Employee financial literacy workshop curriculum

Equipping employees with practical money skills leads to more confident decision-making and lower financial stress. This ready-to-use workshop curriculum helps employers and advisers deliver engaging financial education sessions — from the basics of budgeting to more advanced topics like debt management and saving strategies.

Workshop Structure

• Module 1: Budgeting Basics
  • 50/30/20 rule adaptation for SA
  • Hands-on budgeting exercise
• Module 2: Debt Solutions
  • Understanding debt review
  • Case study analysis
• Module 3: Smart Saving
  • Comparing savings vehicles
  • Stokvel best practices

Facilitator Resources

• Slide deck templates
• Participant workbook

Next steps

• Use the Contact me button to book a consultation with me to help you further.
• Access further resources on the Adviser portal here.