We offer live classes every weekday at various times to accommodate busy schedules.
A licensed financial professional is available during each class to answer any questions in real-time.
Onboarding and ongoing program management are fully automated, with support from a dedicated Account Manager, saving you time and administrative headaches.
Users receive upcoming class recommendations based on their unique demographics via email or SMS text.
The entire user experience is now accessible in Spanish, including the product platform, communications, and our most popular live and on-demand classes.
All classes are recorded and available in our on-demand video library, giving users access to content anytime, anywhere.
See our teachers in action!
Anyone can give a presentation, but SmartPath instructors are teachers that know exactly how to engage users and give them practical support where they need it most. Watch the video below to see our teachers in action.
A solution for everyone
SmartPath is the perfect complement to any business. We educate your population to make sound financial decisions, then deliver key insights and learnings back to you. Leveraging advanced AI technology, we offer best-in-class, personalized financial education that will give you the edge to outpace your competition.
Increase contributions by educating participants on retirement planning and optimizing their savings.Learn More
Create a more competitive compensation package by adding a financial wellness solution.Learn More
Differentiate your insurance offering by including a tailored financial wellness solution.Learn More
Integrate financial education into your own ecosystem to add value for users.Learn More
See why customers love SmartPath!
Vice President of Benefits and Compensation
Jim & Sue B.
Director of Benefits