Finding the Best Financial Wellness Presentation

Let’s now take a quick look at an example of how a real-world professional was able to leverage one of our financial wellness presentation offerings:

Wanda is a supervisor at a firm that puts together leadership summits for tech startups throughout the northeast, and is currently in charge of 27 new leadership coaches. After a number of her teammates had come up to her asking personal-finance related questions, she decided that she should find a way to help them all get educated on this topic. She had already acquired a great deal of knowledge on financial wellness herself, but she had no idea where to begin.

After doing an informal and quick survey with the group at one of their normal morning meetings, and she suddenly realized that the vast majority of the group had almost zero knowledge of personal finance principles. She would need to start her financial wellness PowerPoint from scratch with this group.

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How would she proceed next? Wanda realized that starting her financial wellness presentation off with simply the fundamentals would be the best way to proceed. In the long term, however, her goal was to help make sure they all received a healthy level of understanding when it came to personal finance principles. She started with a financial wellness survey to understand their current levels of knowledge.

Designing the Right Financial Wellness PowerPoint

It was decided – Wanda knew what her long-term goals were, as well as her immediate hopes. At that point, she simply needed to figure out just how she could pass on this vital learning material. This specific group of coaches had wildly mismatched schedules, so she knew that an online-based financial wellness PowerPoint would be the right way to go.

Wanda was well on her way. What she had to do then was narrow the core focus of the financial wellness presentation she was planning. Most of this group were young professionals, so she decided to focus the financial wellness PowerPoint on retirement investing and credit scores.

Crafting the Ideal Schedule

In general, this group’s individual schedules were not coordinated and were wildly mismatched. Wanda needed a solution that, given these particular limitations, would still be able to work. Just for that reason, she decided to design a flexible financial wellness presentation that’s broken up into small modules that can be finished on the students’ free time.  The financial literacy curriculum needed to be modular and easily accommodate her schedule.

Wanda could absolutely teach any student the majority of the core principles of money management, but she realized that this specific collection of people would need some especially entertaining and engaging material. For that reason, she decided to get some help: she quickly got in touch with an experienced NFEC Certified Educator who could assist her with that particular aspect.

Working Out the Data

With help from the NFEC, Wanda was successful! Of the 27 leadership coaches that took part in the program, 24 managed to finish all the way to the end – a success rate of 89%. A questionnaire provided at the end of the financial wellness presentation showed that 100% of the participants “significantly” grew their level of personal finance knowledge as a result of the course. Wanda, in one quick, easy motion, generated her own data report that visually represented the strong outcome of her course.