Financial Wellbeing is not a destination - it is a practice that can have a significant impact on our overall health and wellbeing.
Working alongside the leading experts in this field, we design and deliver engaging workshop experiences focused on embedding positive financial behaviour in every day life.
Find out more about how we can work together below.
Workshop - Introduction to Personal Financial Wellbeing
This workshop introduces the key drivers of subjective financial wellbeing and how these can be adopted into everyday life. This workshop provides a framework for each participant to take control of their financial health as part of their overall wellbeing.
Our evidenced-based learning ensures every participant leaves with a positive shift in their relationship with money now and into the future.
Perfect for lunchtime learning or dedicated employee wellbeing support, this workshop experience focuses on the learning outcomes below.
Learning Outcomes
Can define financial wellbeing in terms of both objective and subjective dimensions.
Can identify the core skills that underpin personal financial wellbeing.
Can honestly assess their own current financial wellbeing across both dimensions.
Can name at least one specific area to develop and articulate a first step.
Leaves with reduced financial shame and increased sense of agency.
Workshop - Planning for the future with confidence
Our unique workshop experience allows each participant of any age to create their own vision of future life. This workshop lifts people into the future — using those foundations to plan with genuine confidence, not just hope.
Together our introductory workshops form a complete arc: where you are → where you want to be → how to get there.
Building on the Introduction to Personal Financial Wellbeing workshop, this workshop experience focuses on the learning outcomes below.
Learning Outcomes
Can articulate a personal financial goal that is specific, realistic and emotionally meaningful.
Can apply a decision framework to a major financial choice they are currently facing.
Can explain the key components of financial resilience and identify their own gaps.
Leaves with a first-draft personal financial plan covering the next 12 months.
Leaves with genuine confidence that a good financial future is achievable.
Money Intelligence Workshop Programme
Building on empirical evidence we are delighted to now offer our Money Intelligence Programme to employers as part of their wellbeing agenda.
Our Money Intelligence is a four-workshop programme that builds financial skills and addresses the beliefs, biases and anxieties that determine whether those skills get used. The 4-part program incorporates
Money Skills
Money Behaviours
Money Psychology
Money Planning
What you as the employer get:
Every participant completes a validated pre and post assessment measuring financial knowledge, financial self-efficacy, financial anxiety, and financial behaviour. Organisations receive an impact report at the end of each programme cohort. The assessment battery draws on the Personal Financial Wellness Scale, the Brief Self-Control Scale, and validated financial literacy measures.
Perfect for a dedicated learning day or over a four-week cycle, the four-part Money Intelligence experience focuses on the following learning outcomes:
Learning Outcomes
A complete financial skills toolkit.
Confidence reading payslips and financial documents.
Practical tools for budgeting, saving, and debt management.
Understanding of pensions, ISAs, and long-term planning.
Awareness of their own money scripts and patterns.
Tools to recognise and manage financial anxiety.
A decision framework that works under real-life pressure.
Lasting behaviour change, not just information.
Get in Touch
Drop your enquiry in the form below and we'll aim to get back to you in 48 hours.
Feel free to drop us an email at admin@financialwellbeinglab.com