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Course · Colleagues, line managers and HR · Financial Well-Being Academy

Employee financial well-being: recognising, supporting and following up

Money worries come to work with people. In this course, as a colleague, line manager or HR professional, you learn to recognise financial stress, to talk about it respectfully, to offer targeted support and referral, and to draw up and follow up an action plan for your organisation. Each lesson has four tabs: lesson, practice, exercises and deep dive.

OnlineFor employersGroup (organisations)Possible with a coach

“People bring their money worries to work, and those who spot them early and discuss them respectfully keep more options open.”

Financial Well-Being Academy
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What you learn

  • You recognise signals of financial stress among colleagues and within your organisation.
  • You understand how debt, illness, reduced hours, dismissal, promotion and job insecurity affect financial well-being.
  • You hold sensitive conversations with respect for privacy and without judgement.
  • You know when and to whom to refer, and what an employee assistance programme and a financial well-being programme can mean.
  • You help build an inclusive, supportive culture around money.
  • You draw up an action plan, follow up wage garnishments correctly and evaluate the impact of your measures.

This is financial education and not personal financial or psychological advice.

Practical informationOnlineFor employersGroup (organisations)Possible with a coach

Format: Online course with four tabs per lesson: lesson, practice, exercises and deep dive

Duration: 34 lessons, ±7 hours

Level: Beginner to advanced

Who it is for: Colleagues, managers and HR professionals.

Offered by: Financial Well-Being Academy

Price: €59 incl. VAT

Access: after enrolment

Table of contents

ProgrammeRegister to view the full courseThis way, you can see the modules in advance. The lessons themselves only open once you are logged in.
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Module 1 · 6 lessons

Introduction to financial well-being

You learn what financial well-being means, why it matters to employers and how money worries affect work and health.
Module 2 · 6 lessons

Recognising financial stress

You recognise the signs of financial stress in colleagues, from changes in behaviour to a request for a pay rise.
Module 3 · 5 lessons

Understanding financial challenges

You understand how debt, illness, reduced hours and job loss affect employees' budgets and well-being.
Module 4 · 4 lessons

Communicating effectively

You prepare a conversation about money, listen actively, protect privacy and deliver difficult news with care.
Module 5 · 4 lessons

Providing support

You learn how to support a colleague, make a warm referral and what an EAP and a well-being programme can offer.
Module 6 · 4 lessons

Creating an inclusive workplace

You clarify the roles of colleagues, managers and HR and build a culture in which money can be talked about openly.
Module 7 · 5 lessons

Action plan and follow-up

You draw up an action plan, handle attachment of earnings correctly and discreetly and evaluate the impact of your measures.

Tools in this course

For each part, the calculation tools, tests and worksheets to use alongside it.

Introduction to financial well-being

Test your financial well-being and peace of mindHow stable do you feel financially, and where could it be better?For yourselfOrganisations

Recognising financial stress

Money stress thermometerHow do you notice money worries in your daily life?For yourselfOrganisations

Understanding financial challenges

Budget plannerYour full budget, with the 50/30/20 guideline and your ideal buffer.For yourself

Communicating effectively

Preparing a money conversationPrepare a conversation about money with your partner, family or employer.For yourself

Providing support

ROI of an EAPReturn on an EAP through absenteeism, productivity and retention.Organisations

Action plan and follow-up

30-day action planTurn a goal into four small weekly actions.For yourselfCoaches
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Questions about this course?

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Book an appointmentWorking with a coach