Financial Wellbeing

  • Managing your wealth effectively
  • 60 Min, 2 Hrs, 1 Day
  • Webinar, Live Virtual Class, Face to Face
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Are you doubtful if you will be able to meet your financial goals? Do you feel financially insecure? Are you looking for guidance on money matters?

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More Details


CIPD study found that one in four employees report money worries have affected their ability to do their job, one in ten find it hard to concentrate or make decisions at work because of money worries and 19% have lost sleep worrying about money, all of which impact on productivity.  It is important that employees feel confident to meet current & ongoing financial obligations, feel financially secure, and is able to make choices that allow them to live life to the fullest.  This interactive & highly practical program is designed to give participants to learn about money management principles and action they can initiate to secure their financial wellbeing.

Target Audience

Everyone who is looking to work on their financial wellbeing.

  • Maximum – 30 participants in a Virtual class & Face to face
  • Maximum – 250 participants in a Webinar


  • Improved mindset of planning for the future
  • Ability to manage money effectively
  • Awareness of money management principles
  • Skills to improve one’s financial hygiene
  • How to make your money work harder

Course Content

  • Principles of financial planning
  • SMART Goals- understanding how to frame your financial goals
  • Understanding Insurance and who needs it
  • Investment strategies


  • Multiple Delivery Options – F2F, Facilitator led Virtual Session, Webinar
  • Highly interactive facilitator moderated discussions, Presentations, Individual & Group exercises, Roleplays, App-based activities, Videos, Q&A


Multiple Delivery Options:

  • Webinar – 1 hour
  • Facilitator Led Virtual - 2 hours
  • Face to Face – 1 day

Optional Customisation

  • Duration of programs based on specific organisational needs
  • Multiple sessions can be organised during the day
  • Training needs analysis prior to design and delivery – to baseline exact requirements for maximum program value and impact
  • Follow-up programs and individual coaching sessions for greater effectiveness

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