18 Feb 2021


The negative impact of Employee’s financial issues hasn’t gone unnoticed by employers. Employee’s Personal Financial issues normally manifest themselves in the workplace as they moonlight to get some extra money. This causes anxiety, depression, absenteeism and productivity problems that affect your organization productivity. A significant percentage of employees admit that their personal finances have been a distraction at work. Personal Financial Education is a basic life management skill that every employee should be equipped with to help them manage their personal finances better.

The current trend is employees looking up to their Employers for help with building their financial fitness. Worldwide, it has become clear that providing financial management skills to employees is not only beneficial to them, but also for the Employer’s bottom line as well. It is also gradually being recognized that financial education is a low cost, high impact benefit. Many companies have of late taken initiatives of addressing the financial wellness of their Employees by offering financial education to help them manage their money.


  • To equip participants with financial skills, a skill they need to become better workers
  • Creating a supportive workplace, so employees know they are valued and feel more satisfaction in their jobs.
  • To help employees start planning for retirement early enough
  • Gain an overview of their personal financial situation
  • Develop and Maintain positive personal management behaviors,
  • Plan for their future better
  • Live their ideal financial lives by making the most out of their money


As an employer, you will play part in this employee empowerment, confirming that despite their earning levels, they can all learn good money management habits and that we can all aspire to a good level of financial security.


The training is Fun and highly interactive.  Participants are called on to engage in activities and discussions throughout the training session(s). We also make use of various media to illustrate key points, including video clips and music. This allows participants to learn more, remember more and apply more!

Employers can also give their team building and other employee’s activities a personal finance theme.

Sessions Engagement

The sessions are inclusive and client-focused. They entail interactive discussions, calculations & analysis, journaling and assignments.

The personal financial training/Conferences can be structured as a voluntary one-day course and even spouses can be encouraged to attend for maximum impact.

Financial Investment into the program

The financial investment is set on a mutual agreement depending with the particular engagement.



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