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
Ongoing (Spring 2025) — Pilot phase underway with active data collection.
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.
