Financial Literacy
with a focus on Soft Skills
Our Financial Success System uniquely blends essential soft skills with traditional financial knowledge, offering a comprehensive approach to understanding and managing money to achieve lasting success.
When it comes to managing money, which side of the brain do your participants use?
Historically, financial literacy programs have focused their attention on hard skills such as paychecks, budgeting and banking at the expense of soft skills like self-efficacy, self-control and self-management.
Research shows that only 15% – 20% of financial planning success is determined by what is known or hard skills.
The Financial Success System integrates financial
soft skills with financial hard skills and consists of two series:
Financial Soft Skills Series
Financial Soft Skills Series is a twelve-part series on the soft skills, or emotional intelligence skills, related to successful financial goal setting.
Financial Hard Skills Series
An eight-part program, combining financial soft skills with financial hard skills. Knowledge gained in the Soft Skills series will be applied in this program.
Here’s how the Financial Success System works:
The process is the same for both Hard Skills and Soft Skills Series
1. Assess
Pre-assessment results are electronically scored and all results are presented and explained to the user. Users gain an understanding of where they are and where they need to go.
2. Build
Based on the pre-assessment results the system automatically assigns relevant, self-directed instruction with interactive and engaging video content. Results are automatically saved.
3. Measure Growth
Post-assessment results are then presented and explained to the user. All data from pre-assessment, skill building and post-assessments are collected and saved by our learning management system, documenting growth and providing program accountability.
Users can earn a separate Conover Credential™ upon successful completion of both the Soft Skills and Hard Skills Series.
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The Financial Success System is recognized by the National Soft Skills Association as a program of excellence.