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.
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.
“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 - Apprentice - Coca-Cola Europacific Partners
“It’s crucial that apprentices get financial education and wellbeing training support, especially in their first year of work.”
Alexia Williams - Former Apprentice & Chartered Engineer - Rolls Royce
