Financial Wellbeing Training
Money worries don’t stay at home. They follow people to work — affecting focus, decision-making and performance. Our financial wellbeing training gives employees the knowledge, skills and confidence to take control of their finances.
- Delivered by qualified financial wellbeing specialists
- Tailorable to your workforce and sector
- Online, in-person and webinar formats available
NET PROMOTER SCORE
FINANCIAL WELLBEING COURSE RATING
AVERAGE FACILITATOR RATING
What makes our employee financial wellbeing training different
Our financial wellbeing training is led by qualified specialists. They combine professional financial expertise with genuine understanding of what employees face in today’s economy.
Qualified Specialists
Qualified financial specialists. Every session is accurate, practical and grounded in real expertise.
Fully Tailorable
We work with you to select the right topics, format and tone – whether you’re a global organisation or a growing SME.
Flexible Delivery
Online, in-person or webinar. Virtual classroom sessions and live webinars can scale from small teams to 500 participants.
Practical Resources
Participants leave with tools and resources they can return to. Follow-up sessions keep the momentum going.
Trusted by leading organisations worldwide
A jam-packed hour with informative and empowering financial wellbeing education. Everyone really enjoyed it and we all took a lot away. I’d highly recommend.
EVERYBODY
Financial Wellbeing Workshops
Interactive, practical sessions delivered by specialists. Each workshop addresses a core area of financial wellbeing — and can be combined into a bespoke programme shaped around your workforce.
Financial Wellbeing
The foundations of personal finance and understanding your money mindset.
Money & Mental Health
The relationship between financial stress and psychological wellbeing.
Money Management
Practical tools for budgeting, spending and making the most of your income.
Savings and Investments
Building financial resilience and creating a more secure financial future.
Debt Management
Navigating debt confidently and taking back control.
Retirement Planning
Building a financially secure retirement, whatever stage you’re at.
Mortgages and Homebuying
Navigating the property ladder with clarity and confidence.
Employee Benefits
Making the most of the financial benefits available through your organisation.
50 Ways
Fifty practical, actionable ways to make your money work harder.
Delivered by Qualified Financial Experts
Our financial wellbeing training is delivered by specialists who combine professional financial qualifications with extensive experience working across organisations of all sizes. They understand the pressures employees face today — and how to make financial education genuinely useful.
John Piercey
FINANCIAL SPECIALIST
John has over 30 years’ experience working for some of the UK’s largest Banks & Financial Advice providers.
Justine Piercey
FINANCIAL SPECIALIST
Justine is a Financial Wellbeing Consultant, with 25 years’ experience in the Banking sector
The session was incredibly valuable. It provided an in-depth exploration of the link between money and mental health. The content was highly relevant and I would recommend it to anyone.
Laura Heaton
Community Manager
EQUIEM
A Flexible Approach to Financial Wellbeing Training
Choose the format that works best for your employees and your organisation – or combine approaches for a blended programme.
Targeted workshops
Interactive small-group sessions with space for discussion, questions and practical application.
Typical duration:60 – 90 mins
Groups up to 16
Scalable webinars
Expert-led online sessions that reach your whole workforce. Ideal for distributed or hybrid teams.
Typical duration: 60 mins
Groups of any size
In-person or Online
A curated selection of workshops shaped around your workforce needs and budget.
Flexible delivery – any location
Frequently asked questions
Everything you need to know about our financial wellbeing training — and how it can work for your organisation.
Financial stress is one of the leading causes of reduced productivity and increased absence. When employees feel in control of their finances, they perform better, engage more and experience better mental health.
Let's Build Your Financial Wellbeing Programme
Our team will help you design a programme that works for your people — whatever their financial situation, life stage or level of financial confidence.