Financial Wellbeing

Course Duration is 1/2 Day

£425.00 Plus VAT (per person)

Have more than 2 delegates? Talk to us about our closed group courses.

Delivery Method

Open Public Courses – Virtual Delivery Only  Closed Group Courses – Face To Face and Virtual Delivery

Business Benefit

If your staff have money worries, they will be less effective at work. This course will help them begin top address those problems, and then focus better at work.

Who Should Attend

All members of staff who feel they may benefit from this course.

Learning Outcomes

Take stock of your personal financial situation,
Develop a variety of relatively painless changes that will help your finances.
Be aware of the financial issues surrounding the big decisions in life.
Be able to set a personal budget and deal with your debt.

Course Content

Taking Stock- measuring and income, expenditure and debt levels.
Finding extra income.
Reducing Costs- Making easy changes.
Managing the big things in life.
Setting a budget and dealing with debt.
Action Planning.

How to Book

Dates below represent open public courses only. To book this course, please select an available date and click the book now button below to complete the booking. Have two or more people to train – you may consider a closed group course. Contact us on [email protected] to discuss specific date and delivery requirements.


Measuring The Success


The purpose of your training is learning new skills and/or changing behaviour. We can help you measure this!

To evaluate how successfully the attendees are doing this, delegates can attend a Workplace Implementation session during the skills transfer period. The cost of the session is £595+VAT delivered virtually and lasts for 2.5 hours.

During the Workplace Implementation session the individuals will either on a 1-2-1 basis or as a group discuss the challenges and successes they have experienced during their skills transfer period.
This will include what they are doing differently as a direct result of the training and how this has positively impacted the organisation.
This is an excellent way to encourage the learning, support the skills transfer into the workplace and act as a measure to evaluate the training.

We compile this information into a report so that you have evidence of your return on investment.