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Half day + e-learning · HR professionals, confidential advisers and line managers · Financial Well-Being Academy

Budget coaching for HR staff: dealing with money stress at work

A half-day training for HR professionals, with an e-learning course that summarises the full content. You learn to recognise and acknowledge money stress at work and to tackle it in a solution-focused way, backed by scientific models of stress, resistance and resilience.

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What you learn

  • You understand how stress works, using the models of Selye, Lazarus and Folkman, Karasek, the JD-R model, Hobfoll and scarcity theory.
  • You recognise signs of money stress in employees and in HR data, and you know what to do in the event of a wage garnishment or a court-ordered debt settlement.
  • You open a conversation about money worries and acknowledge them without judging, using motivational interviewing techniques.
  • You work in a solution-focused way with scaling questions and small steps, and you refer on with care.
  • You build a financial well-being policy that fits within your well-being and prevention policy.

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

Practical informationOnlineGroup

Format: Half day in a classroom or online, with a comprehensive e-learning course for reference

Duration: 7 modules, 44 lessons

Level: Advanced

Who it is for: HR professionals, managers and prevention advisers.

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 · 5 lessons

Introduction and framework

Why money stress is an HR topic, how the training works and what role HR plays.
Module 2 · 7 lessons

The science of stress, resistance and resilience

The main theories that explain how stress works, why money worries weigh so heavily and how resilience grows.
Module 3 · 5 lessons

Money stress: causes and consequences

What financial stress is, where it comes from and what it does to employees and organisations.
Module 4 · 6 lessons

Recognise: noticing the signs

Signs in employees and in HR data, and what HR needs to know about wage garnishment and collective debt settlement.
Module 5 · 7 lessons

Acknowledge: starting the conversation

How to open a conversation about money worries, acknowledge without judging and handle emotions.
Module 6 · 8 lessons

Working in a solution-focused way

From what works to small steps, with the employer’s resources and a good referral.
Module 7 · 6 lessons

Policy, prevention and self-care

Building a financial well-being policy, measuring what works and looking after yourself.

Tools in this course

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

Introduction and framework

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

The science of stress, resistance and resilience

Energy givers and energy drainersWhat gives you energy and what costs you energy?For yourselfSelf-employedOrganisationsMoney stress thermometerHow do you notice money worries in your daily life?For yourselfOrganisationsSleep plannerPlan your sleep for rest and recovery.For yourselfSelf-employedOrganisations

Money stress: causes and consequences

Money stress thermometerHow do you notice money worries in your daily life?For yourselfOrganisationsAvoidance scanHow strongly do you avoid money matters, and what helps?For yourselfTest your financial well-being and peace of mindHow stable do you feel financially, and where could it be better?For yourselfOrganisations

Recognise: noticing the signs

Avoidance scanHow strongly do you avoid money matters, and what helps?For yourselfMoney stress thermometerHow do you notice money worries in your daily life?For yourselfOrganisations

Acknowledge: starting the conversation

Preparing a money conversationPrepare a conversation about money with your partner, family or employer.For yourselfIntake interview: guide for coachesA conversation guide for the first meeting with a coachee, with summary.Coaches

Working in a solution-focused way

A goal you can reach (SMART)From a vague resolution to a goal with a measure, a deadline and a first step.For yourselfCoachesSelf-employed30-day action planTurn a goal into four small weekly actions.For yourselfCoachesPay off debts fasterSnowball or avalanche: when will you be debt-free?For yourself

Policy, prevention and self-care

ROI of an EAPReturn on an EAP through absenteeism, productivity and retention.OrganisationsROI of trainingDirect costs, opportunity costs and productivity gains.OrganisationsMonthly check-inTen minutes a month to look back and adjust.For yourselfCoachesWell-being roseMap your well-being and see where your strengths lie.For yourselfSelf-employedOrganisations
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