Jason Pettner works at C.S. McKee as a Portfolio Accountant. He is a CFA Level I candidate, as well as a candidate for CFP Certification. He recently graduated from Penn State Behrend with a degree in finance. As a student, he served as president and chief investment strategist of the Intrieri Family Student Managed Fund. For the past three years, Pettner has been a student member of the CFA Society Pittsburgh, where he serves on the financial literacy committee.
Efforts to improve financial literacy are critical. But how do we know if these efforts work? How can we gauge their effectiveness?