Financial Wellness Program For Your Organization
Whether it is part of your company’s Corporate Social Responsibility or a Financial Wellness Campaign for your School, Community, Church, or any organization, your Financial Wellness Program should be competently designed in order to address the specific needs and current financial circumstances of your people.
NFEC STANDARDS
The 4-Step Process
As a Certified Financial Education Instructor (CFEI) by the National Financial Educators Council (NFEC) of the United States, your instructor follows the 4-Step Process in executing your Financial Wellness Program.
PROGRAM DESIGN
Includes discovering your people’s needs and aligning the program to your organization’s goals and vision.
PRE-EVENT PREPARATION
Includes surveying the future attendees to know more about their current financial stages and challenges.
PROGRAM IMPLEMENTATION
This does not only consider addressing attendees’ financial situation but also helps them to move into action.
AFTER PRESENTATION
Ensures that attendees will have support as they continue their financial journey after the program.
SAMPLE PROGRAM
Peso Mastery Workshop
The Peso Mastery Workshop focuses not only on strenghtening one’s financial foundation but also touches on limiting money beliefs which usually hinder an individual in achieving financial wealth.
ATTENDEES PER EVENT
HOURS PER SESSION
Want To Learn More?
If you are interested to implement a financial wellness program for your organization, reach out to us for a discovery call so that we can discuss the details and your requirements.