Financial Wellbeing Online Training

This Financial Wellbeing Online Training course covers:

  • What financial wellbeing is and how it relates to mental health.
  • Practical things you can do to achieve better financial wellbeing.
  • How you can avoid being a victim of a financial scam.

Fully customisable by you, at no extra cost.

Try the course FREE for 30 days

Course Introduction

Financial wellbeing means having the ability to manage money, plan for the future, deal with financial shocks and also have enough left over to enjoy life.

Increasing financial wellbeing means taking control of spending, understanding when to borrow money, saving sufficiently, and being able to plan for the future. The course explains all of these concepts in a friendly, practical and jargon-free way.

This Financial Wellbeing Online Training course takes on average 25 minutes to complete.

Course Content

The EssentialSkillz Financial Wellbeing Online Training Course is designed to help learners understand what financial wellbeing is, how it affects their workplace and how it impacts on their own mental and physical wellbeing.

The course explains the key elements of financial wellbeing, including spending, borrowing, saving and planning. The content is practical and presented in simple language.

There are useful tips on preventing overspending, how to plan for your future and how to avoid financial scams. The course uses interactivity and media to illustrate and reinforce the concepts.

One of the aims of the course is to overcome the fear of financial jargon. Therefore, the advice relating to budgeting, debt repayment strategies, investment and financial planning is presented in plain English and with minimal mathematics. Furthermore, a substantial jargon-free glossary of terms is provided too.

The course also outlines when it is appropriate or advisable for learners to seek independent financial advice (IFA) and describes what to look for in an IFA.

Like all EssentialSkillz courses, this Financial Wellbeing eLearning course can be customised to meet your needs, enabling your workforce to understand the specific policies and procedures developed for your organisation. A designated course administrator can edit the text and images within the course, and link to organisation-specific documentation, all at no extra cost.

Key features

All our courses provide technically accurate training which keeps your organisation in line with best practice. We include the latest techniques in learning which ensure learners are engaged throughout. Our courses are also:

Fully customisable by you

Add your own scripts, images, videos, presentations and interactions – with no coding experience required. Use our suite of templates to make our courses your own, delivering highly relevant training to your organisation at no extra cost.

White label branding

We can brand our training with your unique corporate identity to make your users feel right at home throughout the training journey.

Integrate with your LMS

You can deploy this course using our compliance platform. Alternatively, you can deliver this course, with all its key features, directly from your third-party LMS.


Our Financial Wellbeing course can integrate with JAWS ® a widely available text-to-speech integration to help visually impaired users engage with the same, unabridged and high-quality compliance training as their colleagues.


On successful completion, learners receive a personalised certificate which includes the learner’s name, score and date of completion. Certificates can be viewed, downloaded and printed off at any time to serve as a record of compliance.


Our Financial Wellbeing Online Training course is CPD certified. This ensures that our courses adhere to the highest standard of training and will provide a practical and meaningful learning experience to our customers.

Request a quote

Can’t find exactly what you’re looking for? Not sure what training you need, or how much it costs? We can help.

Try it yourself

Fully access any of our courses to see if this award winning content is the right fit for your organisation.


Why is this course important for compliance?

  • Financial Wellbeing training forms an essential part of compliance training as it ensures that your organisation complies with its legal obligations and requirements.

Add your own questions

Create your own question and answer bank to test your users on the key information that they need to know to be fully compliant. Set core questions to appear in the test section that users are required to pass so that crucial learning points are reinforced.

Randomise test questions

Generate 10 random questions from a bank of 20 to test your user’s retention and understanding of key content.

Set the pass mark

As training administrator, you can configure the passing score that users need to complete the course. Set your own grade boundaries to ensure your training complies with the standards set out by your organisation.

Who should take this course?

This course is suitable for an employee in any type of organisation.

Ready to get started?

Organisations around the world depend on EssentialSkillz for high quality compliance software and eLearning to increase compliance and reduce people risk. Start your journey with us today.