to bridge that gap by delivering customized financial & benefit education programs directly into the workplace in a way that is practical, clear, and genuinely useful for every employee.
What FinIQ Edu Offers
FinIQ Edu delivers impactful financial literacy & benefit education through customized programs built for corporations, nonprofits, and communities. The goal is to strengthen money management skills, boost benefit participation, and support economic independence for every employee in the room.
Programs cover topics like:
- How to manage monthly income and expenses
- Basics of personal finance and investing
- Understanding retirement benefits and planning ahead
- Managing credit scores and debt wisely
- Setting and working toward future financial goals
Every session is built for people at all levels, so whether someone is just starting out or looking to go deeper, they will leave with real knowledge they can apply right away.
Meet the Founder: Jessica Perrone, AFC®
Some people talk about financial change. Jessica Perrone built it.
Jessica brings 16 years of Wall Street experience and 6 years of building and leading HerFinIQ to every program, workshop, and session she delivers. That depth of experience is what makes FinIQ Edu different. It is not a theory. It is real-world financial knowledge shaped by years inside the industry and years of teaching it to real people in a way that actually sticks.
Jessica saw firsthand how financial confusion held people back, not because they lacked intelligence, but because no one had ever taught them how money & investing really works. That realization became the spark behind HerFinIQ, a platform built to help women build confidence, master investing, and achieve lasting financial freedom.
Over time, HR leaders and organizations started reaching out. They wanted to offer their employees something meaningful, something that would genuinely strengthen their teams financially and support stronger benefit participation. That is when Jessica built FinIQ Edu as a dedicated workplace vertical, bringing the same proven approach into professional settings for all employees.
Her work has impacted 25+ organizations and touched over 2,000 participants, contributing to over $1 million in cumulative growth. She has been featured in Yahoo Finance, Fox 5, and MindBodyGreen, and has delivered regular workshops to NASDAQ employees. Across every stage, every organization, and every audience, the message is the same.
Financial confidence starts with clear, simple education.
Jessica holds the AFC® (Accredited Financial Counsellor) designation and leads FinIQ Edu workshops, coaching sessions, and speaking engagements that change the way employees think about and act on their money.
“We are building brighter financial futures through money and investing education,” – Jessica Perrone
How FinIQ Edu Connects with the HerFinIQ Mission
As corporations, nonprofits, and communities began asking for co-ed financial education programs for their full teams, it became clear that the best way to honor both missions was to keep them separate but connected. HerFinIQ continues to focus on women’s financial education. FinIQ Edu brings that same quality into workplaces for co-ed audiences, meaning programs designed for both men and women across all professional settings.
Both are built on a similar belief:
- Keep financial education simple
- Teach real-life money management skills
- Build confidence in every financial decision.
- Boost benefit participation through clear and practical learning
- Avoid confusing language
- Focus on learning, not selling
- Support economic independence and wealth building for every participant
Why Workplace Financial Education Matters More Than Ever
Employees today carry more financial responsibility than any generation before them. They are expected to make smart decisions about retirement, savings, and investing, yet most people were never taught any of it in school.
When employees feel unsure about money, it affects everything. Their focus, their confidence, their wellbeing, and their sense of security both at work and at home.
Workplace financial education changes that. It helps employees:
- Strengthen their money management skills
- Feel less stressed and more in control of their finances
- Boost benefit participation by understanding what is available to them
- Make smarter decisions about saving, investing, and planning ahead
- Support their own economic independence and long-term financial security
This is why customized financial education programs are fast becoming one of the most valued additions to any employee wellness offering.
Employee Benefit Workshops
One of the most meaningful things a company can offer its people is a program that genuinely strengthens their financial lives.
FinIQ Edu’s employee benefit workshops deliver financial wellness programs and workshops built for corporations, nonprofits, and communities. These are not generic seminars. They are practical, engaging sessions built around the real financial questions employees are already asking.
Through live workshops, online sessions, and small group learning experiences, Jessica works with employees at every level to strengthen money management skills, boost benefit participation, and support economic independence. Each session is designed to feel accessible and empowering, so employees leave with clarity and confidence they can act on immediately.
Companies that bring FinIQ Edu workshops to their teams are investing in the financial wellbeing and long-term security of the people who show up for them every day.
The results speak for themselves. Past participants report:
- 93% are likely to use what they learned directly in their everyday lives
- 86% are more likely to work with a financial advisor after attending
- 82% are more likely to contribute more to their IRA and retirement savings
- 76% report improved feelings and confidence about investing
- Workshops are a direct catalyst for an 82% increase in the intent to contribute to retirement savings
Organizations can also get started today with the free Benefit Participation Toolkit, built specifically for HR leaders, financial advisors, and plan sponsors. It is a practical resource to help companies analyze their current programs.
👉Download the Free Toolkit Here
Flexible Programs for Every Organization
No two organizations are the same, and FinIQ Edu programs are built to reflect that. Every program is customized around the needs of the organization and the people inside it, so the education always feels relevant, practical, and useful.
Sessions are available as:
- Live financial education workshops
- Online sessions
- Employee wellness programs
- Benefit and Investing learning sessions
- Conference or event talks
- Small group learning sessions
The focus is always on delivering education that strengthens money management skills, boosts benefit participation, and supports economic independence for every person in the room.
Let’s Move Forward Together
The launch of FinIQ Edu is one of the most exciting steps in the growth of everything we started with HerFinIQ. We want to make financial knowledge simple, practical, and available to every person who needs it.
HerFinIQ will keep championing women’s financial education. FinIQ Edu will deliver impactful co-ed financial literacy programs to workplaces, corporations, nonprofits, and communities everywhere. Together, they represent a commitment that no one should ever feel lost when it comes to their money.
Ready to deliver financial education and boost benefit participation across your team? Explore workplace programs at
finiqedu.com
Start with the free toolkit today.
Download the Benefit Participation Toolkit
Schedule a call to talk about your plan.
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