book FINWELL training 

An interesting and insightful look into the psychology of money and how your teams can understand, measure and improve financial wellbeing unlocking personal performance and happiness.

This is ideal for a small group of up to ten team members, managers, leaders or c-suite executives.

Includes:

• Interactive and engaging discussion around what financial wellbeing means and the links to mental health and personal happiness

• Understand, measure and improve financial wellbeing in four simple steps

• Establish your FinWELL Money Scores, Areas of Focus, Personal Goals and Next Steps

• Explore some of the key principles within Morgan Housal’s best selling book ‘The Psychology of Money’ (10 million copies sold globally)

• A copy of the book for all attendees

• Session workbook for all attendees

• Anonymous data insights presented back to employer

Special Offer - Free FinWELL Insights Survey for all employees

Simply book an initial call with our team and we’ll share our how we can gather these employee data insights for you or simply share the questions we use for free.

CPD Foundation Training empowering the next generation to healthier relationships with money along life’s financial journey. Module 1 of 2.

£950 + vat | 10 Attendees | 120 Mins | Online/In-Person | Interactive & Engaging | Includes CPD Certified FinWELL Evaluation Tool | Recording Included | Attendee Workbook | Data Insights Generated and Presented Post Workshop | Access to the FinWELL Learning Academy


Agenda

Part 1

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

• What are your biggest challenges?

• How to Measure and Improve Financial Wellbeing in Four Steps using our CPD Certified FinWELL Evaluation Tool

• Understanding your pay, tax and national insurance

• Basic Banking

• Keeping your money safe

Part 2

• Mastering Monthly Money Management

• Break-through Budgeting

• Building financial resilience with emergency funds

• The FinWELL Challenge - How much can you save?

• The secrets to credit scores and debt

• Smart savings and a

• An introduction to investing

• Setting your FinWELL Goals

• Accessing the FinWELL Learning Academy

• Live Q&A

FinWELL Trainer - Justine Piercy

Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!

With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.

Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team) her daughter and two dogs Uma and Denzel.

Our most popular workshop and the best way for UK and Global employers to get started with financial education & wellbeing for their teams (in our humble opinion!)

£950 + vat | 60 Mins | Online | Unlimited Attendees | Includes our CPD Certified FinWELL Evaluation Tool | Interactive & Engaging | Recording Included | Attendee Worksheet | Data Insights Generated and Presented Post Workshop | Includes access to the FinWELL Fitness Learning Academy for 12 months

Agenda

• What does healthy financial wellbeing look like?

• The links between financial wellbeing, mental health and performance

• Exploring the current challenges

• Interactive Exercise: Measure and improve financial wellbeing in four simple steps with our CPD Certified FinWELL Evaluation Tool

• Establish areas of focus, personal goals and plan of action

• Top Tips on key areas of focus from money management, the property ladder, financial protection, investing for the future, pensions and modern retirement planning

• Follow up resources and next steps with access to the FinWELL Fitness Learning Academy online platform for 12 months

• Live questions and answers

• Perfect for UK and Global Employers (available in English, Spanish & Portuguese)

FinWELL Trainer - Justine Piercy

Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!

With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.

Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team, her daughter and two dogs Uma and Denzel.

Empower your teams to start saving, build healthier relationships with money and boost financial resilience!

*This training is most effective once you have your payroll-based workplace saving scheme in place.

We can also help you implement pay-roll based, workplace saving schemes at no cost to you or your employees and then maximise engagement while measuring outcomes and impact.

£950 + vat | 60 Mins | Online/In-person | Unlimited Attendees | Interactive & Engaging | Recording Included | Includes our CPD Certified FinWELL Evaluation Tool | Data Insights Generated and Presented Post Workshop | Access to the FinWELL Fitness Learning Academy for 12 months

Agenda

• Interactive Exercise: Measure and improve financial wellbeing in four simple steps with our CPD Certified FinWELL Evaluation Tool

• What’s stopping us from saving and investing?

• Dealing With Manageable & Unmanageable Debt

• Budgeting Basics - What do you do?

• Portion Controlling Your Money with the ABC Approach

• Savvy Spending Habits - Top Tips

• Building Emergency Funds - Why, How and How Much?

• How to Manage and Save Money?

• Sign up to the Workplace Savings Challenge?

• Includes access to the FinWELL Fitness Learning Academy online platform for 12 months

• Live Q&A

FinWELL Trainer - Justine Piercy

Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!

With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.

Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team) her daughter and two dogs Uma and Denzel.

A chance to empower women of all ages to greater financial resilience, wellbeing and freedom.

£950 + vat | 60 Mins | Online | Unlimited Attendees | Interactive & Engaging | Includes our CPD Certified FinWELL Evaluation Tool | Recording Included | Data Insights Generated and Presented Post Workshop | Includes access to the FinWELL Fitness Learning Academy online platform for 12 months

Agenda

• What are the challenges for women?

• What is in your power?

• Interactive Exercise: Measure and improve financial wellbeing in four simple steps with our CPD Certified FinWELL Evaluation Tool

• Money Mindset

• Saving, Budgeting & Managing Money

• Financial Resilience & Building Emergency Funds

• Investing in your Future

• Choosing FinWELL Goals & Challenges

• Access to the FinWELL Fitness Learning Academy online platform for 12 months

• Live Q&A

FinWELL Trainer - Justine Piercy

Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!

With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.

Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team) her daughter and two dogs Uma and Denzel.

Sharing personal lived experience and professional expertise around the various challenges for men in the modern world, how we can support them and how they can support themselves.

£950 + vat | 60 Mins | Online or In-Person | Unlimited Attendees | Interactive & Engaging | Includes our CPD Certified FinWELL Evaluation Exercise | Recording Included | Attendee Worksheet | Data Insights Generated and Presented To Employer Post Workshop

Agenda

• Sharing personal stories

• Understanding the modern pressures, struggles and challenges for men

• What are the links between money and mental health specifically for men?

• What are the additional challenges with neurodiversity?

• What can you do to help the men in your life?

• What can men do to help themselves?

• EVALUATION EXERCISE: Measure and Improve Financial Wellbeing in Four Simple Steps with our CPD Certified FinWELL Evaluation Tool

• EFFECTIVE SIGNPOSTING EXERCISE: What key resources do you need to know about?

• Book Prize Give-aways: ‘Be a Man about it!’ by George Bell and the Amazon Best Selling, ‘52 Weeks of Wellbeing’ by Ryan Hopkins

• Live Q&A

FinWELL Trainer - Ryan Briggs

Ryan is the founder of FinWELL and is also a proud mental health first aider, ambassador and advisory board member of the R;pple Suicide Prevention Charity.

He co-founded the not-for-profit, Let’s Improve Working Wellbeing CIC and is part of the Global Wellbeing Institute Leadership Team.

Ryan is also a former professional football player and shares his personal lives experience and challenges around money and mental health for men.

Special Guest Trainer - Ross Abbott

Ross is an ex-military, mental health, suicide prevention and neurodiversity trainer.

He is extremely passionate about helping others and is happy to share both his personal lived experience and extensive expertise to be a catalyst for positive change.

A percentage of the fee for this workshop will be paid to either the Ripple Suicide Prevention Charity or the Mid Kent Mind Charity.

A popular new workshop for employees to understand how much they might need in retirement and later life, what they have right now and how to utilise the time and income potential they have left to fill the gap.

£950 + vat per block of 10 places | 60 Mins | Online | Includes our CPD Certified FinWELL Evaluation Tool | Interactive & Engaging | Recording Included | Attendee Worksheet | Data Insights Generated and Presented Post Workshop / Includes access to the FinWELL Fitness Learning Academy online platform for 12 months

Agenda

• What does your future look like?

• How much will you need, your magic numbers and what have you already got?

• What is your ‘gap’ and how can you use the time you have left to fill it?

• The power of starting early & long-term investing

• Your two magic buckets

• Professional Advice or DIY (Do It Yourself) and Advice Options

• Follow up resources and next steps with access to the FinWELL Fitness Learning Academy online platform for 12 months

• Live questions and answers

FinWELL Trainer - John Piercy

John (Justine our Head of Training’s husband) has enjoyed a thirty year career in financial services as a qualified financial planner, managing teams of advisers and support staff.

JP (as he’s known to the team) is our pensions and investments specialist sharing education, guidance and support via our online and in-person training and also heading up our 1-1 Support Services.

John is also the chairman of his local parish council and is happiest when out cycling!

*IMPORTANT - FinWELL do not sell any financial products and not give financial advice. We do not promote, endorse or recommend any regulated products, providers or services.

Empower your HR, Executive Team and C-Suite or up-skill Key Employees, Leaders, Managers, Wellbeing Advocates and Mental Health First Aiders with our Financial Wellbeing Champion Training including two years ongoing support. (Train the Trainer options also available)

£950 + vat | Blocks of 4 Places | 180 Mins | Online/In-Person (min 8) | Access to the FinWELL Learning Academy | Ongoing Training & Support | CPD Certified | RRP £245 + Vat Per Person

Key Elements

• Ideal for exec & c-suite, leaders, managers, mental health first aiders, wellbeing champions and key employees

• CPD Certified

• 2.5 hour group workshop and 2 × 15 mins online e-learning modules

• Attendee Workbook

• What does the data say?

• What does healthy Financial Wellbeing look like?

• The links to Mental Health & Suicide Prevention?

• Why is this needed?

• The role of a FinWELL Champion

• Putting your own oxygen mask on first

• Spotting the signs, empathetic conversations and effective signposting

• Enhancing engagement with your existing employee benefits

• Includes 2 years access to our FinWELL Champions Learning Academy online platform

  • Monthly Live Masterclasses covering a range of money topics and themes

  • On-demand Video Hub Recordings

  • Step-by Step FinWELL Guides & Money Lessons

  • ‍FinWELL Champions Assemble online catch-up events to connect, learn and share from best practice

  • 24/7 Ask Fin Q&A Service

FinWELL Trainer - Justine Piercy

Justine has been with FinWELL from the very beginning and is passionate about helping anyone and everyone improve their financial wellbeing and relationship with money and mental health!

With 25+ years experience within banking and financial services, Justine leads our training team spending her time delivering workshops, training FinWELL Champions, signing off FinWELL Champion Instructors and looking after clients.

Based in Market Harborough, Leicestershire, Justine lives with her husband John (also in the FinWELL Team) her daughter and two dogs Uma and Denzel.

1-1 Financial Guidance Sessions can be a an extremely valuable employee benefit to improve financial wellbeing and are most effective and impactful when combined with our groups workshops.

£750 + vat per block of 10 Sessions | 30 Mins | Online/In-Person as part of a Half-Day Training

Key Elements

• Experienced Trainers

• Cover all money matters along life’s financial journey

• Establish or confirm personal goals

• Measure Financial Wellbeing

• Suggest practical next steps

• Answer specific questions

• Effective guidance and signposting to your existing employee benefits and relevant resources

• No product selling or advice given

• Simple online booking process via trackable credit system

• Anonymous feedback generated

Head of Financial Guidance

John (Head of Training Justine’s husband) has enjoyed a thirty year career in financial services as a qualified financial planner, managing teams of advisers and support staff.

JP (as he’s known to the team) is our pensions and investments specialist sharing education, guidance and support via our online and in-person training and also heading up our 1-1 Support Services.

John is also the chairman of his local parish council and is happiest when out cycling!