Is supporting the financial wellbeing of your local communities a focus for your organisation?
Do your staff volunteer locally and wish they could do more to help people who need support with their finances?
If the answer to either of these questions is yes, we can help. By providing training and resources to your teams they can play a crucial role in enriching the wellbeing of families and communities to achieve financial resilience and their personal goals, whether it’s saving for their first home, planning for retirement, or achieving personal and family aspirations.
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.
Take the example of Foresters Financial, whose mission is to help everyday families achieve their financial goals and make a lasting difference in their lives and communities. When they discovered our Money Management Workshops, it was a perfect alignment with their mission. We initially delivered a one-day workshop to a select group of staff, which was so successful that it opened up new possibilities for Foresters Financial to support their local communities on a larger scale.
A team of Financial Advisers from across the UK participated in our first Train the Trainer workshop. While they were well-versed in financial matters, many were not accustomed to delivering workshops. The two-day programme was designed to address this, providing them with not only comprehensive training guides for eight different modules but also the facilitation skills necessary to effectively engage and educate their audiences.
The participants delivered a 20-minute module on the second day, and to anticipate feelings of nervousness, the workshop was designed to address confidence issues. Through a deeper exploration of what confidence truly means and guided psychological shifts in their mindset, the FAs were able to overcome their anxieties.
By the end of the workshop, the group were not only more knowledgeable but also more self-assured, enthusiastic and well-equipped to deliver money management workshops in a variety of community settings. They learned key facilitation techniques, including how to handle challenges, support vulnerable people, and understand the crucial difference between guidance and advice.
By Lindsey Reed (TISA Trainer)
Employee financial well-being is an often-overlooked component of workplace productivity. While companies focus on professional development, mental health, and physical well-being, the financial struggles of employees remain a silent burden impacting performance, engagement, and overall job satisfaction.
By Lindsey Reed (TISA Trainer)
In today’s world, businesses are increasingly looking for ways to make a meaningful impact beyond their bottom line. For financial companies, a powerful way to achieve this is by improving financial literacy—both within their organisations and in the communities they serve.
Alison Pask, Head of Business Development & Strategy (Financial Education), TISA In today’s rapidly changing financial landscape, organisations are increasingly recognising the importance of supporting
By Lindsey Reed (TISA Trainer)
In today’s rapidly changing business landscape, nurturing a talented and motivated workforce is vital for organisations to succeed. As well as equipping your employees with technical skills, it’s equally essential to empower them with knowledge that extends beyond the workplace. That’s why we’re thrilled to introduce our Money Management Training Programme, tailor-made for your graduates and apprentices.
