Financial Wellbeing
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?
Course Description
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 enable participants to learn about money management principles and action they can initiate to secure their financial wellbeing.
Most Suitable For
Everyone who is looking to work on their financial wellbeing.
Key Learning Outcomes
- 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
Coverage
- Principles of financial planning
- SMART Goals- understanding how to frame your financial goals
- Understanding Insurance & who needs it Investment strategies
- Tax planning
Andragogy
- Case studies, self-reflections & assessment, individual & group exercises, role plays, quizzes, chat, videos, App based activities, Q&A. (Need based pre & post program assessment )
Offerings
- F2F, Live Virtual Class & Webinar mode
- X’CEL approach for highly experiential, contextualised to the client’s business context for learner delight
- Optional Customization - Duration of Programs
- Training needs analysis prior to design and delivery for maximum program value & impact
- Pick & choose from a ready list or we can create one for you
- Facilitators with 15+ yrs. experience with deep subject knowledge & specialization
What Participants Say
XL Health - Optum
We really enjoyed the session. And there were lots of concrete math examples which make it easier to understand. Very good slides which we have seen during session and easy to understand . So will start investing by keeping all shared pointers in mind . Thanks for timings .
Collins aerospace
Very good information on financial planning. Especially health insurance and risk factors in equity and other market options various
Caterpillar
Very informative session, good to have the presentation for us to work on investments, Facilitator was well knowledgeable on the topic. Really gave good overview and addressing random queries.
XL Health - Optum
It was great session, really an eye-opener! Thank you sharing your expertise and insights with us, Anuja. We are sure we will be able to work towards Smart Goals before thinking about investing.
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