The InCharge Education Foundation COPE™ Scale
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Financial Education in the Workplace: Results of a Research Study
As financial education becomes more popular with employers, they need to know if they are reaching the employees who need the information and if the education is effective.
A study was conducted at a chemical production company to investigate the effectiveness of workplace financial education. Since participating in the workshops, most workers reported that they make better financial decisions, have increased confidence when making investment decisions, changed their investment strategy by appropriately diversifying or being more aggressive in their investment choices, and have an improved financial situation.
Most workshop participants took positive actions to improve their financial well being. Workers were interested in attending more workshops on a variety of topics.


