Eight Key Steps to Hosting a Winning Money Management Seminar

In the scenario that follows, you’ll be reading about a real-world example of a professional who successfully sought help to pull off a successful money management seminar:

Wendy works at a customer support call center for a multinational ride-sharing app, where she supervises 21 college students. After getting a number of questions related to personal finance from several members of her team, she realized that she should hold a money management seminar for everyone. She knew this group well, and she knew the subject matter even better, but she also knew that she’d require some help if she was going to succeed.

Following a bit of an informal sample survey with a few of the team members, she immediately realized that everyone in the group would need resources on the core principles of personal finance.

Wendy fully knew what her short-term objective was: provide this group with a good enough level of knowledge so that their financial lives would improve quickly. Due to the massively restricted availability that this group had, she understood that – at the most – every person would be able to participate for two hours weekly. That’s why she was happy to accept simply designing a condensed, comprehensive money management seminar that centered on the basics.

For the end of this seminar, her eventual hope was that each member of the group would reach the “Applying” phase of understanding.

Wendy, with her goals now defined, needed to move on to how she would deliver successful money management seminars. This group of leadership coaches had schedules that were all over the map, so she knew that an online-based program would be ideal.

Fine-Tuning Your Program

Wendy had to then whittle down the core focus of her money management seminar. The vast majority of this group was made up of young professionals, so she opted to make the focus center on credit scores and investing for the future.

After that, Wendy had to seek out a person to help present this material – a seasoned educator. She set out to search for an instructor that was both intelligent in regard to the topic and skilled at teaching.

The person she ended up choosing was a Certified Financial Education Instructor (CFEI) who also offered financial capability curriculum that was in alignment with Wendy’s vision.

Why Formatting is Critical

Wendy needed a seminar that would still be able to work within these limitations. That’s why she opted to build a flexible program that is thoughtfully divided into smaller modules that can be completed whenever.

In the group of 21 employees, 19 were able to successfully complete the basic money management program – with a 24% average level of improvement. Wendy then gathered the final data points and generated a report that highlighted how much progress the group had made, so they could see it for themselves.