The Essentials of Money Management

Because good financial health matters

Introducing TISA’s latest training initiative to help firms support staff in the workplace and promote good financial habits early on.

Research by the Money and Pensions Service (MaPS)* has shown that many young people entering the world of work are not prepared for the money-related realities that lie ahead. This can lead to debt problems, affect their mental health and also find them suffering in the workplace. Moreover, with the UK cost of living crisis, there has never been a more important time to help your staff to become more financially resilient for the future.

In keeping with TISA’s mission to promote financial wellbeing for all, TISA has developed a new course, The Essentials of Money Management, which covers important everyday money matters, where delegates can openly ask questions in a safe and non-judgemental environment . The course aims to equip attendees with the knowledge and life skills to make better financial decisions, such as the benefits of starting to save early, however small the amount may be. By the end of the session, delegates will be able to make more informed decisions, leading to improved confidence in handling money, resilience and better wellbeing.

The workshop is ideally positioned for new entrants to your firm. This can compliment any of your existing employee induction/ personal development programmes, contributing towards a work environment supportive of health and wellbeing for your staff. The course helps deliver on your CSR objectives, whilst staff earn valuable CPD hours.

Course Overview

TISA’s new full-day workshop on The Essentials of Money Management will provide attendees with the tools and confidence to make sense of everyday money matters, including budgeting, saving, investing, credit, borrowing, as well as how to avoid being scammed. The course aims to equip your new employees with the knowledge to make better financial decisions, including the benefits of starting to save early, however small the amount may be.

This one-day course will cover everything from:

We will also explore financial concepts, such as compound interest and credit scores.

Meet Jenna (our case study)

This course has been designed in an interactive way to bring real concepts to life, following the journey of 18-year-old Jenna, as she navigates through various financial decisions and challenges along the way.

By the end of the session, attendees will be armed with actionable ideas they can put into practice to help improve their financial wellbeing and confidence when handling money. Previous delegates have even taken positive financial steps during the workshop!

View the short video below for more information about the topics covered in this course

Your Trainer

Lindsey Reed, Trainer for TISA

Lindsey Reed, with 25 years of experience in the Finance Industry managing multi-million-dollar projects and teams, transitioned to TISA in 2005, designing and delivering Power of Attorney and Client Money workshops. 

She’s a seasoned coach and trainer, working with diverse individuals, from school leavers to Chief Executives. Lindsey has designed and delivered Train the Trainer programmes across various industries, 5-day coaching initiatives for the MOD, and her own workshops for clients.

Her expertise is backed by extensive training under renowned experts in Training, Coaching, and Personal Development, earning certifications in Train the Trainer Mastery, ILM Level 7 Executive Coaching, and Leadership Mentoring, as well as NLP Train the Trainer. Lindsey’s true passion lies in empowering individuals to thrive and lead their best lives effortlessly.

Course delivery

For individuals
This course is ideal for anyone who needs a boost in their knowledge of everyday money matters and would be ideal for:

New starters (for example, graduates) to your firm, to support their personal development and ensure that they feel confident when it comes to navigating their own finances.

Anyone who wants to improve their money management skills to become more financially confident.

For organisations
This course would make a great addition to any existing induction programmes or employee financial wellbeing initiatives that you may already have in place. TISA is able to work with your firm and put in place a programme or session (virtual/ in-person) to suit your staff training needs.

Get in touch at to find out about in-house delivery of this course. We can also offer group discounts for organisations who want to send a large group to our next online session.

Make an enquiry

Email the friendly TISA team at and quote “Money Management Training” in your email.

*MaPS – The UK Strategy for Financial Wellbeing: 2020-2030
**Appinio research conducted in June 2022: Appinio | real-time market research, as accessed on 28.07.22.