Every participant gets a Financial First Aider certificate on completion
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
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.
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.
By the end of the training, Financial First Aiders will be able to:
Review the options below then schedule a call with us above to make your booking.
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
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.”
“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.”
“This is really bringing to light what I have been overlooking. This presentation should become a quarterly session. Really worth its weight in gold.”
Set your financial wellbeing programme up for success.