This course will provide participants with an intensive small-group opportunity to learn the nuts and bolts of how to design, implement, and evaluate a workplace financial wellness program.

Facilitated by Inger Giuffrida, a financial educator, trainer and asset development consultant, this training aims to match her excellent reputation for leading highly interactive and immersive learning experiences.

Sponsored and supported by FINRA Investor Education Foundation and United Way Worldwide, 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.

The program takes place ofrom 1:00 - 4:00 pm ET, over the course of three consecutive days.

Register Now for Financial Wellness at Work (November 2-4, 2021)! 



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 mployers to use the workplace as a platform for providing financial wellness programming will find the training institute particularly useful.



There is NO cost to participate in this virtual program.



This live, virtual classroom program will be presented over Zoom and runs from 1:00 - 4:00 pm Eastern Time for three consecutive days.
(10am -1pm PT/ 12pm-3pm CT)
(Participants will be expected to attend and participate all three days of the program. If you cannot fulfill this expectation, please allow for others to register first.)



After completing the program, participants will be able to: 

  • Describe the components of an effective financial wellness at work initiative
  •  Use research findings and other program information to make compelling case statements to employers, financial institutions, funders, and other potential partners
  • Identify, define, and differentiate target audiences for financial wellness at work programming
  • Develop a logic model to measure program efficacy


  • Describe how to set up and operate an employer-sponsored small-dollar loan program
  • Learn how the pandemic shaped strategies for workplace financial wellness
  • Make connections with the FINRA Foundation, United Way Worldwide, Catholic Charities USA, and other professionals offering workplace financial wellness programming