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Holistic Financial Wellness
for K-12 Staff & Students

Beginning in 2025, every Wisconsin high school student must complete a semester-long personal finance course to graduate — a vital step that places significant demands on school districts, particularly those in rural and tribal communities.

ELEVATE Wisconsin® delivers independent, high-impact financial education to empower all K-12 staff and students to build strong financial futures.

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Empowering
All K-12 Schools

Roughly 80% of Wisconsin school districts are in rural or tribal areas.

ELEVATE Wisconsin is committed to serving all K-12 schools, including rural and tribal communities.

Learning plan icon * FREE online financial education for all K-12 staff and all high school students
Webinars icon Turnkey programs designed to meet the needs of rural / tribal communities

The Need for Financial Wellness in Wisconsin

Financial literacy icon
0%
Lack basic financial literacy
Paycheck icon
0%
Live paycheck-to-paycheck
Worry icon
0%
Worry about retirement
No savings icon
0%
No retirement savings

Why ELEVATE Wisconsin®?

ELEVATE Wisconsin is an award-winning financial wellness program that provides interactive, effective, unbiased online instruction in personal finance and investing fundamentals.

ELEVATE vs Others comparison table

Public-Private Collaboration

DFI Governor's Council EDVEST 529 ETF Asset Builders Ho-Chunk Nation Oneida Nation Forest County Potawatomi Lac Vieux Desert Band Kohler High School Loyal School District SecureFutures UW-Madison Wisconsin Credit Union League Jump$tart Coalition WEA Member Benefits Milwaukee Public Schools
Wisconsin Bankers Association Woodland Financial Partners Native Governance Center iGrad Enrich

Award-Winning Enrich Financial Wellness
Program for K-12 Staff

Fitness score icon Financial Stress Score and Your Money Personality
Learning plan icon Personalized Learning Plan
Platform access icon Ongoing Access to Enrich Financial Wellness Platform
Courses icon 100's Of Courses, Videos, Calculators and Tools
Webinars icon Timely Webinars and Live Events
Enrich platform on tablet and phone
Financial Fitness Academy badge

Meets and Exceeds State Standards
for Semester Long Personal Finance Course

10x
more topics
than any other financial curriculum or provider

Turn-key online course:

  • Financial mindset
  • Education and employment
  • Money management
  • Saving and investing
  • Credit and debt
  • Risk management and insurance

Robust virtual library:

  • Over 500 interactive tutorials
  • Complements your existing curriculum
  • Content for rural communities
  • Content for tribal youth
  • Create personalized learning paths
  • Self-study options
SecureFutures Money Path®

Empowering Students to Plan for their Future

Powerful financial planning tool to help students to make informed and personalized decisions when evaluating possible academic or career paths.

Award Winning badge
Money Path interface screenshot

Financial Investment Challenge Bowl

A fun, informative, and exciting interactive educational game designed to help promote financial literacy and awareness among high school students.

Using a quiz show format, the Finance Investment Challenge Bowl tests students' knowledge about personal finance, economics and current events.

Any high school participating in the ELEVATE Wisconsin program can form teams to join one of the existing 14 regional tournaments OR contact Asset Builders of America to discuss forming a new tournament location.

Students with award certificates

Financial Coaching and Counseling

Our team of Certified Personal Finance Counselors provides 1-on-1 coaching sessions for staff and students to help navigate financial uncertainties and empower behavior change.

We make it easy to get answers - via phone, email, or live chat.

Financial coaching session

Support The Initiative

Join us today by becoming a program sponsor by helping ELEVATE Wisconsin expand to serve all K-12 staff and students.

Advisory Group

Meet the leaders, educators, and financial experts guiding ELEVATE Wisconsin's mission across the state.

Program Satisfaction Hub
Program Satisfaction Hub Infographic

Educator Voices

Hear directly from teachers who have experienced the transformative power of ELEVATE Wisconsin

Student Learning Impact

Average Pre-Test Score

61%

Baseline Knowledge

Average Post-Test Score

91%

After Training

Average Improvement

+53%

Knowledge Gain

Performance by Topic

Course TopicPre-TestPassing Score% Change

Student Voices

Advisory Board

22

Community Leaders

School Districts

9

Active Participation

Teacher Graduates

22

Cohort 1 — 100% Success Rate

Community Outreach

8,000+

Students & Staff Engaged

Estimated Teacher Participation

Teacher Graduates22
Projected Student Reach: 2,200 (100 students / teacher)

Estimated District Participation

School Districts9
Projected Staff Reach: 6,694

Total Projected Reach

8,894
Students & Staff Combined
From Teachers:2,200
From Districts:6,694

Teacher Success Rate

100%
Graduation Rate

Content Depth Advantage

10x
More Topics

District Participation

Advisory Board Leadership

Employee Financial Wellness · Launched January 2026

Financial Wellness for Employees

Empower your workforce with free, comprehensive financial education. ELEVATE Wisconsin partners with state agencies, colleges, and local governments to improve employee financial confidence and reduce financial stress — at less than $1.20 per person, per month.

462
Employees Registered on the Platform
80
Courses Completed
90%
Avg. Retirement Knowledge Gain
FREE
For All Employees & Families

The Problem We're Solving

Financial stress costs employers and employees alike. Here's what the data shows:

50%
Of employees feel anxious about their finances
67%
Lack basic financial literacy knowledge
64%
Live paycheck to paycheck
125K
K-12 employees in Wisconsin alone

Real Results Since January 2026

Live platform data from the Enrich Financial Wellness platform — demonstrating measurable knowledge gains across critical financial topics

🏦

Planning for Retirement — +90% Knowledge Gain

Pre-test 65.7% → Post-test 88.6% · 7 employees completed · Addresses the #1 financial worry

💵

Understanding Your Paycheck & W2 — +80% Knowledge Gain

Pre-test 60% → Post-test 100% · Foundational knowledge every employee needs

💳

Mastering Credit & Your Score — +67% Knowledge Gain

Pre-test 60% → Post-test 100% · Critical for long-term financial health

🎓

Understanding 529 Plans — +66% Knowledge Gain

Pre-test 62.5% → Post-test 100% · Helping families save for education

📋

Creating a Budget — +54% Knowledge Gain

Pre-test 73.2% → Post-test 96.4% · Most popular course — 28 completions

🏛️

WRS Retirement Benefits — 39 Completions

Most completed course · Helping WI employees understand their state retirement system

462
Registered
132
Started Courses
80
Finished Courses
156
Articles Read
57
Videos Watched
423
Profiles Updated

A Powerful FREE Benefit for Your Workforce

ELEVATE Wisconsin is an award-winning online program designed to help employees assess, evaluate, and improve their financial wellness. Powered by the Enrich platform, employees gain access to hundreds of interactive courses, tutorials, videos, calculators, and tools — all personalized to their financial goals.

As a bonus, employees may invite their spouses and family members to participate, completely free of charge. The platform takes just 15 minutes per tutorial, making learning easy and flexible around busy schedules.

The Financial Wellness Champion program was kicked off in January 2026, with 12 active champions now serving 9 organizations and reaching over 6,700 employees statewide. Each champion receives a complete marketing and communications toolkit to drive engagement within their organization.

ELEVATE Wisconsin Enrich platform dashboard

Who Is This For?

ELEVATE Wisconsin serves employees across Wisconsin's public sector and beyond

🏛️
State Agency Employees
Wisconsin state government employees across all departments and agencies
🎓
Community Colleges
Faculty and staff at Wisconsin's technical and community college system
🏫
University of Wisconsin System
Employees across all UW System campuses statewide
🏘️
Local & County Governments
Municipal, county, and local government employees throughout Wisconsin

What Employees Get

📊
Financial Fitness Score
Personalized assessment measuring financial aptitude, behavior, and confidence
📚
200+ Courses & Videos
Interactive tutorials covering budgeting, retirement, credit, taxes, insurance and more
🧮
Calculators & Tools
Powerful financial calculators for loans, savings, retirement planning and budgeting
🎯
Personalized Learning
Smart recommendations based on your financial interests, needs and goals
👨‍👩‍👧
Family Access
Invite spouses and family members to participate at no extra cost
📱
Any Device, Anytime
Access the platform from any device — desktop, tablet, or mobile — 24/7
SecureFutures Money Path interface

For Organizational Leaders

Each participating organization receives a dedicated Financial Wellness Champion with a comprehensive marketing and communications toolkit

📧

Employee Communications Guide

Pre-written launch emails, ongoing engagement emails, sponsor memos, and leadership communications ready to customize and send

📱

Social Media Guide

Monthly social media graphics, campaign messages, digital signage assets, and suggested copy for internal channels

📢

Program Promotion Guide

Flyer templates, posters, newsletter copy, and promotional materials designed to boost awareness and enrollment

📊

Progress Dashboard

Exportable reports on employee participation, engagement metrics, financial fitness scores, and learning outcomes

🤝

Dedicated Support

1-on-1 strategy calls, onboarding, and ongoing support from the ELEVATE Wisconsin team to maximize engagement

🎯

Turnkey Launch

Everything you need to launch in your organization — from email blast campaigns to leadership buy-in materials — all provided at no cost

Current Participating Organizations

Altoona
238 Staff
Crandon
123 Staff
La Crosse
888 Staff
Loyal
74 Staff
Nekoosa
159 Staff
Stevens Point (SPAPSD)
975 Staff
Verona Area
869 Staff
Racine Unified
2,700 Staff
Wisconsin Rapids
668 Staff

Ready to Invest in Your Team's Financial Future?

ELEVATE Wisconsin is offered free of charge. Get started today and give your employees the financial confidence they deserve.

Get Involved
K-12 Financial Literacy · Aligned with Act 60 & NextGen Standards

K-12 Initiative

Equipping K-12 staff and high school students with the financial knowledge they need to thrive — aligned with Wisconsin Act 60, DPI standards, and NextGen Personal Finance standards.

26
Teachers Accepted (24 Active, 17 Completed)
22+
Participating School Districts
68%
From Rural & Tribal Communities
1,200+
Youth Enrolled in Financial Literacy

Financial Education for Every Student

ELEVATE Wisconsin is a public-private collaboration working with the Governor's Council on Financial Literacy to provide free financial education resources to K-12 staff and students across the state. Our platform covers 14 essential personal finance topics including budgeting, credit, taxes, investments, insurance, retirement, and more — all mapped to NextGen Personal Finance standards.

With Wisconsin Act 60 requiring personal finance credits for high school graduation beginning in 2025, ELEVATE Wisconsin provides the curriculum, tools, and teacher training to help every school district meet and exceed these standards. Teachers from subjects including Personal Finance, Economics/Consumer Science, and Business are using ELEVATE to enrich their classrooms.

Our Cohort 1 teacher training accepted 26 teachers from across the state, with 24 remaining active and 17 completing all full certification requirements. Notably, 68% of participating teachers come from rural and tribal communities — three times the typical concentration — ensuring the program reaches those who need it most.

Students receiving financial literacy awards

Who Is This For?

ELEVATE Wisconsin serves both educators and students across the K-12 system

👩‍🏫
K-12 Staff
Teachers, administrators, and school staff gain access to financial wellness resources for their own personal growth, plus curriculum tools for classroom use
🎒
High School Students
Students access engaging, interactive financial literacy courses that prepare them for real-world decisions — from budgeting to investing to managing credit
🌱
Youth Ambassadors
Student leaders who champion financial literacy within their schools and communities — growing the next generation of financially empowered citizens

22+ Participating School Districts

68% from rural & tribal communities · 32% urban/suburban · 9 additional teachers on waitlist from 5 more districts

Bayfield Beloit Cochrane-Fountain City Darlington De Pere Drummond Fall River Flambeau Kohler Lodi Menasha Middleton-Cross Plains Milwaukee New Berlin Oneida Nation Platteville Racine River Falls Sturgeon Bay Three Lakes Waukesha West Bend

Proven Results Across 14 Topics

From investments to budgeting, our pre- and post-test model measures real learning gains. Students start with an average pre-test score of 61% and finish with a 91% passing score — a 53% average improvement across all topics.

📈
Investments — 110% Improvement
The largest gain across all topics, from 43% to 90%
🏠
Housing — 73% Improvement
From 53% to 92%, preparing students for one of life's biggest decisions
🏦
Banking & Credit — 55% Improvement
Building foundational knowledge for managing money
📋
Taxes — 78% Improvement
Demystifying tax fundamentals before they file for the first time
Financial coaching illustration

Ho-Chunk Nation Partnership

ELEVATE Wisconsin's partnership with the Ho-Chunk Nation represents one of the program's most impactful collaborations. Through a dedicated financial literacy initiative, the Ho-Chunk Nation has enrolled over 1,200 youth and reached approximately 1,000 family members.

Students achieved a remarkable 53% improvement in financial literacy scores, and 95% or more plan to take positive financial actions. Over 200 youth participated in the "Good Life" financial wellness event, and 87% plan to use the resources again.

This groundbreaking work earned the Ho-Chunk Nation the prestigious Governor's Financial Literacy Award — a testament to the power of culturally relevant financial education.

1,200+
Youth Enrolled
~1,000
Family Members Reached
53%
Improvement in Scores
95%+
Plan Positive Actions
🏆
Governor's Financial Literacy Award Recipient

Coming Soon: Advanced Certificates

Building on the success of Cohort 1, ELEVATE Wisconsin is developing specialized advanced certificates for teachers who want to deepen their expertise

🏠

Home Ownership Certificate

Advanced training in housing finance, mortgages, and real estate fundamentals to prepare students for homeownership

📈

Investing Certificate

Deep dive into investment strategies, portfolio management, and wealth building to equip students with advanced financial skills

Plus: Edgewood College partnership for summer cohort training · 9 teachers currently on the waitlist from 5 additional districts

What Students Are Saying

Real feedback from students who completed the program

★★★★★

"I started not knowing much about how the world works and how to manage my finances but I ended it with a lot more knowledge."

★★★★★

"The program was very educational, and I feel like I am going into the world prepared."

★★★★★

"Every single thing I've learned in these tutorials can be applied to everyday life."

★★★★★

"I wouldn't know half of the information I know today without the program. I learned things such as an IRA, how to do my taxes, and how insurance works."

★★★★★

"I'm glad that the nation decided to make this program and make us use it. This will help future generations."

★★★★★

"After completing it, I believe it's changed my outlook on finances and how important it is to plan for the future."

Bring ELEVATE Wisconsin to Your School District

Join the growing network of 22+ Wisconsin school districts delivering world-class financial literacy education — completely free.

Get Involved
Train the Trainer · Kick-Off Training March 2026

Financial Wellness Champions

Become a certified ELEVATE Wisconsin Champion. Our training program equips employees and high school teachers with the skills and certification to drive financial wellness across their organizations and classrooms — recognized by the Governor's Council on Financial Literacy.

12
Active Employee Champions
9
Champion Organizations
6,700+
Employees Reached
$500
Teacher Stipend Upon Certification

Two Tracks, One Mission

The Financial Wellness Champions program has two distinct tracks designed for different audiences — but with the same goal: empowering others with financial literacy knowledge. The kick-off training was completed in March 2026, and the program is now actively expanding across the state.

🏢
Employee Champions
Designated employees within organizations (state agencies, school districts, local governments) who lead the rollout of the ELEVATE Wisconsin program, drive engagement through marketing toolkits, and track participation across their workforce.
👩‍🏫
High School Teachers
Educators who complete a structured certification program to gain mastery of the ELEVATE Wisconsin curriculum and learn how to effectively integrate financial literacy into their classrooms.
Champion training illustration

Teacher Certification Journey

A structured, self-paced program designed to fit your schedule

🚀

Kickoff Call

30-minute orientation to the ELEVATE platform, program overview, and expectations. Meet your cohort and program coordinators.

📖

Self-Paced Coursework

Complete core ELEVATE Wisconsin courses on your own time over 3–4 weeks. Each tutorial takes only 15 minutes with pre- and post-assessments.

🔄

Midpoint Check-In

Optional 30-minute group call for troubleshooting, feedback, and connecting with your cohort peers.

🎓

Implementation Phase

Apply ELEVATE curriculum in your classroom using provided lesson plans, rubrics, and assessments. Develop your own integration plan.

🏆

Wrap-Up & Certification

Share experiences, submit evidence of classroom integration, complete program survey, and receive your official certification plus $500 stipend.

What Champions Receive

Everything you need to succeed as a financial wellness leader

💰

$500 Stipend

Financial incentive upon successful completion of the 10–15 hour certification program (cohorts of 25 teachers)

🎖️

Official Certification

Certified ELEVATE Wisconsin Champion designation with a digital badge for professional profiles, recognized by the Governor's Council

📚

Full Platform Access

Complete suite of 500+ interactive tutorials, lesson plans, rubrics, assessments, and the Enrich financial wellness platform

📋

3-Part Marketing Toolkit

Employee Communications Guide, Social Media Guide, and Program Promotion Guide — with email templates, flyers, and campaign messages

📊

Teacher Dashboard

Track student progress, monitor pre/post test scores, view engagement metrics, and generate reports for administrators

👥

Professional Network

Join a collaborative community of champions for peer support, idea exchange, speaking opportunities, and career growth

2026–2027 Growth Goals

Building on our March 2026 launch, the champion model is scaling rapidly across Wisconsin

CHAMPIONS
10–25
New Champions Targeted
ORGANIZATIONS
25+
Participating Organizations
EMPLOYEES
7,500+
Employees Reached
TEACHERS
75+
Additional Certified Teachers

Recognition & Partnerships

Champions are recognized through the Governor's Council on Financial Literacy and supported by a statewide partner network

🏆

Governor's Council Recognition

Champions may be recognized through the Governor's Council on Financial Literacy, with the potential for NBC Golden Apple-style awards for outstanding educators

🎓

Edgewood College Partnership

Partnership with Edgewood College for summer cohort training, providing an academic pathway for teacher certification

🎤

Speaking Opportunities

Champions receive opportunities to present at conferences, advisory board meetings, and community events as financial wellness ambassadors

🤝

Statewide Partner Network

Supported by WEA Member Benefits, Dept. of Employee Trust Funds (ETF), Wisconsin Credit Union League, DPI, and Jump$tart Coalition

Become a Financial Wellness Champion

Join the next cohort and help transform financial literacy education across Wisconsin.

Apply Now

Get Involved

Join the ELEVATE Wisconsin mission. Whether you're a school administrator, educator, sponsor, or community partner, we'd love to connect.