Understanding Financial Wellbeing in the Workplace

Course Description

Financial wellbeing is about more than money, it’s about people feeling secure, supported, and confident in their financial lives.
This CPD-accredited course is designed for HR leaders, managers, and wellbeing professionals who want to create workplaces where money conversations are open, inclusive, and stigma-free.

Across this interactive learning journey, you’ll explore what financial wellbeing really means, how financial stress affects performance and engagement, and the practical steps you can take to embed long-term support into your culture.

You’ll hear real-world examples, reflect on your own workplace, and learn how to use tools to turn awareness into action.

By the end of the course, you’ll have the knowledge, confidence, and practical ideas to make financial wellbeing a visible, meaningful part of your organisation’s wellbeing strategy.

What You’ll Learn

By completing this course, you will be able to:

• Define financial wellbeing and understand why it matters for employees and organisations.
• Recognise the causes and signs of financial stress and its impact on wellbeing, productivity, and culture.
• Empower employees through education, helping them make confident financial decisions.
• Tailor your approach to suit different roles, working environments, and life stages.
• Embed financial wellbeing into everyday culture through consistent communication and leadership visibility.
• Create a lasting impact using practical tools, reflection activities, and real-world application.

Course Structure

This course is divided into two core parts:

Part A – What is Financial Wellbeing and Why it Matters

• Understanding the definition, common myths, and workplace implications of financial wellbeing.
• Exploring the emotional, mental, and practical cost of financial stress.
• Learn why open conversations about money are vital for organisational culture.

Part B – Supporting Financial Wellbeing

• Recognising the signs of financial stress and offer meaningful support.
• Discover why financial education is the foundation for long-term wellbeing.
• Learning how to tailor your approach to different teams and embed support into your culture.
• Reflect through real scenarios and practical case studies.

Course Format

• Interactive video lessons
• Reflection activities and scenarios
• Knowledge checks after each module
• Final exam to achieve CPD certification

Duration

Approx. 90–120 minutes (self-paced)

Accreditation

This course is CPD-accredited and developed by Lifetime Financial Management, drawing on insights from the Money & Mindset Report 2025 and over 25 years’ experience supporting employees and organisations across the UK.

Who It’s For

This course is ideal for:

• HR and People Leaders
• Wellbeing and DEI professionals
• Line Managers and Team Leaders
• Anyone looking to strengthen employee wellbeing and workplace culture