e-NestEgg » For Financial Professionals

Creative Solutions, Unlimited Opportunity

eNest Egg is not just another stock speculation game for amateur day traders. It is, in fact, a comprehensive simulation of real world personal finance.

eNest Egg was created by financial professionals, both for students, and for financial professionals. Whether you are looking for a fun and challenging way to test your own money skills, compete with your colleagues, train new employees, strengthen client relations, attract new employees, or win new clients, eNest Egg is the tool for you.

See for yourself; you will find that the advanced levels of our simulation can test the skills of even the most experienced and successful financial pro. Keep in mind that eNest Egg accurately simulates dozens of real periods in financial history, including actual market performance, and real macro and microeconomic indicators. So, you can use eNest Egg to test the performance of your favorite investment strategies, under a wide variety of market conditions.

Why do professionals love eNest Egg?

eNest Egg is amazingly easy to use. From implementation to evaluation, we’ve automated the entire process!
Practice, assess, and refine your investing skills and techniques, in the risk free environment of a computer simulation
Add an informative and fun tool to your existing employee training program
Create competitions, and offer a prize to your most successful colleague
Break away from traditional client acquisition seminars with a dynamic tool that educates and motivates clients in an enjoyable, approachable way
Deepen client relationships by better understanding their personal financial goals and latent financial investment perspectives
Transfer skills and knowledge to the next generation by introducing the world of money management to your clients’ kids and grandchildren.
Train staff on your organization’s financial principles in a fun and dynamic way
Evaluate and engage new hires with a creative tool

Let eNest Egg Revolutionize Your P.R.

Are you looking for a visible and positive public relations opportunity for your company or charitable foundation? eNest Egg is an efficient and affordable way to have a wide reaching impact on financial capability, while also letting the world know that your company cares about the community.

Fund a local, regional, or national eNest Egg program for your favorite university, club, or organization. We will do all the implementation work, and we’ll help publicize your sponsorship too. We will ensure that people are aware that your organization serves more than just the bottom line, and that you serve the public interest. This, of course, will likely improve your bottom line, while at the same time truly empowering others to help themselves.

As part of our company mission, we are glad to connect willing sponsors to centers of education & 501(c)(3)s who wish to incorporate eNest Egg into their curriculum. This gets the sponsor’s name in front of students, families, educators, and the public. We can assist you by building an eNest Egg program that reaches the regions or demographics that you would like to target.

To maximize the impact of your donation, eNestEgg.Org is pleased to offer significant discounts for volume purchases.

To hear about our special offers, exclusively available to financial professionals, or to begin using eNest Egg in your office, please register below.

If you would like to learn more about how eNest Egg works, before you register, please click here:

How eNest Egg Works

Registration for Financial Professionals:

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How eNest Egg Works

In eNest Egg, each player takes on the role of a professional financial planner. At the beginning of each unit, players are introduced to a new family of clients. Each family brings with them their own set of assets, incoming cash flow, debts, and long-term financial goals. Players must then ensure that their clients achieve these goals by investing wisely in stock funds, bond funds, and more. Players must also help their clients pay off existing debt, insure themselves against risk, and negotiate the best mortgage for their needs.

Each unit simulates 15 to 30 years, but each unit takes only minutes to complete. Throughout each round markets rise and fall, realistic news and life events can impact financial plans, all just as in real life. Players are assisted by a constant stream of financial market data, and a series of popup screens with helpful tips on how to invest wisely.

At the end of each round, eNest Egg automatically provides detailed performance analysis and assessment. This data is immediately available both to the player, and to the person overseeing the program. From implementation to performance evaluation, the entire process has been designed to be fast and easy to use.

eNest Egg in Action

What follows here are a series of short videos, each detailing one aspect of eNest Egg and how it works. Please feel free to select the videos that cover topics which interest you the most. If you have any additional questions for us, please take a moment to register below.

How a Game Starts: Getting started in eNest Egg is easy. In this video, you will see how players meet a client, receive the client’s goals, and make their first moves.	Investing Cash Flow: This video will introduce you to eNest Egg’s sliders and how these sliders are used, in this case, to invest a client’s cash flow.	Investing Assets: Intelligent asset allocation is the core lesson that students learn while playing eNest Egg. This short video introduces the asset allocation sliders.
How a Game Ends: At the end of each simulation, players receive overall scores, and the option to view detailed performance analysis. Players are easily able to track where they made intelligent moves, and where they made errors. In this video, you will see what information is provided to students after each game.	Data Available in eNest Egg: eNest Egg is very realistic. All market performance, and market indicators, are closely based on actual historic market data. This video talks about the many kinds of information available to players throughout each game. Your students will learn which metrics to rely upon, and how to make informed and intelligent decisions.	Credit Card Debt: As you know, the majority of Americans carry substantial levels of personal debt. eNest Egg’s simulated clients also often carry debt. Players learn that while debt should be addressed early, and aggressively, in financial planning, debt must not be seen as a life sentence.
Home and Auto Insurance: In our effort to simulate a complete picture of a family’s financial life, eNest Egg simulations include major life events. Clients can be injured, promoted, have kids, wreck their car, and even die. Players learn to survive, and even to prosper, in the face of triumphs or tragedies. This brief video introduces the first two kinds of insurance available in eNest Egg.	Term Life, Disability, and Health Insurance: Players learn to protect not only their clients’ property, but also to protect their assets and future income. More experienced players will also learn not to purchase unnecessarily high levels of coverage, and will learn to drop their coverage when they are wealthy enough to self-insure.	Negotiating a Mortgage: What happens when banks make risky mortgage loans to consumers? What happens when consumers don’t fully understand their mortgages, and the risks involved with the loans that they are taking? eNest Egg simulates a variety of mortgage options, so that players will be able to avoid the pitfalls of ill-considered mortgages. They will learn to make informed decisions, and make the mortgage work within the framework of a larger financial plan.