We help financial institutions design and implement objective, measurable, and regulatory-compliant financial literacy programs for citizens and employees. The service includes strategy development and educational content creation, program implementation, impact measurement, and reporting, with a clear separation of education from promotional activities.
We adapt the content, implementation method, and complexity of the program to the target groups and the organizational and regulatory context of the client. In doing so, we assist financial institutions in meeting their obligations under Article 321 of the Credit Institutions Act, Article 55, Paragraph 8 of the Insurance Act, and the relevant provisions of regulations on mandatory and voluntary pension funds and pension insurance companies.
We provide comprehensive support in the planning, preparation, and implementation of financial literacy activities.
We develop a strategic framework that defines the goals, target groups, topics, responsibilities, dynamics of activities, and the method of monitoring the implementation of the financial literacy program.
We develop connected, yet content-tailored programs for employees, clients, and citizens, in accordance with their roles, needs, and level of prior knowledge.
We prepare and implement programs for private and public sector organizations, adapting the content to the target group, the purpose of the education, and the organizational context.
