FINANCIAL WELLNESS AT WORK TRAINING INSTITUTE 

This course will provide nonprofit leaders and their community partners with information on designing, implementing, and evaluating a sustainable, outcomes-based workplace financial wellness program with insights and field experiences provided by the local host organization.

Emphasis is placed on sharing knowledge and strategies that will have an imediate, practical application for participants. 

Hosted by FINRA Investor Education Foundation and United Way Worldwide, this facilitated event will feature staff and partners from the host organization, United Way of Buffalo and Erie County, who will showcase their Work/Life Solutions workplace financial wellness program. The training will provide attendees with the opportunity to learn best practices from the field, and the chance to ask questions and share insights in a participatory learning environment.

We expect a robust program and thus have set a maximum limit of 30 participants to allow for dynamic interaction among program participants and partners.

Click here to view 2023's agenda!

 WHO SHOULD ATTEND 

 COST 

The training institute is designed for leaders and staff from community-based agencies and nonprofits interested in starting or expanding workplace financial wellness programs and services for low-and moderate-income wage earners.

Organizations with a track-record of providing financial education, financial coaching or counseling, or other financial stability programs and that are well-positioned to work with employers to use the workplace as a platform for providing financial wellness programming will find the training institute particularly useful.

 

 

 PLANNING FOR THIS IN-PERSON EVENT 

LOCATION:

 

 

                        

 WHAT YOU'LL LEARN 

 

Click here to view 2023's agenda!

 

After completing the program, participants will be able to: 
 

  • Describe potential outcomes and program models undertaken by nonprofit-led workplace financial wellness at work initiatives.
  •  List and describe program and product components that can comprise a financial wellness at work initiative.
  • Explain the differences and strengths of workplace-based financial wellness initiatives compared with other types of financial wellness or educational programming. 
  • Identify, define, and differentiate target audiences for financial wellness at work programming and partnerships.
  • Use findings from research and other progam information to make compelling case statements for workplace financial wellness to employers, financial institutions, funders, and other potential partners.


 

  • Use specific strategies, in addition to the case statement, to engage and sustain key partnerships in a financial wellness at work program.
  • Understand specific strategies for program-related messaging to reach and engage various audiences of the financial wellness at work program.
  • Learn about developing outcomes and a logic model for specific target audiences, then use this information as the foundation for creating an evaluation to measure program efficacy.
  • Use target audience information to develop a program that meets their needs and achieves your program outcomes.
  • Describe the basics of establishing and operating an employer-sponsored small-dollar loan progarm.
  • Calculate costs as well as potential prices for services provided to help fund financial wellness at work programs.
  • Assess program readiness and apply learning from the training to develop a plan to begin (or progress) a workplace financial wellness program