FinWELL Training Workshop Topics & Themes
We now offer 20+ interactive group workshops online and in-person covering a range of themes and topics along life’s financial journey.
This creates psychologically safe spaces giving your people a unique and engaging learning experience while also improving culture by bringing employee and leadership teams together to #TalkAboutMoney. Unsure what your people want? We can help you plan a data driven programme of activity by measuring the financial wellbeing of your workforce and establish their key areas of focus. |
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NOT ANOTHER BORING WEBINAR? NO WAY!
Get a taste of our online workshops?
Watch a short video recording to see what our interactive workshops are all about and how they have become a way to create psychologically safe spaces for employees and leadership teams to come together and #TalkAboutMoney and also gather personalised data for future activity.
Scroll down to see our most popular topics and themes, meet our trainers and see how these can be tailored for your employee network groups. |
Watch a clip of us in action...
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Most Popular Workshops
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Financial Health First Aid TrainingTrain your Senior Leaders, Managers, HR, DE&I, Wellbeing Champions and Mental Health First Aiders to spot the signs of poor relationships with money, have empathetic conversations around money and effectively signpost to relevant resources?
This is both reactive and proactive with ongoing support and ways to measure impact. We offer an online video based e-learning module alongside group workshops and 1-1 sessions. Online or In-Person | 90 minutes | Live Q&A | Follow Up Resources | Recording Included | Digital Learning Module Available | 1-1 Sessions Available |
Mastering Money Mindset
Did you know that our relationships with money is ingrained in us by the age of 7? This workshop is ideal for anyone who wants to understand and improve their relationship with money, learn about the psychology of money to consider and ultimately change their financial attitudes, behaviors, habits and decisions. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Recording Included | 1-1 Sessions Available |
Money Management Deeper Dive
A closer look at the first of our five key areas of focus along life's financial journey. This covers dealing with debt, basic budgeting, spending habits, emotional triggers, the psychology or money, emergency funds and neurodiversity. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available |
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Breakthrough Budgeting Live
Due to popular demand and feedback from other sessions, we've designed an engaging and interactive workshop where we will go through a live budgeting case study. This will include complimentary budgeting tools and resources to get on top of your money, take back control and start making savings. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available |
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Getting Through Redundancy
The current climate is challenging for everyone and unfortunately many companies will want to support their employees affected by redundancy. Our team have first hand, personal experience with this and how to get though it. We can help your teams deal with the emotional aspects while also taking practical steps to put proactive plans in place to minimise impact on both financial and mental wellbeing. Online or In-Person | 60 minutes | Live Q&A | Educational Content & Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available |
Protecting What's Important
This session will explain the areas you'll need to consider when it comes to protecting your income, your family and your future against both the unexpected and the inevitable. We will share real life case studies to maximise relevance and impact. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available *FinWELL do not offer financial advice |
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Getting On The Property Ladder
Join qualified and experienced professionals to understand how you can get onto the property ladder and what you need to consider. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available *FinWELL do not offer financial advice |
Mastering Your Mortgage
This is an ideal (and very topical) workshop for anyone concerned about the current interest rates and impact on mortgages and the property ladder in general. Join industry experts to understand the current climate and what options are available to you. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available *FinWELL do not offer financial advice |
FinWELL for Children and Parents
Join our experts to 'go back to school' and learn the basics around money and investing while also being able to then teach your children or grandchildren. Online | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included *FinWELL do not offer financial advice |
FinWELL for Young Adults
Join our experts to learn the basics around what young adults need to consider when starting out at the workplace and how to manage their money moving forwards. Perfect as part of your onboarding process. Online | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included |
Investing for your Future
Join qualified and experienced professionals to learn about the basics of investing in a new and engaging way. This will cover getting investment ready, the basic options and the power of compounding with real life examples and case studies. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available *FinWELL do not offer financial advice |
FinWELL for High Earners
Financial Wellbeing can be understood, measured and improved whatever your job role or income. Understanding the options when passing certain earning brackets could mean saving a lot of money while also investing tax-efficiently for your future and protecting your family. This workshop looks at what employees and business owners need to consider when earning above 50k, 100k and 120k. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available *FinWELL do not offer financial advice |
Modern Retirement Planning
Join experienced professionals and industry leaders in this interactive session to understand how people are planning for and enjoying a more modern retirement. This will include real life case studies and examples empowering you to take action. Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available *FinWELL do not offer financial advice |
Money Anxiety & The Menopause
We're delighted to support employees and leadership teams around the very real challenges created by both the menopause and also the financial anxiety, pressures and implications it can cause.
Online or In-Person | 60 minutes | Live Q&A | Follow Up Resources | Unlimited Attendees | Recording Included | 1-1 Sessions Available |
Healthy Eating On A Budget
Our new workshop combines healthy and sustainable eating that is affordable and also good for the planet. This will look at ways to never diet again but to look at your decisions and habits when it comes to food and improve physical wellbeing without it (literally) costing the earth. |
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Financial Abuse Specialist TrainingWith an increase in the identification of cases of financial abuse and coercive control, there has never been a greater need to protect those who sadly fall victim to it.
HR Managers, Wellbeing Leads, Champions & Mental Health First Aiders are perfectly placed to help support employees through this traumatic journey. |
FinWELL for WomenJust like Men, Women also have unique challenges when it comes to their own financial wellbeing.
From the gender and pensions pay gap, interrupted work lives, living longer, fallout from divorce and general lack of confidence, this session is perfect for your employee network groups dedicated to Women. |
FinWELL for Neurodiversity
We're seeing a huge increase in Neurodivisity and this adds even more challenges when it comes to managing money and financial wellbeing.
Hear from our team who experience this on a day to day basis themselves and within their family and learn potential solutions to consider. |
MEET OUR SPEAKERS & TRAINERS
Ryan Briggs
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Justine Piercy
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Mark Humphrey
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Lucy Wallington
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Nuz Chagan
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Vanessa Sturman
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John Piercy
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Tracey Taylor
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WHAT DO PEOPLE SAY?
Hannah - Hays
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Neisha - Sutton Council
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Natalie - Babcock
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Nicky - A2Dominion
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“Don't wait until tomorrow to sort out your financial wellbeing for unexpected life incidents. The session was very informative, it was perfect."
"It perfectly set the scene for what to expect on the future talks. I feel in this ever evolving world, such talks on stabling your emotions to finance (i.e. taking back control etc), are never more pertinent. I am hugely thankful for our employer for giving us support/information/understanding in such a great way from these engaging professionals so thank you very much for organising."
"I thought it was both informative & thought provoking. I see a big benefit in this for many of our younger colleagues as thinking back & rewinding say 25 years, I would have found it extremely beneficial & may be steered down a more structured, beneficial financial path than where I was meandering! With the follow up drilled down into the four groups with different specialists in those areas this should prove particularly interesting & beneficial to many."
"I found it really helpful. I made a note of the 50/30/20 rule and I’m definitely going to try and implement that! I would be really keen to have a 1-2-1 session if the opportunity ever came up."
"It perfectly set the scene for what to expect on the future talks. I feel in this ever evolving world, such talks on stabling your emotions to finance (i.e. taking back control etc), are never more pertinent. I am hugely thankful for our employer for giving us support/information/understanding in such a great way from these engaging professionals so thank you very much for organising."
"I thought it was both informative & thought provoking. I see a big benefit in this for many of our younger colleagues as thinking back & rewinding say 25 years, I would have found it extremely beneficial & may be steered down a more structured, beneficial financial path than where I was meandering! With the follow up drilled down into the four groups with different specialists in those areas this should prove particularly interesting & beneficial to many."
"I found it really helpful. I made a note of the 50/30/20 rule and I’m definitely going to try and implement that! I would be really keen to have a 1-2-1 session if the opportunity ever came up."
"I loved that the session was interactive. I felt relaxed about sharing some tips I have and also asked about what I could do to help myself. It's a reminder that no matter what you earn, managing your money is so important – whatever you want it for or what situation you are in."
“I liked the fact that the information was clearly presented with helpful resources recommended to us. People should attend the session to better understand what help and guidance is available. I didn’t feel like the session could actually be improved really – it was helpful and concise, and it was good to be able to interact and share our experiences and concerns.”
“My favourite thing was the collaborative aspect and getting attendees involved. People should attend this session to get a better understanding of the help that’s available and to know you’re not alone in having money worries.”
“I liked the fact that the information was clearly presented with helpful resources recommended to us. People should attend the session to better understand what help and guidance is available. I didn’t feel like the session could actually be improved really – it was helpful and concise, and it was good to be able to interact and share our experiences and concerns.”
“My favourite thing was the collaborative aspect and getting attendees involved. People should attend this session to get a better understanding of the help that’s available and to know you’re not alone in having money worries.”
“The session was very informative especially the estate part. It was also great that they talked abut how important it is to have a Will in place.”
“This was an excellent presentation with plenty of interaction from the audience. All questions asked received an answer.”
“I learnt some things about my pension options and need to look after my finances better and be better prepared for the future”
“Good knowledge of pensions, very helpful.”
“I learnt some things about my pension options and need to look after my finances better and be better prepared for the future”
“Good knowledge of pensions, very helpful.”