The Essentials of Money Management
Workplace financial wellbeing

Course Overview

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.

Some of the topics we cover are:

  • Mind over Money: Create a healthy relationship with finances.
  • Smart Living: Maximizing Your Money for Mortgages, Rent, Bills, and Insurance Peace of Mind
  • Payday Principles: Demystifying Salary, Taxes and Bank Statements for Financial Clarity
  • Golden Years Ahead: Navigating Pensions and Planning for Comfortable Living in Older Age

This comprehensive program goes beyond just money management skills. We equip delegates with the tools to effectively communicate, facilitate sessions, and confidently address various challenges. They will leave with a robust toolkit and resources to seamlessly prepare for impactful workshops.

Benefits of Financial Literacy for Your Employees

• Enhanced Financial Security: By equipping your staff with the knowledge to manage their finances effectively, you can help them achieve financial stability, which translates into reduced stress and increased job satisfaction.

• Improved Productivity: Financially secure employees are less distracted by personal financial issues and more focused and productive at work.

• Employee Retention: Demonstrating a commitment to your employees’ financial well-being can increase loyalty and reduce turnover.

• Holistic Well-being: Financial education promotes overall well-being, as financial stress is a significant contributor to mental health issues.

Useful links

Blog

Financial Wellbeing Month: What it means and how to support your Staff

Lindsey Reed, Trainer at TISA.
April marks Financial Wellbeing Month, an initiative created by the FinWELL Team to help employers and organisations support their people in understanding, measuring, and improving their financial wellbeing. With money being one of the leading causes of stress, empowering employees with financial knowledge and confidence is key to fostering both a healthier relationship with money and better mental health.

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