Features

Everyone deserves a financial plan.

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. Plans include strategies for cash-flow management, retirement planning, benefits decision assistance, equity compensation, total rewards, and more.

Here’s how we do it.

Illustrated group of diverse employees is supported by their workplace financial wellbeing program

Designed with employees’ best interest in mind

The LearnLux program is powered by holistic, comprehensive guidance created and reviewed by experienced Certified Financial Planner™ professionals. We follow fiduciary standards, meaning we always act in employees’ best interest and never sell products or data.

What is a fiduciary?
What is a Fiduciary financial planner?

The official Fiduciary Standard was created in 1940 with the Investment Advisors Act.

It states that:
A planner must place his or her interest below that of the client.
A planner is prohibited from buying securities for his or her account prior to buying them for a client.
A planner must do his or her best to make sure investment advice is made using accurate and complete information. The analysis must be as thorough as possible.
A planner must avoid conflicts of interest. As a fiduciary, an advisor must disclose any conflicts of interest or potential conflicts of interest.

Long story short? LearnLux planners are fiduciaries, which means they always have your employees' back.
The UX in LearnLux stands for “user experience.” We’re proud to create powerful personal finance tools that people love to use.
Illustrated designers creating a financial wellbeing program that employees love to useGet a guided tour
Graphic shows how LearnLux financial wellbeing blends digital tools and access to financial experts

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 enrolment, 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.

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.

Graphic shows how LearnLux financial wellbeing blends digital tools and access to financial experts

Benefits education and total rewards tools

Custom benefits portal

Each employee’s financial plan takes their unique benefits into consideration. Employers can easily link all key benefits in one place, which creates a valuable tool for employee education during onboarding, open enrollment, and qualifying life events.


Total rewards visualization

Spotlight valuable employee benefits beyond onboarding and open enrollment. Total rewards tools help employees understand the full picture of their total compensation, equity, health insurance, retirement contributions, PTO, voluntary benefits, and more.



Graphic shows how LearnLux financial wellbeing blends digital tools and access to financial experts

Digital planning

Financial checkup

Interactive financial assessments identify areas where an employee is struggling or thriving and help build a personalized plan. 


Cashflow tool

Budgeting and cashflow management helps each employee make the most of their paycheck. Discover opportunities to save, invest, pay down debt, make pre-tax contributions and map the path to a bright financial future.



Graphic shows how LearnLux financial wellbeing blends digital tools and access to financial experts

Interactive content

A wide range of topics

Financial wellbeing topics include budgeting, credit, debt & loans, taxes, insurance, retirement, estate planning, home ownership & renting, equity & stock compensation, investing & financial planning, cryptocurrency & blockchain, and more!

A variety of formats

LearnLux digital content is accessible, engaging, and personalized based on employees’ inputs. In addition to self-paced learning, LearnLux Planners host lively digital events on timely topics that employees can attend in real time or watch on demand.




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For partnerships and RFPs, reach out to: partner@learnlux.com