Financial education

What you need to know

Total wellness goes beyond feeling good and improving physical health — it also means building financial stability. Whether you are just starting your career or are in the middle of your career or nearing retirement, PayPal’s financial education wellness program can provide information to help you establish goals and prepare for a financially sound future.

Financial wellness education

PayPal has partnered with RSM to provide the financial wellness education program. RSM delivers knowledge and education through financial wellness seminars and unlimited access to one-on-one coaching to empower you to improve your financial wellness.

All services are provided at no cost to you. Your RSM financial coach will help you understand where you are today and how you see your financial future and will help outline the steps you need to take to achieve financial wellness. 

RSM financial wellness coaches can provide information based on your life stage to help you with practical questions to develop your financial goals, including:

  • How am I doing financially?
  • How can I save more or pay down my debt faster?
  • How can I make the most of my benefits?
  • How can I plan financially for major life changes?
  • Am I on the right track in saving for retirement?
  • How will my decisions affect my taxes?
  • How do I reduce debt, including my student loans?
  • How can I protect my family with an inheritance plan and insurance?

Ready to get started?

RSM’s combination of seminars and one-on-one coaching provides the opportunity for everyone to improve their financial wellness. Follow these steps to get started.

Step 1: Create your user profile on the RSM platform.

  • Go to and register as a new user
  • Creating your profile will require your first and last name, your employee ID number, and your PayPal email address
  • Your employee ID number can be found on the Bridge, under your employee profile (i.e., 00######)

Step 2: Register and attend a financial wellness education session.

  • To view the schedule of upcoming sessions, visit
  • After you have accessed your user profile, select your initial education sessions
  • Note for call centre employees: Prior to registering for an education session, view additional details on the Bridge for registration information (must be on the PayPal network).

Step 3: Access a financial wellness coach.

Once you’ve attended the financial wellness education sessions, you can begin your unlimited access to an RSM financial coach to begin developing your financial plan.

Who is RSM?

As the sixth largest global accounting network, RSM has audit, tax, and consulting experts in over 120 countries all over the world. Your financial wellness education team is comprised of tax professionals who work with individuals. We share skills and insight that are based on our experience to help empower you to move forward with your personal financial plan. RSM is providing only information to help you make personal decisions and is not providing any tax or other professional advice. Your information is confidential, because RSM’s privacy policy protects personal information. However, RSM may share information with PayPal, such as number of active users, frequently asked questions, etc., to help with plan enhancements.

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