Eight Key Phases of Leading a Winning Personal Finance Seminar

In the scenario below, you will get to see a example of someone who – in their profession – successfully got help to organize a top-notch personal finance seminar:

Lynette is a supervisor at a call center that receives customer support calls from customers of a ride-sharing app. Right now, she currently oversees 23 employees, many of whom are part-time and full-time college students. She wanted to help her team with their regular money-related problems, so she decided to start planning a personal finance seminar for them all. She was very familiar with this group already, and she was educated on the topic at hand – but she knew that some extra help would be necessary to fill in the gaps.

After she completed a quick and informal sample survey within the group, she quickly knew that they mostly wanted information on the core fundamentals.

Lynette already had her short-term goal in mind: provide the members of this group with a robust knowledge of personal finance to apply to their own lives now. As a result of the little availability that this group had each week, she realized that – at the very most – this group would have the time to participate for just two hours each week. That’s why she was okay with accepting a personal finance seminar topics that were condensed – while being comprehensive – and focused on the fundamentals.

Near the end of this seminar, her eventual aspiration was that this group would rise to the “applying” level of knowledge in this topic.

Lynette, with her objectives then clearly defined, had to then focus her attention on selecting a delivery method. This particular group of coaches had schedules that were all over the place, so she easily knew that an internet-based, self-paced personal finance seminar would be ideal.

How to Fine-Tune Your Program

Lynette, at that point in her journey, needed to figure out a more well-defined core focus of her personal finance seminar topics. The wide majority of this group consisted of young professionals, so she planned on getting personal finance speakers to focus the program on emergency savings and credit history.

After that, Lynette needed to reach out to an educator that could help her present this material to her group. She was hoping to find an instructor who was both a great teacher and an expert in her personal finance seminar topics.

The individual she ended up selecting was a teacher with credentials from Certified Financial Education Instructor who was experienced in teaching basic personal finance.

The Critical Question of Curriculum and Format

Lynette needed a personal finance seminar that could still function, given the group’s time limitations. For that reason, she opted to create a flexible seminar that’s broken down into small pieces that can be done whenever the participants have time.

In the collection of 23 employees who participated, 21 were able to complete the program successfully – with an average improvement of about 20%. Lynette then gathered up the resulting data and produced a report in order to demonstrate to the employees exactly how much progress they had made together with the personal finance seminar topics.