Money management
Whether your focus is on those employees in the early stages of their careers, mid-career or those who are planning their golden years, we can help you to support their journey to financial wellbeing.
Empower your teams with the knowledge and confidence to support financial wellbeing – both within your organisation and across the communities you serve.
Our Money Management Training Series is now available in eight focused online training modules, allowing you to choose the topics most relevant to you or your teams. You can attend the full programme for a comprehensive learning experience.
Whether you are looking to improve your own financial confidence by brushing up on these key financial life skills, or are looking for inspiration on essential money management principles, when thinking about supporting your own team, network or volunteering locally, this series provides practical, accessible learning to make a real impact.
Create a Healthy Relationship with Finances
📅 Thurs 2nd July | 10:00-11:30
Build the foundation for financial wellbeing by reshaping how you think and feel about money.
Demystifying Salary, Taxes, and Bank Statements for Financial Clarity
📅 Thurs 2nd July | 14:00-15:30
Understand payslips, tax, and take-home pay with confidence.
Unleash Your Spending Power with Smart Money Management
📅 Tues 7th July | 10:00-11:30
Learn practical budgeting and smarter spending habits.
Boost Your Score, Navigate Loans, and Build Financial Freedom
📅 Tues 7th July | 14:00-15:30
Take control of credit and make informed borrowing decisions.
Mastering Debt Management, Repayment Strategies, and Financial Liberation
📅 Wed 8th July | 10:00-11:30
Develop strategies to manage and reduce debt effectively.
Introduction to Investment Options, Risk Management, and Building Wealth
📅 Wed 8th July | 14:00-15:30
Understand the basics of investing and long-term wealth building.
Maximising Your Money for Mortgages, Rent, Bills, and Insurance
📅 Tues 14th July | 10:00-11:30
Manage everyday living costs more effectively.
Navigating Pensions and Planning for Comfortable Living in Older Age
📅 Tues 14th July | 14:00-16:30
Plan for a financially secure retirement.
Financial wellbeing is a critical part of overall wellbeing. By equipping yourself and your teams with practical money management knowledge, you can:
Improve confidence in financial conversations
Help reduce financial stress and vulnerability
Contribute to long-term financial resilience
Support individuals and communities more effectively
8 focused learning modules – attend individually or as a full series
Delivered virtually (Zoom) – accessible and flexible
90-minute sessions – focused and practical
Expert-led training with real-world insights
CPD certificate issued following each module for your learning record
“13 million working days were lost in 2021 due to financial worries—costing UK employers up to £2.5 billion.”
The Money Management Series will be delivered by Larry Banda.
Larry has worked with TISA for ten years as a NED, Deputy Chair and is now CEO of TISA Commercial Enterprises. He also chairs Select ID, the Digital ID marketplace, and TURN, a blockchain company. Larry also sits on the Smart Data Council and FCA roundtables on AI. Having chaired the TISA cross-industry working group on personalised guidance for the last four years he is passionate about the potential use of AI to allow consumers to access products and services in addition to how it can transform the businesses he chairs. In previous roles as a Divisional Director of Nationwide he led the branch and advice teams for financial planning and mortgages and led their project team in the FCA Sandbox.
Whether your focus is on those employees in the early stages of their careers, mid-career or those who are planning their golden years, we can help you to support their journey to financial wellbeing.
As a decision-maker committed to fostering a productive and resilient workforce, you understand the profound impact of financial well-being on your employees’ overall health and job performance. We now offer an extensive series of eight modules designed to comprehensively address various aspects of financial literacy. These modules are aligned with The Money Guidance Competency framework and can be delivered directly by us or through training your trainers to facilitate them at your convenience.
Our Essentials of Money Management in your Community workshop empowers you to broaden your scope and engage with a diverse range of people in the community. Imagine organising interactive workshops for local businesses, students, and others, enriching lives and fostering financial well-being on a larger scale.
To accommodate the diverse needs of your organisation, we offer flexible delivery options for these modules.