About this Event
Every workplace has people others naturally turn to.
Becoming a Financial Champion® helps them recognise financial stress, support conversations, and signpost appropriately.
Why? Because financial stress rarely stays at home.
It impacts:
- focus
- confidence
- performance
- absence
- wellbeing
- workplace relationships
Yet many managers and workplace teams feel unsure how to approach money-related conversations appropriately.
The Financial Champion® initiative was created to bridge that gap.
In this half-day training, participants will learn how to:
- recognise signs of financial stress
- understand common behavioural responses
- start supportive conversations appropriately
- maintain professional boundaries
- signpost safely and confidently
- contribute to a more supportive workplace culture
Small Group Training
Numbers are limited to 12 to allow for maximum support during the training.
This training is suitable for:
- managers
- HR professionals
- wellbeing leads
- team leaders
- workplace wellbeing champions
- people and culture teams
- employee support roles
There is NO financial expertise required.
This half-day programme includes:
- Financial Champion® workbook
- Pocket guide resources
- Interactive discussion and reflection activities
- Certificate of completion
Duration:
Approximately 3 hours, including break - 9.30am-12.30pm
Important - Financial Champion® is not financial advice training.
Participants are not expected to:
- provide regulated financial advice
- counsel debt solutions
- act as therapists
The programme focuses on awareness, communication, boundaries and signposting.
About Kim Uzzell
Kim Uzzell is a Chartered Wealth Manager, Certified Financial Coach and founder of The Financial Wellbeing Academy.
With over 35 years’ experience across financial services, behavioural finance and workplace wellbeing, Kim specialises in helping organisations better understand the impact of financial stress on workplace performance and wellbeing.
Need in-house delivery or group bookings?
Financial Champion® training is also available:
- in-house
- online
- tailored for organisations
For group bookings or invoice requests, please contact: [email protected]
Event Venue & Nearby Stays
Norfolk Chambers of Commerce, 2 Agricultural Hall Plain, Norwich, United Kingdom
GBP 270.00
