Partners
Poole College of Management at NC State University
Overview
ICMM has partnered with the Poole College of Management at NC State University to design, deliver, and evaluate a workplace financial education program for employees across North Carolina, beginning with an initial program for NCSU employees. The project examines how employer-based financial education can improve employee wellbeing, decision-making, and confidence.
Project Status
The program launched in summer 2025 and engaged approximately 250 participants between May and December. Program effectiveness was assessed through voluntary pre- and post-program surveys, which measured changes in participants’ financial knowledge, behaviors, and attitudes. The year-end report documented improvements in financial literacy knowledge, greater comfort in making financial decisions, and better understanding of investments and associated fees.
ICMM’s Role
ICMM funds the project and supports rigorous survey design and evaluation to ensure that lessons learned can inform broader employer-driven financial education initiatives.
Goals / Objectives
- Develop an engaging financial education curriculum tailored for NC employees.
- Measure changes in financial knowledge, confidence, and behaviors.
- Test scalable delivery models for employer-based financial education.
- Provide actionable insights for employers seeking to support workforce financial wellbeing.
Methods
Through a series of in-person financial education sessions, employees gain exposure to key concepts in budgeting, saving, credit, and investing. Pre- and post-program surveys capture changes in knowledge and confidence, while follow-up data explores long-term behavior changes.
Expected Impact
- Increased financial literacy and confidence among participating employees.
- Improved financial behaviors such as budgeting, debt repayment, and savings.
- Evidence-based recommendations for employers to integrate financial wellbeing programs into workplace culture.
