Financial Literacy Training for Your Organization
Empower your employees, students, or community with adaptive financial education — plus certification exam prep for the licenses your business runs on. Enterprise analytics, compliance reporting, and branded dashboards included.
Financial Stress Costs Organizations Billions
Financially stressed employees are less productive, more likely to leave, and cost employers an estimated $500 billion annually in lost productivity. Students without financial literacy graduate into debt cycles that limit their potential. SupportVest solves this with engaging, adaptive financial education that people actually complete.
Enterprise-Grade Features
Everything you need to deploy, manage, and measure financial literacy training at scale.
Real-Time Analytics Dashboard
Track learner progress, completion rates, and knowledge gains across your entire organization with enterprise-grade reporting.
Training Completion Reporting
Generate audit-ready training completion reports with real learner data — completion rates, accuracy metrics, and certification status for HR and compliance teams.
SSO & Onboarding
Single sign-on via SAML 2.0 (Okta, Azure AD, Google Workspace), configured with your identity provider during onboarding. Roster sync and CSV import handled at kickoff.
Custom Branding
Branded admin dashboard with your organization's logo and colors. Full white-label (custom domain) available as an Enterprise add-on.
Adaptive AI Learning
Each learner gets a personalized path based on their Money Type, knowledge level, and learning pace. No two experiences are alike.
Content Management System
Upload SCORM packages and custom training content alongside SupportVest's 20,000+ question library and certification exam banks.
Certification Exam Prep
Prepare staff for the licenses your business runs on — Series 7, Series 66, CFP, CFA, CPA & FRM. 1,400+ exam-bank questions power 9 full-length mock exams, plus self-paced study, spaced review, weak-area targeting, and readiness scoring.
Get Started in Three Steps
Request a Demo
Fill out the form below and our team will schedule a personalized walkthrough of the platform tailored to your organization.
Start Your Pilot
Get 10 free seats for 30 days. Onboard your team, upload custom content, and see the platform in action with real learners.
Scale & Measure
Roll out to your full organization with volume pricing. Track ROI through our analytics dashboard and compliance reporting.
Built for Every Organization
Employee Financial Wellness
Reduce financial stress, improve productivity, and boost retention with a financial wellness benefit your employees will actually use.
73% of employees report financial stress affects their work performance
Student Financial Literacy Programs
Equip students with essential money skills before they enter the workforce. Gamified learning drives 3x higher engagement than traditional courses.
Only 24% of millennials demonstrate basic financial literacy
Community Financial Empowerment
Scale your financial education programs with adaptive technology. Track outcomes, generate impact reports, and serve more people with fewer resources.
Financial literacy programs reduce loan default rates by up to 34%
License & Credential Training
Get broker-dealer, RIA, and accounting staff exam-ready on Series 7/66, CFP, CFA, CPA & FRM — with full-length mock exams and readiness scoring tracked across your team.
6 exam families · 9 full-length mock exams · readiness scoring
Flexible Enterprise Pricing
High schools, community colleges, and trade schools. Up to 50 users included.
Employee financial wellness programs, HR training tools, and team development.
Financial institutions and large organizations. SAML SSO, API access, custom branding, and a dedicated account manager.
Per-seat pricing available for 51-500 users at $20/user/month. All plans include a free pilot.
A Business-Ready Experience
SupportVest's Professional Mode transforms the interface for workplace and academic settings. Clean design, corporate terminology, and no gamification distractions — just focused financial education.
- Clean, distraction-free interface with corporate color scheme
- Professional terminology (Training Modules, Knowledge Score)
- Formal, competency-based learning objectives
- Branded dashboard with your organization's logo and colors
- Role-based access: Admin, Instructor, Learner
Request a Demo
See how SupportVest can transform financial education in your organization. We'll schedule a personalized walkthrough within 24 hours.
Ready to Empower Your Organization?
Join forward-thinking organizations using SupportVest to build financially literate teams. Start with a free 30-day pilot.