Kick Off (1).png
Kick Off (1).png

Kick Off Launch Workshop

£950.00

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.

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.

What people say?

“This was the perfect way for us to start with financial education and wellbeing support back in 2022 and gave us the data insights to then build upon our now award-winning financial wellbeing programme. This also then led to working with our global teams and rolling out FinWELL Champion Training in each country so would highly recommend!”

Hannah Pearsall - Hays


“It can be hard to know where to start when it comes to financial wellbeing but this was a great way to introduce what it means, the links to mental health and also give all employees a way to measure it with the FinWELL Money Scores and create personal plans and practical outcomes to follow up on after the session”

Natasha Hill - Devon, Cornwall & Dorset Police

“The kick off workshop was a brilliant way to start conversations around money while helping our employees understand what they need to focus on and then get access to FinWELL’s tailored follow up training, support and other resources.”

Katie Compton - University of Birmingham