Call us on

0151 236 6608

Lines open: Monday - Friday 9AM - 5PM

Enquire Now

Money Matters – Improving Your Financial Wellbeing

Money Matters – Improving Your Financial Wellbeing

Course Overview

This training is designed to help employees improve their financial wellbeing and the relationship they have with their money.

Financial wellbeing can be defined as being in a state of financial security that gives people choice in their career and the freedom to enjoy life –as well as the ability to provide for family and loved ones and feel secure in their financial future.

In this course, we will look at financial wellbeing in more detail: why it is important and what healthy financial wellbeing looks like, as well as giving your employees practical tips to help them look after their money better and be more confident when it comes to their finances.

 

Topics/ Areas covered

Over this course you will cover:

  • Why financial wellbeing matters
  • The causes of poor financial wellbeing
  • What good financial wellbeing looks like
  • How you can improve financial wellbeing
  • Tips to help you manage your money
  • The different financial products available
  • How to build a simple financial plan

Course Outcomes

This session is designed to give participants more confidence about and improve their relationship with their finances.

We will delve into financial wellbeing and give practical tips and ideas that can be implemented to improve your employees’ own wellbeing.

Causes and impact of poor financial wellbeing Icon

Causes and impact of poor financial wellbeing

We will highlight the causes of poor financial wellbeing and the impact that this can have.

Understanding what good financial wellbeing looks like Icon

Understanding what good financial wellbeing looks like

We will identify the pillars that lead to having good financial wellbeing.

Practical tips to improve financial wellbeing Icon

Practical tips to improve financial wellbeing

We will provide practical ideas and solutions to help your employees improve their financial wellbeing.

Who should take this course?

This course is suitable for all employees and staff who want to learn about how to improve their relationship with their finances.

How is it delivered?

This 90 min course is delivered through a 90-minute interactive webinar, with a Q&A session to wrap up the event.

Interactive webinars provide the opportunity to fully engage your employees and include polls and Q&A sessions.

News & Blog

Wellbeing FAQs

How do I purchase training credits?

You can book places for a number of our training courses online by viewing upcoming courses. For training packages, please call 0151 236 6608 to speak to a member of the team who can discuss your requirements and process your order. Alternatively, you may prefer to complete an Enquiry Form found on our Training page.  

How long do I have to use my training credits?

We understand that you may not know what training is needed right now, and that’s okay. This is why we give you 12 months from the date of purchase to use your credits. The benefits of this are: 

  • Perfect if you have an annual budget to spend on training and wish to receive great discounts.
  • Gives you time to assess what training is required, and share information with your employees and management teams. 
  • Purchase training in line with your wellbeing programme and wellbeing calendar for that year. 

Ask our sales team for further information on the different training sessions that are available.

How do I use my credits once I have purchased them?

All you have to do is contact our team and tell them what session you would like as well as the date and time you would like the training to take place. We will do the rest. When the session has been confirmed, you will receive a registration link. The link asks for the name and email address of the attendee. You can send this to individuals, or one person from your organisation can complete all of your attendee information. 

How do you deliver your training sessions?

We deliver training face-face and online. Currently, we have suspended our face-face training and are only providing virtual training. We use GoToWebinar and GoToTraining to deliver our courses. This software requires no download by users, and it means that we can provide the following: 

  • Interactive sessions that actively encourage participation using breakout areas, question & answer sessions and open discussions. The perfect virtual classroom experience.
  • Pre-recorded workforce training modules that are designed to deliver key messages consistently across your workforce.
  • Registration, attendee and feedback reports that can be shared with you at your request.

 

Are you interested in training that we don't have on our website?

Not a problem! We work with several affiliates and can accommodate a whole host of training. Get in touch and let us know your requirements, and we will do the rest. 

Can you deliver on-site training and health checks?

Yes, however, we have put a temporary hold on both. We will be continually reviewing this in line with government advice. If you have any requirements, let us know and we can see how we are able to assist. 

You can book places for a number of our training courses online by viewing upcoming courses. For training packages, please call 0151 236 6608 to speak to a member of the team who can discuss your requirements and process your order. Alternatively, you may prefer to complete an Enquiry Form found on our Training page.  

We understand that you may not know what training is needed right now, and that’s okay. This is why we give you 12 months from the date of purchase to use your credits. The benefits of this are: 

  • Perfect if you have an annual budget to spend on training and wish to receive great discounts.
  • Gives you time to assess what training is required, and share information with your employees and management teams. 
  • Purchase training in line with your wellbeing programme and wellbeing calendar for that year. 

Ask our sales team for further information on the different training sessions that are available.

All you have to do is contact our team and tell them what session you would like as well as the date and time you would like the training to take place. We will do the rest. When the session has been confirmed, you will receive a registration link. The link asks for the name and email address of the attendee. You can send this to individuals, or one person from your organisation can complete all of your attendee information. 

We deliver training face-face and online. Currently, we have suspended our face-face training and are only providing virtual training. We use GoToWebinar and GoToTraining to deliver our courses. This software requires no download by users, and it means that we can provide the following: 

  • Interactive sessions that actively encourage participation using breakout areas, question & answer sessions and open discussions. The perfect virtual classroom experience.
  • Pre-recorded workforce training modules that are designed to deliver key messages consistently across your workforce.
  • Registration, attendee and feedback reports that can be shared with you at your request.

 

Not a problem! We work with several affiliates and can accommodate a whole host of training. Get in touch and let us know your requirements, and we will do the rest. 

Yes, however, we have put a temporary hold on both. We will be continually reviewing this in line with government advice. If you have any requirements, let us know and we can see how we are able to assist. 

Our training, accreditation and employee benefit
packages can be tailored to your organisation

Get in touch today

Call us on

0151 236 6608

Lines open: Monday - Friday 9AM - 5PM