Guidance from Certified Financial Planner® Professionals

Each employees' plan breaks down into easy-to-follow steps that meet your workforce’s needs and goals.

For employers, LearnLux Certified Financial Planner® professionals are an extension of your benefits team. LearnLux Planners are on call to field tough financial questions at any time, with extra support for new hire onboarding, open enrollment, equity events, and more. They handle every financial and benefits topic for your team — especially those you don’t have time to address, or can’t due to compliance.

‍

We follow fiduciary standards, meaning we always act in employees’ best interest and never sell products or data.

‍

LearnLux Certified Financial Planner® professionals are:

• Accredited with the highest certification in financial planning
• Employed directly by LearnLux
• Available to answer one-off questions and create full financial plans
• Judgment-free
  

💡 LearnLux Planners help employees reach their financial goals without pushing products or making referral commissions.