Summary

FAQs

• Who is the workshop intended for?

  The workshop is designed for employees of all levels, regardless of their prior financial knowledge. It is especially beneficial for those looking to improve their personal financial management skills.

• How long is the workshop?

  The workshop is 4 hours long, including short breaks and interactive activities.

• What topics will be covered in the workshop?

  The workshop covers financial foundations, budgeting and saving, managing debt and credit, basic investing, retirement planning, and insurance.

• Is the workshop interactive?

  Yes, the workshop includes interactive activities such as budgeting exercises, credit score simulations, and investment games to ensure participants can apply what they learn.

• Will there be any breaks during the workshop?

  Yes, there will be short breaks to ensure participants remain engaged and comfortable throughout the session.

• What will I receive after the workshop?

  Participants will receive workshop materials, personal financial assessment tools, outputs from interactive exercises, a resource compendium and optional follow-up support.

• Is there any follow-up support available?

  Yes, participants will have access to a follow-up email series with additional tips and resources, as well as the opportunity to schedule one-on-one coaching sessions.

• How do I register for the workshop?

  Registration details will be provided by your employer. Typically, this involves signing up through an internal system or contacting the HR department.

• Do I need to bring anything to the workshop?

  You do not need to bring anything specific. However, bringing a notebook and pen or a laptop/tablet for note-taking can be helpful.

• Is there a cost for employees to attend?

  The workshop is typically sponsored by the employer, so there is no cost for employees to attend.

• Can the workshop be customized for our organization?

  Yes, the workshop can be tailored to meet the specific needs and interests of your organization and its employees.

• How can I provide feedback after the workshop?

  Participants will be given feedback forms at the end of the workshop to share their thoughts and suggestions.