FinWELL Training Topics & Themes
As part of your FinWELL package, we offer interactive group workshops that can be followed up with 1-1 guidance sessions covering a range of themes and topics along life’s financial journey.
This will enable you and your teams to understand and improve financial and mental wellbeing through education, guidance, support and advice.
Take a look at the various sessions below and contact us to discuss a corporate package.
Coming Soon - FinWELL Life Events, Neurodiversity, Bereavement, Divorce, Retirement, Empowering Women and High Earners.
This will enable you and your teams to understand and improve financial and mental wellbeing through education, guidance, support and advice.
Take a look at the various sessions below and contact us to discuss a corporate package.
Coming Soon - FinWELL Life Events, Neurodiversity, Bereavement, Divorce, Retirement, Empowering Women and High Earners.
Popular Training & Workshops
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Financial & Mental Health AwarenessThis is your opportunity to upskill your Leadership, Management, HR & Wellbeing Team, Champions and Mental Health First Aiders.
Looking at spotting the signs, encouraging empathetic conversations, effective signposting, neurodiversity and financial abuse within your teams. |
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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. |
Additional Topics & Themes
What is 'Financial Wellbeing' and how to improve yours in four simple steps?
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Session Details:
Interactive Online Group Workshop (corporate clients) | 45 mins | Q&A This session covers:
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What People Say?
“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."
Money Management and coping with the Cost of Living Crisis
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Session Details:
Online | 45 mins | No paperwork required | No need to divulge personal information | Q&A This interactive session covers:
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What People Say?
"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.”
How to protect your income and family against the uncertain or unexpected?
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Session Details:
Online | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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What People Say?
“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.”
Making your money work harder for you and the importance of a
Future Income Plan (FIP)
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Session Details:
Online or Face to Face (corporate clients) | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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What People Say?
“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.”
Getting onto the property ladder and make mortgages work for you?
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Session Details:
Online | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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Money Matters for Parents & Children - How to invest for your children/grandchildren and give them the best start in life?
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Session Details:
Online or Face to Face (corporate clients) | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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How to plan for key life events such as education fees, weddings or later life?
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Session Details:
Online or Face to Face (corporate clients) | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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FinWELL for High Earners - How to reduce tax, utilise annual allowances and make your money work harder as a higher earner (50k-120k+)
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Session Details:
Online or Face to Face (corporate clients) | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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How to plan for a modern retirement, maximise income while making it last?
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Session Details:
Online or Face to Face (corporate clients) | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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How to protect an inheritance for your family and pass it on tax-efficiently?
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Session Details:
Online | 45 mins | No paperwork required | No need to divulge personal information This session covers:
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FinWell offers financial wellbeing services through education, guidance and support.
No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as financial advice.
We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partner providers.
No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as financial advice.
We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partner providers.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
COMPANY NUMBER: 14126502
PRIVACY NOTICE
