# www.learnlux.com

> Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

## Home

[Financial wellbeing for your workforce - LearnLux](https://www.learnlux.com): Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

## Company

[Company | LearnLux Financial Wellbeing](https://www.learnlux.com/company): We guarantee security, privacy, and a judgment-free place to talk about money. Learn more about the LearnLux mission and promise to help every individual create a trusted financial plan.

## Careers

[Careers | LearnLux Financial Wellbeing](https://www.learnlux.com/careers): Shape the future of financial wellbeing with us. Explore careers at LearnLux today.

## Resources

[Resources | LearnLux Financial Wellbeing](https://www.learnlux.com/resources): Explore our library for financial wellness resources surrounding timely content, employee insights, and the LearnLux program.
[401(k) Loans: Supporting Employee Financial Health with LearnLux](https://www.learnlux.com/resources/401-k-loans-supporting-employee-financial-health-with-learnlux): Taking a 401(k) loan can provide temporary relief for financially stressed employees. However, they bring long-term consequences that hinder employees' financial stability and retirement readiness. Get the guide to learn more.
[Benefits Decision Assistance: How LearnLux guides employees to financial success](https://www.learnlux.com/resources/benefits-decision-assistance-how-learnlux-guides-employees-to-financial-success): Offering financial wellbeing with Benefits Decision Assistance guides each employee to unlock the power of their total rewards and achieve financial success.
[Defining the 6 Pillars of Workplace Wellbeing](https://www.learnlux.com/resources/defining-the-6-pillars-of-workplace-wellbeing): Want to truly support and engage your workforce? Focus on their holistic wellbeing. This guide shares the 6 pillars of employee wellbeing and how top workplaces can address their team's needs.
[Fifth Third Bank Financial Wellbeing with LearnLux Video](https://www.learnlux.com/resources/fifth-third-bank-financial-wellbeing-with-learnlux-video): Fifth Third Bank partnered with LearnLux to deliver a trusted, inclusive financial wellbeing experience to their 20,000-employee workforce.
[Employee Mental Health and Wellness: How Managers Can Be Empowered](https://www.learnlux.com/resources/employee-mental-health-and-wellness-how-managers-can-be-empowered): The From Day One Boston session offers a solution-driven dialogue highlighting both the urgency of the mental health and financial stress crisis and the real steps employers can take to make a difference.
[Financial Wellbeing as a Key Pillar of Employee Health](https://www.learnlux.com/resources/financial-wellbeing-as-a-key-pillar-of-employee-health-video): At the Annual Employee Health Care Conference hosted by The Conference Board in New York City, financial wellbeing took center stage as a critical pillar of employee health.
[Financial Wellbeing for All Income Levels](https://www.learnlux.com/resources/financial-wellbeing-for-all-income-levels): Hear how leading airlines, retail and construction employers leverage financial wellbeing benefits to support hourly workers, executives, and everyone in between.
[Financial Wellbeing for Diverse Workforces](https://www.learnlux.com/resources/financial-wellbeing-for-diverse-workforces-webinar): In this recorded session, you’ll hear strategies from Toast, EBS and LearnLux to elevate your benefits brand with financial wellbeing. We’ll discuss industry trends and empower each employer to supercharge their financial wellbeing offerings ahead of key times like tax season, open enrollment, and more.
[Gallagher and LearnLux Financial Wellbeing Fireside Chat](https://www.learnlux.com/resources/gallagher-and-learnlux-financial-wellbeing-fireside-chat): Learn why traditional workplace financial wellbeing strategies fall short. Hear real-life examples of success and ROI from financial wellbeing experts shaping the future of the space.
[Financial Wellbeing for the Global Workforce](https://www.learnlux.com/resources/financial-wellbeing-for-the-global-workforce): Around the globe, workers of all incomes and asset levels are faced with growing financial challenges. The good news is that global employers are uniquely positioned to support their team’s financial health.
[Global Financial Wellness Calendar](https://www.learnlux.com/resources/global-financial-wellness-calendar): Beyond recognizing the importance of financial health on a global scale, this calendar serves as a strategic roadmap for your communication strategies.
[How SECURE 2.0 Impacts Employee Financial Wellbeing](https://www.learnlux.com/resources/how-secure-2-0-impacts-employee-financial-wellbeing): What do HR and benefits professionals need to know about the SECURE 2.0 act? Explore this guide for a summary of the key provisions and their impacts on employee financial wellbeing in the workplace.
[Helping Employees Navigate Family and Finances](https://www.learnlux.com/resources/helping-employees-navigate-family-and-finances): It’s common for employees to put off long-term decisions when they feel uncertain about the future. Becoming a parent can take months if not years of planning and financial preparation.
[How to Use Wellness Dollars to Fund Your Workplace Financial Wellbeing Program](https://www.learnlux.com/resources/how-to-use-wellness-dollars-to-fund-your-workplace-financial-wellbeing-program): Explore the concept of wellness dollars: funds at your fingertips that can transform your approach to funding your financial wellbeing program.
[How LearnLux Helps Employees Navigate Their Equity](https://www.learnlux.com/resources/how-learnlux-helps-employees-navigate-their-equity): Offering equity is a powerful way to keep employees invested in their work. However, equity (and its tax implications) can be difficult to understand. This leaves employees confused, and at risk of making costly decisions. In this guide, you’ll learn how partnering with a financial wellbeing program can help employees understand their personalized situation.
[LearnLux Financial Wellbeing Program Overview](https://www.learnlux.com/resources/learnlux-financial-wellbeing-program-overview): Interested in financial wellbeing benefits for your workforce? LearnLux is the leading provider that blends digital tools, interactive education and 1:1 guidance from certified financial experts.
[How Messer Construction Co. Increased Engagement By 30x With Their Financial Wellbeing Benefit](https://www.learnlux.com/resources/messer-case-study): Are all workplace financial wellbeing programs created equal? It’s a question that Messer Construction Co. sought to answer as their legacy provider continued to produce subpar results. Then, they chose to partner with LearnLux.
[HR.com and LearnLux State of Employee Financial Wellness 2025 Report](https://www.learnlux.com/resources/hr-com-and-learnlux-state-of-employee-financial-wellness-2025-report): LearnLux and HR.com reveal 2025 data showing debt is the #1 employee stressor — see how financial wellness boosts health, retention & ROI.
[HR.com and LearnLux State of Employee Financial Wellness Report](https://www.learnlux.com/resources/hr-com-and-learnlux-state-of-employee-financial-wellness-report): This report examines the current landscape of employee financial wellness, including common stressors, the prevalence of new programs, and the metrics used to measure success.
[LearnLux 2026 Report: Financial Wellbeing in the Workplace](https://www.learnlux.com/resources/learnlux-report-financial-wellbeing-in-the-workplace): Data-backed trends from 27,000 employees to help you build a better benefits strategy that drives engagement and retention.
[Messer Construction Co. Financial Wellbeing with LearnLux Video](https://www.learnlux.com/resources/messer-construction-co-financial-wellbeing-with-learnlux): Discover how Messer Construction boosted employee engagement with LearnLux, their trusted financial wellbeing benefit.
[New Balance Associates Find Their Financial Footing With LearnLux](https://www.learnlux.com/resources/new-balance-learnlux-case-study): New Balance maintains a significant manufacturing presence in the US and UK, with more than 36% of their workforce in factory/manufacturing positions. This presented a unique challenge to support each associate's financial wellbeing, meeting them where they are with both program communications and trusted guidance. How did their partnership with LearnLux achieve these goals? Explore the case study to learn more.
[Perceptions of Financial Insecurity in America](https://www.learnlux.com/resources/perceptions-of-financial-insecurity-in-america): In this session you will hear the findings of Commonwealth's groundbreaking new report on financial insecurity in America.
[The Benefits Gender Gap: Elevate Your Total Rewards to Empower Women in Your Workforce](https://www.learnlux.com/resources/the-benefits-gender-gap): In recognition of International Women’s Day, workplace benefits leaders from Spring Health, Maven, and LearnLux teamed up for a special event.
[Mental Health and Money](https://www.learnlux.com/resources/the-mental-stress-of-money): Money on your mind? You’re not alone. In the guide that follows, join us for a deep dive into the mental stress of money. You’ll learn more about the effects of the money and stress spiral, then leave with actionable solutions and a clear path forward.
[2026 Financial Wellbeing Calendar](https://www.learnlux.com/resources/workplace-financial-wellbeing-calendar): Check out the 2026 workplace financial wellbeing calendar for all of the key themed months, holidays, dates and more that HR professionals would need to know.
[The Power of Financial Wellbeing Incentive Programs](https://www.learnlux.com/resources/the-power-of-financial-wellbeing-incentive-programs): Employee financial resilience is crucial in today's workplace. How can employers effectively boost engagement in their financial wellbeing programs? Explore The Power of Financial Wellbeing Incentive Programs guide today.
[The Ultimate Guide to Evaluating Financial Wellbeing Solutions](https://www.learnlux.com/resources/the-ultimate-guide-to-evaluating-financial-wellbeing-solutions): Are you ready to transform your workplace and support your employees’ financial health? This guide will equip you with the knowledge and tools you need to evaluate and implement the best financial wellbeing programs for your organization.
[2026 Workplace Financial Wellbeing Buyer's Guide](https://www.learnlux.com/resources/workplace-financial-wellbeing-buyers-guide): Welcome to the seventh edition of the Workplace Financial Wellbeing Buyer’s Guide. Download the buyer's guide for insights from more than a decade of workplace financial wellbeing best practices.

## Our program

[Our Program | LearnLux Financial Wellbeing](https://www.learnlux.com/our-program): LearnLux is an award-winning program that blends access to Certified Financial Planner™ professionals with best-in-class money management tools.‍ Each employee receives a personalized financial plan designed around their unique goals.

## Learnlux member stories

[Financial Wellness Member Stories | LearnLux Financial Wellbeing](https://www.learnlux.com/learnlux-member-stories): Hear from real LearnLux members about the financial wellness outcomes our holistic financial wellbeing program has helped them drive.

## Sub processors

[LearnLux Dot Com 2.0](https://www.learnlux.com/sub-processors): 

## Global reach

[Global Reach | LearnLux Financial Wellbeing](https://www.learnlux.com/global-reach): Financial stress is universal. LearnLux removes barriers to trusted financial guidance for employees worldwide.

## For employers

[For Employers | LearnLux Financial Wellbeing](https://www.learnlux.com/for-employers): Improve financial health. Drive measurable outcomes.

## Financial wellbeing blog

[Blog | LearnLux Financial Wellbeing](https://www.learnlux.com/financial-wellbeing-blog): Insights from LearnLux for HR and benefits leaders, consultants, and employees. Explore the latest in employee financial wellbeing to create a more financially resilient workforce.

## Request a demo

[Request a Demo](https://www.learnlux.com/request-a-demo): We guarantee security, privacy, and a judgment-free place to talk about money. Learn more about the LearnLux mission and promise to help every individual create a trusted financial plan.

## For partnerships

[For Partnerships | LearnLux Financial Wellbeing](https://www.learnlux.com/for-partnerships): Trusted financial wellbeing for your global ecosystem

## For consultants

[For Consultants | LearnLux Financial Wellbeing](https://www.learnlux.com/for-consultants): Global financial wellbeing that delivers trusted guidance and proven ROI

## Post

[25+ Ways to Recognize Employee Wellness Month this June](https://www.learnlux.com/post/25-ways-to-recognize-employee-wellness-month-this-june): Recognizing National Employee Wellness Month presents an excellent opportunity for employers to acknowledge the importance of financial wellness as a key pillar of holistic health.
[Five employee benefits pharmaceutical companies should consider](https://www.learnlux.com/post/5-benefits-pharmaceutical-companies-should-consider): For leading pharmaceutical companies, superior employee benefits are nothing new. Here are the emerging employee benefits you'll see being offered this year -- most importantly, financial wellbeing.
[Webinar: Helping employees navigate financial planning](https://www.learnlux.com/post/carrot-learnlux-financial-wellbeing-family-planning-webinar-recording): Carrot Fertility and LearnLux teamed up to discuss how family planning can take months if not years of financial preparation. Learn how employers can help with this recap and recording.
[Adrienne Davis Awarded LearnLux CFP® Opportunity Scholarship](https://www.learnlux.com/post/adrienne-davis-awarded-learnlux-cfp-opportunity-scholarship): Announcing the winner of the 2022 LearnLux CFP® Opportunity Scholarship, Adrienne Davis. This scholarship program aims to empower all underrepresented individuals who aspire to earn their Certified Financial Planner™ certification.
[Employee financial wellbeing survey questions to ask your workforce](https://www.learnlux.com/post/employee-financial-wellbeing-survey-questions-to-ask-your-workforce): A clear understanding of your workforce is the fastest route to designing a financial wellbeing program that lands.
[The 6 key pillars of employee wellbeing programs](https://www.learnlux.com/post/defining-the-6-key-pillars-of-employee-wellbeing-programs): Discover the 6 key pillars of employee wellbeing programs to boost productivity, enhance engagement, and support holistic health in your workforce.
[What is the difference between financial coaching and financial planning for employees?](https://www.learnlux.com/post/financial-coaching-vs-financial-planning-for-employees): When evaluating workplace financial wellbeing programs, knowing the difference between financial coaching and financial planning is important.
[Financial wellbeing across the full workforce lifecycle](https://www.learnlux.com/post/financial-wellbeing-across-the-full-workforce-lifecycle): Financial wellbeing across the workforce lifecycle is the practice of meeting employees where they are at every life stage, from a first paycheck through retirement and legacy planning.
[Fiduciary financial planning for employees](https://www.learnlux.com/post/fiduciary-financial-planning-for-employees): Trust is everything when it comes to financial guidance for employees. Here's what employers need to know about fiduciary financial planning.
[How does financial wellbeing help address the gender wealth gap?](https://www.learnlux.com/post/financial-wellbeing-benefits-help-address-global-gender-wealth-gap-wtw-learnlux): In their recent Global Gender Wealth Equity Report, WTW analyzes both quantitative and qualitative aspects of gender wealth equity, with deep dives into 39 countries. Explore insights from the report, along with strategies surrounding employee financial wellness.
[Financial wellness insights from HR.com and LearnLux](https://www.learnlux.com/post/financial-wellness-insights-from-hr-com-and-learnlux): In the new HR.com and LearnLux State of Employee Wellness report, experts provide insights into different methods to determine the sources of financial stress, ways to offer financial wellness initiatives that suit the needs of employees, and ways to track the success of these initiatives.
[Financial Wellness Month: January Workplace Resources](https://www.learnlux.com/post/financial-wellness-month-january): Workplaces are leveraging January's official theme, "Financial Wellness Month," to champion the cause of employee financial health.
[What is the difference between financial wellness and financial wellbeing?](https://www.learnlux.com/post/financial-wellness-vs-financial-wellbeing): Financial wellness and financial wellbeing describe the same workplace benefit. Here's why wellbeing is the global standard and what each term signals.
[LearnLux and Gallagher's financial wellbeing fireside chat](https://www.learnlux.com/post/3-takeaways-learnlux-and-gallagher-financial-wellbeing-fireside-chat): In partnership with HR.com's INSPIRE conference, LearnLux and Gallagher hosted a financial wellbeing fireside chat. Here are 3 key takeaways from the session on how to aid your employees with financial wellness.
[Five Essential Employee Benefits Every Biotech Company Should Offer](https://www.learnlux.com/post/five-essential-employee-benefits-every-biotech-company-should-offer): To win the talent race, cutting edge biotech companies are starting to offer offering increasingly generous benefits to attract the best workers and keep them loyal. Here are the top benefits every biotech company should consider to stay competitive -- including financial wellbeing.
[How does financial wellbeing help employees navigate the cost of living crisis?](https://www.learnlux.com/post/helping-employees-navigate-the-cost-of-living-crisis): The Cost of Living Crisis has become a global concern when it comes to employee financial wellness. Employees are dealing with financial pressures that make saving, budgeting, and investing increasingly challenging. How can employers support their teams? Read on.
[Explore key dates on the global financial wellness calendar for 2026](https://www.learnlux.com/post/global-financial-wellness-calendar): Use this Global Financial Wellness Calendar created for HR and Benefits teams to know key dates, holidays and themed months for your workplace wellbeing strategy.
[Celebrating five years of LearnLux CFP® Opportunity Scholarship alumni. Where are they now?](https://www.learnlux.com/post/five-years-of-impact-learnlux-cfp-opportunity-scholarship): To celebrate five years of the LearnLux CFP® Opportunity Scholarship program, hear from previous recipients to see where they are today and how the funds supported them on their personal and professional journeys.
[How 401(k) loans impact employee financial wellbeing](https://www.learnlux.com/post/how-401k-loans-negatively-impact-employee-financial-wellbeing): While 401(k) loans can provide temporary relief, they bring long-term consequences that hinder employees' financial stability, retirement readiness, and overall sense of financial wellness.
[What does a holistic financial wellbeing program include?](https://www.learnlux.com/post/holistic-financial-wellbeing-program): A holistic financial wellbeing program pairs 1:1 guidance from a CFP® professional with personalized tools across every stage of an employee's life.
[How are leading employers solving for workplace financial stress?](https://www.learnlux.com/post/how-leading-employers-are-solving-for-workplace-financial-stress): Financial stress costs employers in productivity, retention, and engagement. Here is what the employers solving it are doing differently, and what you can take from their approach.
[How to recognize National Wellness Month in the workplace this August](https://www.learnlux.com/post/how-to-recognize-national-wellness-month-in-the-workplace-this-august): National Wellness Month is in August. Here are four simple yet impactful ways to celebrate at your workplace (and drive positive outcomes, too).
[LearnLux CFP® Exam Opportunity 2024 Scholarship Awarded](https://www.learnlux.com/post/learnlux-cfp-exam-opportunity-2024-scholarship-winners-stephanie-jasmine): LearnLux, the leading provider of workplace financial wellbeing, is proud to announce the 2024 CFP® Opportunity Scholarship winners, Stephanie Higgins and Jasmine Smalls. Citing overwhelming demand, the scholarship has doubled its funding for the year and has awarded two exceptional recipients.
[I'm a CFP® professional, and this is why I chose to work at LearnLux](https://www.learnlux.com/post/learnlux-cfp-mamie-wheaton-interview): LearnLux CEO Rebecca Liebman sat down with Mamie Wheaton, CFPⓇ to talk about her career so far, why she chose LearnLux, the financial wellness advice she'd give her 16-year-old self, and the most unusual thing on her desk right now.
[Last-minute tax tips from LearnLux Certified Financial Planner® professionals](https://www.learnlux.com/post/members-last-minute-tax-tips-from-learnlux-planners): If you haven't filed your taxes already, now is the time to get started. We sat down with LearnLux Certified Financial Planner™ professionals to share some pro-tips to help along the way.
[LearnLux financial wellbeing: Holistic guidance on any topic & every life stage](https://www.learnlux.com/post/learnlux-financial-wellbeing-holistic-guidance-on-any-topic-every-life-stage): LearnLux helps teams make confident financial choices, reduce stress, and get the most from their pay and benefits, no matter where they are in the world. Here are just some of the ways that LearnLux can support employees.
[National 401(k) Day Highlights Retirement Readiness and Financial Wellness](https://www.learnlux.com/post/national-401-k-day-highlights-retirement-readiness-and-financial-wellness): National 401(k) Day can serve as a reminder of the significance of retirement savings and encourage individuals to take steps towards financial wellness.
[How to address the employee savings gap](https://www.learnlux.com/post/navigating-the-employee-savings-gap): More than 44% of employees would need to borrow money if faced with an unexpected $1,000 expense. Read on for tips on how to address the employee savings gap and help your employees become financially well.
[The business case for reducing 401(k) loans](https://www.learnlux.com/post/the-business-case-for-reducing-401k-loans): Reducing 401(k) loans is a strategic move that benefits employers and employees alike. Learn about the business case to do so, including the financial wellness outcomes  reductions in loans can drive for your employees.
[Supporting employee financial wellness for January's Poverty Awareness Month](https://www.learnlux.com/post/supporting-employee-financial-wellness-for-januarys-poverty-awareness-month): January is National Poverty in America Awareness Month, a time to shed light on the financial wellness challenges that many individuals face.
[What does benefits data say about employee financial stress?](https://www.learnlux.com/post/what-does-benefits-data-say-about-employee-financial-stress): Hardship withdrawals, HSA usage, and benefit utilization by tier reveal financial stress. Here is how to read the data and act on it.
[The Impacts of Inflation on Employee Financial Wellbeing](https://www.learnlux.com/post/the-impacts-of-inflation-on-employee-financial-wellbeing): 44 percent of full-time employees report that inflation has caused major or severe impacts on their financial situation over the past year. Learn about how to address these issues and help your employees with their financial wellness.
[The rise of financial wellbeing programs in the workplace](https://www.learnlux.com/post/the-rise-of-financial-wellbeing-programs-in-the-workplace): Why workplace financial wellbeing is rising on the benefits agenda, what strong programs include, and the outcomes employers see, backed by LearnLux data.
[The ultimate guide to workplace financial wellbeing programs](https://www.learnlux.com/post/the-ultimate-guide-to-workplace-financial-wellbeing-programs): Welcome to the Financial Wellbeing Buyer's Guide. Read-on for insights from more than a decade of workplace financial wellbeing program best practices.
[Wahidah Aziz Awarded LearnLux CFP® Opportunity Scholarship](https://www.learnlux.com/post/wahidah-aziz-awarded-learnlux-cfp-opportunity-scholarship): Announcing the winner of the 2023 LearnLux CFP® Opportunity Scholarship, Wahidah Aziz. This scholarship program aims to empower all underrepresented individuals who aspire to earn their Certified Financial Planner™ certification.
[What is a fiduciary financial wellbeing program?](https://www.learnlux.com/post/what-is-a-fiduciary-financial-wellbeing-program): A fiduciary financial wellbeing program means employees get 1:1 guidance from CFP® professionals who never sell products, earn commissions, or manage assets. Here's what to look for.
[What is a financial wellbeing platform?](https://www.learnlux.com/post/what-is-a-financial-wellbeing-platform): A financial wellbeing platform combines 1:1 CFP® guidance plus planning tools and education into one benefit.
[What is benefits equity in financial wellbeing?](https://www.learnlux.com/post/what-is-benefits-equity-in-financial-wellbeing): Equitable financial wellbeing programs deliver value to every employee. Here is how fiduciary 1:1 guidance and multi-channel access close the gap.
[What is global financial wellbeing?](https://www.learnlux.com/post/what-is-global-financial-wellbeing): Global financial wellbeing is the practice of providing a workplace financial wellbeing program that delivers consistent personal financial planning to employees in every country where the employer operates.
[When are your 3 paycheck months and how to make that money work for you [Video]](https://www.learnlux.com/post/when-are-your-3-paycheck-months-and-how-to-make-that-money-work-for-you-video): When are your three paycheck months? Here's how to budget and make this extra money feel like a bonus.
[When is the best time to run a financial wellbeing RFP?](https://www.learnlux.com/post/when-is-the-best-time-to-run-a-financial-wellbeing-rfp): A financial wellbeing RFP can run any time of year. Unlike health or retirement plans, financial wellbeing programs do not have to align with a January 1 plan year.
[What is workplace financial stress?](https://www.learnlux.com/post/what-is-workplace-financial-stress): This post defines workplace financial stress, walks through what causes it, and explains how it affects employees and the organizations that employ them.
[Why is employee financial stress a business risk?](https://www.learnlux.com/post/why-is-employee-financial-stress-a-business-risk): Employee financial stress is a business risk because it cuts directly into productivity, retention, healthcare spend, absenteeism, and employer brand.
[Why financial wellbeing is a global priority for multinational employers](https://www.learnlux.com/post/why-financial-wellbeing-is-a-global-priority-for-multinational-employers): The Global Findex shows financial resilience stalled at 56%. Here's what this means for multinational employers and how to close the gap with fiduciary CFP® guidance.
[The step-by-step guide to writing a financial wellbeing RFP](https://www.learnlux.com/post/writing-a-financial-wellbeing-rfp-guide): Step-by-step guide for HR and benefits teams on writing a financial wellbeing RFP, with evaluation criteria, fiduciary standards, and scoring.
[How can workplaces recognize Financial Literacy Month?](https://www.learnlux.com/post/workplace-financial-literacy-month-guide): By recognizing Financial Literacy Month, workplaces can help their employees become more financially confident and make better decisions with their money.
[What is employee financial wellbeing?](https://www.learnlux.com/post/what-is-employee-financial-wellbeing): Employee financial wellbeing is the confidence to take action on money decisions, supported by 1:1 guidance from a Certified Financial Planner® professional and personalized digital tools.
[Celebrating the 2025 LearnLux CFP® Exam Opportunity Scholarship winners](https://www.learnlux.com/post/learnlux-cfp-exam-opportunity-scholarship-2025-winners): Two exceptional recipients have been awarded scholarships in 2025 through the LearnLux initiative to advance diversity in the financial planning profession and the broader financial wellbeing industry.
[Top 20 questions to include in a financial wellbeing RFP](https://www.learnlux.com/post/top-20-questions-to-include-in-a-financial-wellbeing-rfp): Include these 20 questions to cover program scope, 1:1 guidance from Certified Financial Planner® professionals, fiduciary standards, global workforce coverage, engagement and outcomes, and implementation and pricing.

## Reports calendars guides

[Reports, Calendars & Guides](https://www.learnlux.com/reports-calendars-guides): Explore our library for financial wellness resources surrounding timely content, employee insights, and the LearnLux program.

## Feature

[Guidance from Certified Financial Planner® Professionals | LearnLux Features](https://www.learnlux.com/feature/learnlux-planners): LearnLux provides each employee with a financial plan, powered by fiduciary guidance from our in-house team of Certified Financial Planner® professionals.
[Our Program | LearnLux Financial Wellbeing](https://www.learnlux.com/feature/benefits): LearnLux is an award-winning program that blends access to Certified Financial Planner™ professionals with best-in-class money management tools.‍ Each employee receives a personalized financial plan designed around their unique goals.
[Our Program | LearnLux Financial Wellbeing](https://www.learnlux.com/feature/interactive-content): LearnLux is an award-winning program that blends access to Certified Financial Planner™ professionals with best-in-class money management tools.‍ Each employee receives a personalized financial plan designed around their unique goals.
[Digital Planning | LearnLux Features](https://www.learnlux.com/feature/digital-planning): Financial checkup, cashflow calculators, retirement readiness models, and more help each employee make the most of their financial plan. Discover opportunities to save, invest, pay down debt, and map the path to a bright financial future.

## Cookie policy

[Cookie Policy](https://www.learnlux.com/cookie-policy): Shape the future of financial wellbeing with us. Explore careers at LearnLux today.

## Resource topics

[Financial Wellbeing | LearnLux Resources](https://www.learnlux.com/resource-topics/financial-wellbeing): Explore LearnLux's library financial wellbeing resources to support your workplace financial wellbeing strategy: Financial Wellbeing
[LearnLux Program | LearnLux Resources](https://www.learnlux.com/resource-topics/learnlux-program): Explore LearnLux's library financial wellbeing resources to support your workplace financial wellbeing strategy: LearnLux Program
[Timely Content | LearnLux Resources](https://www.learnlux.com/resource-topics/timely-content): Explore LearnLux's library financial wellbeing resources to support your workplace financial wellbeing strategy: Timely Content
[LearnLux Program | LearnLux Resources](https://www.learnlux.com/resource-topics/case-studies): Explore LearnLux's library financial wellbeing resources to support your workplace financial wellbeing strategy: LearnLux Program
[Employee Insights | LearnLux Resources](https://www.learnlux.com/resource-topics/employee-insights): Explore LearnLux's library financial wellbeing resources to support your workplace financial wellbeing strategy: Employee Insights

## Resource types

[Calendars | LearnLux Financial Wellbeing](https://www.learnlux.com/resource-types/calendars): Explore LearnLux's Calendar resources to support your workplace financial wellbeing strategy.
[Reports | LearnLux Financial Wellbeing](https://www.learnlux.com/resource-types/reports): Explore LearnLux's Report resources to support your workplace financial wellbeing strategy.
[Videos | LearnLux Financial Wellbeing](https://www.learnlux.com/resource-types/video): Explore LearnLux's Video resources to support your workplace financial wellbeing strategy.
[Guides | LearnLux Financial Wellbeing](https://www.learnlux.com/resource-types/guides): Explore LearnLux's Guide resources to support your workplace financial wellbeing strategy.

## Member testimonials

[Tiki's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/a-pillar-of-financial-wellness-tikis-learnlux-financial-wellness-story): With a background in economics, Tiki has always been comfortable with finance and learning new things. With LearnLux, Tiki enhances her financial wellness by deepening her knowledge on topics from how to manage estate planning, to will updates, to communicating with friends and family.
[Rebecca's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/achieving-financial-stability-rebeccas-learnlux-financial-wellness-story): Rebecca shares her appreciation for LearnLux, the financial wellbeing program offered at her workplace. Through LearnLux, Rebecca's been able to stay on track with savings and financial stability via various lessons and webinars.
[Allie's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/allies-financial-wellness-story): Meet Allie, who entered adulthood without the financial lessons she needed. LearnLux helped her understand budgeting, benefits, and long term planning in a way school never did.
[Caitlynn's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/caitlynns-financial-wellness-story): Meet Caitlynn, a LearnLux member navigating major life decisions like buying a home, building credit, and managing debt. With medical debt related to her disability and student loans from pursuing higher education, she needed tools that made financial planning feel less overwhelming and more empowering.
[Alaunah's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/a-foundation-of-financial-wellness-alaunahs-learnlux-financial-wellness-story): Alaunah moved to North Carolina alone at 18 with her child, navigating life without guidance. Discovering LearnLux's financial wellbeing resources, she learned about insurance, HSAs, and financial literacy, which helped her build a solid foundation and improve her quality of life.
[Cali's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/calis-financial-wellness-story): Meet Cali, a LearnLux member who grew up without access to financial education. As an adult navigating homeownership, debt, and major decisions, Cali needed practical and actionable guidance.
[Aadesh's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/aadeshs-financial-wellness-story): Meet Aadesh, who had access to financial tools like an HSA but did not know how to use them to his advantage. With guidance from a LearnLux financial planner, he learned how to invest his HSA, diversify his portfolio, and build a clearer plan for his future.
[Camille's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/camilles-financial-wellness-story): As a mom of two from a low-income background, Camille struggled to manage her finances. Through the LearnLux financial wellbeing program, she's now building financial stability, creating budgets, and saving for her family’s future.
[Jacob's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/creating-a-budget-jacobs-financial-wellness-story): Jacob had been struggling to balance his income with his expenses, especially as his bills increased due to his wife’s reduced work hours during her pregnancy. By canceling unused subscriptions and reducing entertainment costs, Jacob cuts his spending, ultimately improving his family's financial stability.
[Celeste's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/creating-a-financial-plan-celestes-learnlux-financial-wellness-story): Celeste shares how LearnLux's financial wellbeing program helped her navigate the shift from a dual to single income after separating from her partner. By using budgeting tools and meeting with a financial planner, she learned to let go of control, save wisely, and find financial freedom and joy.
[Damian's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/damians-financial-wellness-story): Meet Damian, an operations analyst who wanted to feel more confident and in control of his financial life. Even with a solid foundation, he needed clarity around budgeting, long-term planning, and how to turn good intentions into real progress.
[Douglas' Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/douglas-financial-wellness-story): Meet Douglas, a LearnLux member focused on preparing for retirement with confidence. At 61, he turned to LearnLux for clear, accessible guidance on the financial decisions that matter most.
[James' Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/financial-confidence-james-financial-wellness-story): With personalized guidance, James achieved his investment goals by his birthday and now has a strong financial foundation, complete with a balanced savings plan and a clear understanding of options like HSAs, Roth IRAs, and ETFs for a more secure future.
[Emmanuel's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/emmanuels-financial-wellness-story): Meet Emmanuel, a LearnLux member who began taking a serious look at his finances and retirement outlook in his early thirties. Unsure where to begin, he created a basic plan based on online research, but soon discovered that having expert guidance and structured tools made a significant difference.
[Nathan's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/financial-family-planning-nathans-financial-wellness-story): As Nathan's family grows, he shares his appreciation for LearnLux's financial guidance.
[Haley's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/haleys-financial-wellness-story): Meet Haley, a LearnLux member who considered herself strong with money management but had always relied on mental math and intuition rather than structured tools. When she discovered the LearnLux budgeting tool, she finally had a clear picture of her finances mapped out in one place.
[Brogan's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/brogans-financial-wellness-story): Meet Brogan, a LearnLux member and single mom of two who was struggling to support her family while juggling bills, budgeting, and long term financial planning.
[Stephanie's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/holistic-financial-planning-stephanies-financial-wellness-story): After remarrying, Stephanie wanted to improve her overall financial health. By partnering with the LearnLux financial wellbeing program, she now feels confident with a clear financial plan for the future.
[Joe's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/joes-financial-wellness-story): Meet Joe, a supervisor who excels at numbers on the job but felt overwhelmed when applying those same skills to his personal finances.
[Kayla's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/kaylas-financial-wellness-story): Growing up with limited financial guidance, Kayla felt weighed down by debt and uncertain about managing money. Today, Kayla has paid off two student loans, lowered her credit utilization, and is now contributing towards an emergency fund and HSA.
[Amy's story | LearnLux](https://www.learnlux.com/member-testimonials/amys-story): "Now budgeting is a lot easier because we don't have those big item expenses."
[Kristin's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/kristins-financial-wellness-story): Meet Kristin, a LearnLux member who always knew that estate planning was important but, like many people, kept putting it off.
[Olive's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/olives-financial-wellness-story): Meet Olive, a LearnLux member who spent years feeling frustrated and discouraged when it came to saving money. She often set goals that were too high to reach, transferred money into savings only to pull it right back out, and never felt clear about how much she should be setting aside.
[Shadyah's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/retirement-investing-and-saving-shadyahs-learnlux-financial-wellness-story): LearnLux has transformed Shadyah's financial wellness journey, providing guidance on investing, 401(k)s, and home buying. To her, LearnLux feels like having a personal advisor, empowering her to make informed decisions, set up her 401(k), and confidently plan her financial future.
[Sharrica's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/paying-off-student-loans-sharricas-financial-wellness-story): Sharrica expedites her debt payoff timeline by more than four months with the help of LearnLux tools and guidance.
[Sarah J's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/sarah-js-financial-wellness-story): Meet Sarah, a LearnLux member who always believed that homeownership was out of reach. When she discovered LearnLux, she finally found the structure, education, and step by step guidance she needed to turn a long standing dream into a practical, achievable plan.
[Sarah V's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/sarah-v-financial-wellness-story): Meet Sarah, a LearnLux member who discovered how much clarity and control a structured budgeting tool can bring to family finances.
[Sophia's Financial Wellness Story, Continued | LearnLux](https://www.learnlux.com/member-testimonials/sophias-financial-wellness-story-continued): Sophia began using LearnLux three years ago, and has since achieved some amazing outcomes.
[Sophia's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/taking-control-of-personal-finances-sophias-learnlux-financial-wellness-story): Sophia used LearnLux to boost her overall financial wellness and bridge knowledge gaps from her upbringing, where money wasn't discussed. She learned to take control, invest, and plan for her financial future.
[Toska's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/toskas-financial-wellness-story): Meet Toska, a LearnLux member who turned to the program during a period of major life changes. Facing credit card debt and the need to refocus on her financial wellbeing, she began using LearnLux as a guide toward greater stability and long-term confidence.
[Chelsea's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/chelseas-financial-wellness-story): Meet Chelsea, a LearnLux member who grew up feeling the weight of financial stress, and is now determined to give her daughter a healthier, more confident relationship with money.
[CaNiesha's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/canieshas-financial-wellness-story): Meet CaNiesha, a LearnLux member and single mom of two who is focused on building stability for her family while also planning for her own future.
[Jeanine's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/jeanines-financial-wellness-story): Meet Jeanine, a LearnLux member who used to feel intimidated by the idea of financial planning. Like many people, she worried that sharing her finances would lead to judgment or embarrassment.
[Samantha's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/samanthas-financial-wellness-story): Meet Samantha, a LearnLux member who understood the basics of money management but felt unsure when it came to more complex benefits, tax advantages, and long term planning.
[Reeva's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/taking-financial-responsibility-reevas-learnlux-financial-wellness-story): Reeva shares her LearnLux journey to financial wellness, where she transformed her habits from minimal 401(k) contributions and credit card debt to saving for her future, paying off debt, and achieving her retirement goals. With the help of LearnLux's educational tools, Reeva's financial life became less stressful.
[Shaina's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/shainas-financial-wellness-story): Meet Shaina, a LearnLux member who once felt overwhelmed by budgeting, planning, and managing her day-to-day finances. With clear, judgment-free guidance, she was able to build confidence, take meaningful action, and make real progress toward her financial goals.
[Dana's Financial Wellness Story | LearnLux](https://www.learnlux.com/member-testimonials/danas-financial-wellness-story): Meet Dana, a LearnLux member who turned to the program after experiencing a major change in household income. Although not in financial crisis, Dana knew it was time to get a clearer picture of her finances and build greater confidence in managing her day to day expenses.