Financial Services: Financial Wellbeing for Employees

Financial wellbeing affects everything: your peace of mind at home, your confidence in everyday decisions, and your ability to show up focused and resilient at work. This course is designed for all employees — regardless of income, background, or financial knowledge — to make money feel clearer, calmer, and more manageable.

What You’ll Learn:

• Money habits: identifying harmful patterns and building beneficial ones
• Budgeting: the 50/30/20 rule, tracking expenses, and managing monthly costs
• Credit & debt: credit scores, loans, credit cards, BNPL, and mortgages
• Debt strategies: Avalanche and Snowball methods, writing to creditors, debt recovery
• Growing your money: savings, investments, ISAs, index funds, and compound interest
• Retirement planning: workplace pensions, State Pension, employer matching, starting early
• Digital tools: apps and technology to manage finances in the modern world
• Role play scenarios: real-life practice conversations

Why Every Employee Needs This:

• Financial stress can reduce focus, confidence, and productivity during the working day.
• Money worries can affect morale, relationships, and overall mental health.
• Financial education empowers people to make informed decisions and avoid costly mistakes.
• When employees feel more in control of money, they bring more energy and stability to work and life.

The Transformation

For You as an Individual

• Reduced financial stress
• Greater confidence
• Better decisions
• Long-term wealth building

For Your Organisation

• Improved focus and productivity
• Reduced absenteeism
• Stronger morale
• A more financially resilient workforce

Your financial future starts here. Let’s build it together.

Best regards,

Baba Oyewole FCCA