Event Topics
5 Pillars of Financial Wellbeing
Beating the Cost of Living Crisis
Personal Budgeting
Types of Borrowing
Mortgages
Taxation
Savings
Foundations in Personal Financial Planning
This CPD Certified Foundations in Personal Financial Planning workshop focuses on helping you understand and take control of your daily finances.
Available as an online webinar or in-house seminar, this event covers the basics of budgeting, taxation, borrowing, mortgages, and savings.
The Presenters
Our financial wellbeing events are hosted by Money Guides, supported by a team of qualified financial advisers.
This allows us to provide both engaging and financially accurate events.
Who we've worked with
Planned Future have worked with a range of large and smaller public and private sector businesses throughout the UK.
Locations
This event can be presented online using your preferred webinar platform or onsite at your business.
Duration
This event lasts 1.5 hours and includes time for questions.
Learning outcomes
This financial education event aims to help prepare employees for a successful financial future. We cover a range of financial topics to help employees manage financial shock and plan for the future.
Request Agenda
Complete the form and our team will be in touch with a more detailed agenda for Foundations in Personal Financial Planning.
