Six Steps to Leading Successful Financial Wellness Workshops

What you’ll be reading below is a example of a professional who managed to successfully hold financial wellness workshops with a little help:

Portia works as a marketing coordinator at a multinational corporation, and she is currently in charge of 13 young associates who have all entered a 9-month training program. When a number of the associates approached her with money management questions, she decided to help them by organizing some financial wellness workshops. She already understood the topic at hand quite well, but she knew she’d need help with some critical pieces.

After doing a little surveying with some of them, she quickly realized that what this group needed was a financial wellness program that covered the fundamentals of money management.

Portia knew that her goal for the immediate future was to provide financial wellness training to this group and share some financial knowledge that could help them. Since the group participating in the training program had limited free time, she knew they’d all only be able to participate in her KEYWORD for no more than three hours per week. For this very reason, designing a condensed program would need to be her strategy going forward.

With these particular financial wellness workshops, her end goal was for everyone to reach the “Applying” level of understanding.

Now that Portia had a clear vision for her practical objectives, she needed to figure out her ideal delivery method. This group had wildly varying schedules that were all over the map, which made her realize that an online-based, self-paced solution would be key.

Designing & Refining

Portia had to then figure out a more defined focus for her financial wellness workshops. This group was still quite young, so she opted to craft these workshops with a main focus on building a healthy credit score and paying for college.

Portia, at that moment in her journey, needed to seek out a seasoned educator that could present the material. She set out to find an instructor that proven teaching experience, as well as demonstrable expertise in personal finance.

The educator she ended up selecting to conduct the financial wellness presentations was an instructor that was certified through NFEC.

Getting the Curriculum Right

Portia needed a solution that, given the group’s time limitations, would still be able to work. With that thought in her head, she decided to make sure to build a program that’s divided into smaller, digestible modules that can be completed whenever.

Of the 12 associates for whom she designed the workshops, 11 managed to successfully complete them with an average knowledge growth rate of 12%. Portia’s next action was to compile the data and create a report so that she could present it to the higher-ups in her firm.