--- title: The Beans Financial Wellness Essentials Reviews meta_title: 'The Beans Financial Wellness Essentials Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how The Beans Financial Wellness Essentials works for a business like yours. date_modified: '2024-10-06' parent_category: name: Education url: https://www.g2.com/categories/education --- # The Beans Financial Wellness Essentials Reviews **Vendor:** The Beans **Category:** [Online Course Providers](https://www.g2.com/categories/online-course-providers) **Total Reviews:** 1 ## About The Beans Financial Wellness Essentials Financial Wellness Essentials supports your entire program with one year of effective financial care. Learners will be introduced to the principles of Money + Life Balance, build their own cash flow plan using a hands-on, evidence-based technique called Visual Financial Planning, receive one year of access to The Beans financial care app, and have access to monthly office hours with trained financial professionals. This course consists of one self-paced learning module that lays the groundwork to break free from financial stress and one live workshop where your staff will create their own visual financial plan. All participants will be mailed a personalized kit with materials necessary for the workshop. ## The Beans Financial Wellness Essentials Reviews ### 1. The Beans Works! **Rating:** 5.0/5.0 stars **Reviewed by:** Gillian R. | Human Resources Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2024 **What do you like best about The Beans Financial Wellness Essentials?** The staff at The Beans have created such a wonderful workshop. It lets the attendees see that financial stress doesn't need to be so previlent in their lives. The simplest activity of counting beans made the task of money management so much more accessable to the staff. **What do you dislike about The Beans Financial Wellness Essentials?** Everything in the workshop was wonderful. Giving your point of contact a run down of how the workshop will go, that the focus will be on the staff and that management should refrain from participation would be helpful before going into the workshop. **What problems is The Beans Financial Wellness Essentials solving and how is that benefiting you?** It shows were your mindless spending is happening and were your focus should be to ease your stress. - [View The Beans Financial Wellness Essentials pricing details and edition comparison](https://www.g2.com/products/the-beans-financial-wellness-essentials/reviews?open_modal_url=%2Fproducts%2Fthe-beans-financial-wellness-essentials%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fthe-beans-financial-wellness-essentials%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A41%3A44+-0500&secure%5Bsession_id%5D=5e0b185c-a226-4958-b738-1dcd92e431bf&secure%5Btoken%5D=1281463d28bc33c5cff1d84f8481ac786c4604fb60e5f37b9cc97425d73f12d4&format=llm_user) ## The Beans Financial Wellness Essentials Features **Activity Tracking** - Activity Tracking **API** - API **Reporting & Statistics** - Reporting & Statistics **Feedback Management** - Feedback Management **AI Copilot** - AI Copilot **Third-Party Integrations** - Third-Party Integrations **Progress Tracking** - Progress Tracking **Customizable Reports** - Customizable Reports **User Management** - User Management **Activity Dashboard** - Activity Dashboard **Real-Time Data** - Real-Time Data **Role-Based Permissions** - Role-Based Permissions **Video Conferencing** - Video Conferencing **Alerts/Notifications** - Alerts/Notifications **Compliance Management** - Compliance Management **Self Service Portal** - Self Service Portal **Reminders** - Reminders **Drag & Drop** - Drag & Drop **Assessment Management** - Assessment Management **Mobile Access** - Mobile Access **Generative AI** - Generative AI **Access Controls/Permissions** - Access Controls/Permissions **Real-Time Reporting** - Real-Time Reporting **Content Management** - Content Management **Customizable Branding** - Customizable Branding **Course Authoring** - Course Authoring **Training Record Management** - Training Record Management **Self-paced Learning** - Self-paced Learning **Multi-Language** - Multi-Language **Performance Metrics** - Performance Metrics **Interactive Content** - Interactive Content **Surveys & Feedback** - Surveys & Feedback **Content Library** - Content Library **Progress Reports** - Progress Reports **Engagement Tracking** - Engagement Tracking **Certification & Licensing** - Certification & Licensing **Skills Assessment** - Skills Assessment **Customizable Questions** - Customizable Questions **Assignment Management** - Assignment Management **Employee Portal** - Employee Portal **Single Sign On** - Single Sign On **Learning Management** - Learning Management **Gamification** - Gamification **Training Management** - Training Management **Video Support** - Video Support **Synchronous Learning** - Synchronous Learning **Blended Learning** - Blended Learning **Skills Tracking** - Skills Tracking **SCORM Compliance** - SCORM Compliance **Employee Onboarding** - Employee Onboarding **Certification Tracking** - Certification Tracking **Asynchronous Learning** - Asynchronous Learning **Courses** - Personalized recommendations - High-quality content - Video content - Projects - In-course assessments - Certification practice tests **Administration** - Team-level monitoring - Administrative dashboard - Certificates **Compatibility** - Mobile compatibility - Offline access - Single sign-on (SSO) ## Top The Beans Financial Wellness Essentials Alternatives - [Corporate Finance Institute](https://www.g2.com/products/corporate-finance-institute/reviews) - 4.8/5.0 (1,747 reviews) - [Pluralsight](https://www.g2.com/products/pluralsight/reviews) - 4.6/5.0 (1,297 reviews) - [KodeKloud](https://www.g2.com/products/kodekloud/reviews) - 4.8/5.0 (785 reviews)