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2-day training course

Become a Financial First Aider


Having Financial First Aiders in your team means you can encourage open conversations about money matters and always know the best way to support your employees. 

✅ Participate in person or remotely

✅ Book 1 – 15 people from your organisation, subject to availability

✅ 14 hours of informative content and instructor-led workshop activities

Start your booking

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Meet your instructor, Abby Birch

Abby Birch is Claro Wellbeing's Coaching Excellence & Training Lead. As well as ensuring all Claro Wellbeing's in-house coaches meet its industry-leading standards, she empowers employees to become Financial First Aiders. Abby has more than 18 years' experience in financial services and banking industry (Lloyds TSB and HSBC), including 13 years as a qualified IFA. 


What is a Financial First Aider?

A Financial First Aider is someone who champions open conversations about money and facilitates financial wellbeing initiatives in your organisation. They ensure every employee feels listened to. 

Anyone in an organisation can become a Financial First Aider, just as anyone can become a Mental Health First Aider or health and injury-related first aider.


What you'll learn

By the end of the training, Financial First Aiders will be able to:

  • Discuss the Financial First Aider role in depth, including boundaries and confidentiality
  • Demonstrate effective communication skills required to have meaningful conversations
  • Demonstrate the financial knowledge required to be a credible Financial First Aider
  • Recognise those that may be experiencing difficulties navigating the world of personal finance and provide them with first-level support
  • Encourage a person to identify and access sources of expert help and other support services
  • Apply their knowledge and skills to practice scenarios

LinkedIn certificate

Every participant gets a Financial First Aider certificate on completion

Helpful resources

You get to take away digital resources, a tool kit and the training slides

Ongoing support

You'll gain a dedicated financial coach support from Claro Wellbeing on an ongoing basis

How the course is delivered

  • The course is delivered either remotely or in-person over two days
  • Learners will be trained over four live workshops, covering 14 hours of content in total
  • Learning takes place through a mix of theory, group discussions and practice
  • Each session builds on the previous, enabling the learner to gain confidence in supporting others
  • We limit numbers to 15 people per course so that instructors can provide real-time support while they learn


Book section group

Choose how you get trained 

Review the options below then schedule a call with us above to make your booking.

Book an upcoming session

Great for individuals and small groups


21 – 22 March

19 – 20 April

17 – 18 May

21 – 22 June

18 – 19 July

20 – 21 Sept

£399 + VAT per person

No minimum number of people per company

Arrange an exclusive session

Great for larger groups that need flexibility


Flexible session timing


4 sessions that take place at your convenience

£399 + VAT per person

Minimum 6 people

“Absolutely fantastic, thank you Stacey. Using your tips, if I can plan my finances better, I will be able to use this on treating the family in the future.”
Santander workshop attendee
“Stacey is great, easy to speak with and super knowledgeable. I especially liked how she got me considering different aspects of my financial health I had not considered.”
Coaching client
“This is really bringing to light what I have been overlooking. This presentation should become a quarterly session. Really worth its weight in gold.”
Santander Workshop Attendee

Get your Financial First Aider training 


Set your financial wellbeing programme up for success.

Schedule booking call


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