Workplace Financial Wellbeing Training
Practical, evidence-based financial wellbeing sessions for employees and managers across the UK. From financial stress awareness and money mindset to debt management and financial planning — all CPD certified, all tailored to your organisation.
Financial stress is one of the leading causes of poor mental health at work — and most organisations aren’t addressing it
Money worries don’t stop at the office door. When employees are preoccupied with financial stress, concentration, decision-making, and engagement all suffer. Workplace financial wellbeing training gives employees practical tools and the confidence to take back control.
13 financial wellbeing sessions for every need
Every session is evidence-based, CPD certified, and tailored to your organisation before delivery. Available in 30, 60, or 90-minute formats — onsite or online.
Workplace Financial Wellbeing
Defining financial wellbeing, why it matters, and how to start improving your financial health — practical and jargon-free.
Financial Wellbeing Training
Understand the relationship between financial stress and mental health, build practical coping skills, and take steps towards greater financial resilience.
Money Mindset Training
Exploring the importance of financial wellbeing, what we mean by a ‘money mindset’, and practical strategies to improve your relationship with money.
Money and Mental Health
How finances interact with mental health, recognising money worries in yourself and others, and strategies for regaining control.
Budgeting and Saving Workshop
The importance of having a spending plan, tips to save more consistently, and an honest guide to the basics of investing.
Debt Management Workshop
Defining financial wellbeing and financial security, how problem debt occurs, the link between debt and mental health, and how to seek support.
Financial Planning Workshop
Protecting your money, planning for the future, and practical top tips to build confidence in managing your long-term finances.
Introduction to Investing
Demystifying investments, understanding where investing fits into your financial planning, and a clear look at risks and common pitfalls.
Cost of Living Financial Wellbeing
Why we are in a cost of living crisis, how it is affecting our finances, and what employees can do right now to maximise their financial resilience.
Financial Wellbeing & Neurodiversity
How money management and neurodiversity interact, with practical strategies for managing finances when you have a neurodifference.
Seasonal Financial Wellbeing
Understanding how seasonal changes, including S.A.D., affect our relationship with money, with tools to protect your financial wellbeing year-round.
Financial Wellbeing for Managers
Equip managers to recognise financial stress in their teams, hold supportive conversations, and know when and how to signpost employees to appropriate help.
Financial Wellbeing for Women
Women and money: the statistics, the unique effects on money management, and practical strategies to help women gain and retain financial control. Popular for International Women’s Day.
How we deliver financial wellbeing training
Every session is tailored to your organisation — not delivered off the shelf. Here is what working with us looks like.
Needs Assessment
We start with a free consultation to understand your workforce — the specific financial pressures they face, your existing benefits and EAP provision, and what outcomes matter most to you.
Session Design
We recommend the most relevant sessions from our financial wellbeing library and tailor the content to reflect your sector, workforce demographics, and any specific issues your people are navigating.
Delivery & Follow-up
Sessions are delivered onsite or online in 30, 60, or 90-minute formats. Post-session resources and signposting guides extend the impact beyond the training room.
Financial wellbeing investment that shows up on the balance sheet
For every £1 invested in workplace mental health — which includes financial wellbeing — organisations see £4.70 in return through reduced absence, lower turnover, and improved performance. (Deloitte, 2022)
Trusted by organisations across the UK
“Our partnership with Workplace Mindfulness enables us to create a healthy, supportive workforce by combining specialist expertise with our commitment to employee care.”
“A collaborative, impactful partnership that empowered our people to champion mental health and wellbeing.”
“Blending genuine validation with practical, actionable strategies, the coaching empowered our employees to navigate their roles with increased confidence.”
Frequently asked questions
What is workplace financial wellbeing training?⌄
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Is workplace financial wellbeing training CPD certified?⌄
Ready to bring workplace financial wellbeing training to your organisation?
Tell us a bit about your organisation and what you are trying to achieve. We will come back to you within 24 hours to arrange a free 30-minute consultation — no obligation, no sales pressure.
Or book a call directly →Get in touch
We typically respond within one working day.