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Financial Services: Financial Wellbeing for Employees
Role Play
What you'll learn
- How financial stress affects workplace performance and mental health as well as what to do about it
- Identify your own money habits — both beneficial and harmful
- Articulate your personal financial values and align your spending with them
- Set SMART financial goals and create a plan to achieve them
- Automate your savings using the "pay yourself first" principle
- Understand Personal Credit Products: overdraft, credit card, loan, and BNPL
- Build and maintain an emergency fund
- Track your monthly spending accurately using digital tools
- Practise mindful spending and apply the 24-hour rule to impulse purchases
- Understand what a credit score is and how it impacts you
- Identify actions that improve or damage your credit score
- Understand how mortgages work and how to manage one effe
- Recognise the warning signs of problem debt and know what to do
- Apply the Avalanche and Snowball methods to clear debt strategically
- Understand the concept of compound interest
- Apply the 50/30/20 budgeting rule
- Read and understand your payslip, including gross pay, net pay, and deductions
Explore related topics
Course content
10 sections • 42 lectures • 2h 20m total length
Requirements
- An open mind and a willingness to reflect on your current money habits
- A device to access the course (phone, tablet, or computer)
- Basic literacy
- A commitment to taking at least one action
Description
Financial wellbeing affects everything: your peace of mind at home, your confidence in everyday decisions, and your ability to show up focused and resilient at work. This course is designed for all employees — regardless of income, background, or financial knowledge — to make money feel clearer, calmer, and more manageable.
What You'll Learn:
Money habits: identifying harmful patterns and building beneficial ones
Budgeting: the 50/30/20 rule, tracking expenses, and managing monthly costs
Credit & debt: credit scores, loans, credit cards, BNPL, and mortgages
Debt strategies: Avalanche and Snowball methods, writing to creditors, debt recovery
Growing your money: savings, investments, ISAs, index funds, and compound interest
Retirement planning: workplace pensions, State Pension, employer matching, starting early
Digital tools: apps and technology to manage finances in the modern world
Role play scenarios: real-life practice conversations
Why Every Employee Needs This:
Financial stress can reduce focus, confidence, and productivity during the working day.
Money worries can affect morale, relationships, and overall mental health.
Financial education empowers people to make informed decisions and avoid costly mistakes.
When employees feel more in control of money, they bring more energy and stability to work and life.
The Transformation
For You as an Individual
Reduced financial stress
Greater confidence
Better decisions
Long-term wealth building
For Your Organisation
Improved focus and productivity
Reduced absenteeism
Stronger morale
A more financially resilient workforce
Your financial future starts here. Let's build it together.
Best regards,
Baba Oyewole FCCA
Who this course is for:
- Early-Career Employees
- Mid-Career Professionals
- Experienced Employees
- Employees Facing Financial Pressure
- Anyone Planning for the Future
- This course is suitable for any employee who earns, spends, saves, or borrows money — which means everyone
- HR Professionals
- Entrepreneurs
- Senior Exceutives
- HR Director