Experiential Learning is the Pathway to Behavior Changes
As a nonprofit organization that’s also free of any conflicts of interest, we are uniquely positioned to bring to the community unbiased and technically valid information to teach people the skills needed to make good economic decisions.
Our programs succeed because of the following features:
Designed to be experiential
Conform to the fiduciary standard
Incorporate critical thinking
Teach awareness of behavioral biases
Promote and improve numeracy
Objective assessment protocols
Cygnet Institute uses a copyrighted modular process to deliver experiential seminars and workshops regarding the many areas that require people to make financial decisions. These programs are organized into three categories.
Multi-session workshops that focus on retirement, investing, estate planning, and financial planning.
Single session in-depth seminars (1-2½ hours) designed to cover individual topics in-depth, like Taxes, IRA Rollovers, Mortgage Acceleration, Social Security, 401k, etc.
Lunch-N-Learn presentations (30-45 minutes) designed to provide a high-level overview of a topic related to personal financial management
Our programs continue to succeed because our instructors are subject matter experts who are paid for their time and expertise — not volunteers. This gives Cygnet Institute absolute control over the material and presentation. It is a unique quality-control approach which assures that participants will receive what they expect.
Here are some of the requirements we impose on presenters – by contract:
Deliver our material in the manner we specify
Sign Fiduciary pledge
Agree to specifically NOT solicit in Class or afterwards
Support and enhance Critical Thinking in the presentations
Explain relevance of their presentation to Personal Finance and quality of life
Embed and explain instances of Behavioral Finance issues in the subject being presented
I feel that with a small amount of discipline I can be financially secure for life. It’s a good feeling!
I’m amazed that my current level of income plus modest raises will give me my financial freedom. I must have a pretty good job.
I had never taken the time to understand what I was doing with my money, now I realize the importance of putting a plan together for my retirement.
It is clear now that financial planning is required for financial security and for peace of mind. We had plans before but not this detailed.
I am more appreciative of my job and the benefits it provides, including the opportunity to attend this class.
I feel better about my 401(k) plan. I wish I had been offered this course when I started my career.
So detailed and many faceted! The connectivity factor is critical, everything must work together.
I feel more confident that I have control over my finances, that I can ride out and adjust to factors that are not in my control.
The methodology is logical and just like the approach an engineer uses when a system is designed. Financial planning is not just stocks and bonds. Cygnet is a quality organization as demonstrated by their understanding of GM’s plans and the comprehensive nature of their models.
I believe I can now perform my job with less stress by realizing that I am on solid ground financially.
Services
Reality-Based Educational Process
Experiential Learning is the Pathway to Behavior Changes
As a nonprofit organization that’s also free of any conflicts of interest, we are uniquely positioned to bring to the community unbiased and technically valid information to teach people the skills needed to make good economic decisions.
Our programs succeed because of the following features:
Cygnet Institute uses a copyrighted modular process to deliver experiential seminars and workshops regarding the
many areas that require people to make financial decisions. These programs are organized into three categories.
Rollovers, Mortgage Acceleration, Social Security, 401k, etc.
to personal financial management
Our programs continue to succeed because our instructors are subject matter experts who are paid for their time
and expertise — not volunteers. This gives Cygnet Institute absolute control over the material and presentation. It is a unique quality-control approach which assures that participants will receive what they expect.
Here are some of the requirements we impose on presenters – by contract:
Deliver our material in the manner we specify
Click here to see details of the available programs
Testimonials