FINANCIAL EDUCATION for Apprentices & young adults...

Are you a leading employer in your sector?

Would you like to offer award-winning, CPD Certified Financial Education and Wellbeing Training as part of your onboarding process each year for a healthy, happy and productive workforce.

We have a huge focus on Apprentices, Young Adults and Early Careers having successfully piloted our training with the likes of Aston Martin, Bovis, University of Birmingham, Coca-Cola, Devon, Cornwall & Dorset Police, Gallagher Group, Galliford Try, Hays, Lloyds Banking Group, Skanska, Sir Robert McAlpine, Volker Fitzpatrick, Vinci and others.

Watch our videos and scroll down to find out how we can support you and your teams…

What do attendees say?

“We don’t learn about money at school and it’s so important for the rest of your life so I’d highly recommend for all apprentices in all sectors.”
Sydney Miller, Gallagher construction group

“I FOUND THE TRAINING really BENEFICIAL As MONEY SKILLS ARE critical IN WORK AND LIFE. tHIS IS IDEAL TRAINING ESPECIALLY WHEN STARTING YOUR CAREER.”
nathan osew, coca-cola EUROPACIFIC PARTNERS

What The Data Says…

Deloitte’s global survey of 23,000+ Gen Zs and Millennials finds these generations are focused on growth and learning as they pursue money, meaning, and well-being.

Living month to month

Feeling financially uncertain

Worried about their future

What impact is our training having?

Improved confidence

Recommend to colleagues

Improved productivity

Reduced absenteeism

Talent retention

common outcomes, goals & actions

CONTACT OUR TEAM

ABOUT OUR TRAINING…

CPD Certified Foundation Training for Apprentices and Young Adults


As part of the campaign linking financial wellbeing, mental health and suicide prevention alongside Mental Health First Aid England and the R;pple Suicide Prevention Charity, we’re passionate about supporting apprentices and young adults in every sector.


We’ve initially created a 2 hour (or two x 1 hour) interactive training workshop empowering the next generation to build healthier relationships with money and master personal finances.

This training is CPD Approved and Certified.


Part 1 Covers:

✅ What is financial wellbeing & the links to mental health?

✅ What are the main challenges?

✅ Measuring and improving financial wellbeing in four simple steps

✅ Understanding your pay slip, tax and national insurance

✅ Basic bank & savings accounts

✅ Choosing your FinWELL goals



Part 2 Covers:

✅ Brilliant budgeting & magic money management

✅ Building financial resilience and emergency funds

✅ The secrets to credit and debt

✅ An introduction to basic investments

✅ FinWELL Challenge - How much can you save?

✅ Accessing the FinWELL Learning Academy

✅ Live Q&A

Includes access to the FinWELL Learning Academy


To compliment this learning, attendees can also then access The FinWELL Learning Academy.

This enables them to:

  • Measure their own financial wellbeing with our FinWELL Money Scores

  • Choose areas of focus and goals to create a personal FinWELL Plan

  • Access educational content including videos, event recordings, guides and podcasts

  • Attend monthly live masterclasses

  • Book 1-1 guidance sessions

  • Ask money questions 24/7

Part 3 & 4 - Investing in Your Financial Future

We are now working on module three and four which will cover pensions, investing and ways to create your desired financial future.


CPD Certified FinWELL Champion Training

Learners also have the opportunity to go on to complete our CPD Certified FinWELL Champion Leadership Training to also be able to support colleagues, friends and family members with a version specifically designed for the next generation.


download brochure and 2026 programme dates

DOWNLOAD BROCHURE
DOWNLOAD 2026 DATES

now available as a piilot programme for just £950 + vat

LEARN MORE

MAKE ENQUIRY

MEET THE TEAM…

JUSTINE PIERCY

HEAD OF TRAINING
FinWELL

PAUL CROFT

L&D Specialist
Consultant

EMILY PEARSON

L&D Manager/Vice Chair
SW Apprenticeship Network

CONTACT OUR TEAM