Financial Education

Nurturing employee wellbeing and happiness is a key part of running a successful business. Happy, motivated employees have higher productivity, fewer sick days and are more likely to remain with the company.


When this is applied across an entire organization, these factors contribute to a better corporate culture and ultimately improved company results.

Financial Education

Nurturing employee wellbeing and happiness is a key part of running a successful business. Happy, motivated employees have higher productivity, fewer sick days and are more likely to remain with the company.


When this is applied across an entire organization, these factors contribute to a better corporate culture and ultimately improved company results.

What is Financial Wellbeing?

Positive financial wellbeing usually comes when a person feels in control of their finances and they have a sense of short, and long term financial security. They have enough money to meet their needs and to enjoy life now and in the future.

Unfortunately, due to the lack of education and understanding around personal finance, too few people fit into the category of having positive financial wellbeing.

Financial anxiety is present in the every day lives of people in all parts of society. The underlying cause of financial stress may be different, but the presence of money worries is consistent across all income levels.

There is a very strong link between mental health problems and financial worries. Therefore, it is imperative that financial wellness forms an essential pillar in any employee wellbeing program.

How can EBG Corporate Help?

We have developed a series of educational programs that provides attendees with clarity and understanding of the core elements of personal finance.

Our bespoke approach means that content can be adapted to include and explain any specific topics that a company may wish to cover. Employer pension and/or insurance benefits, share awards programs and bonus schemes are popular examples.

Our varied menu of options appeals to the needs and objectives of companies of all sizes and budgets. Some of our most popular offerings are:

How can EBG Corporate Help?

We have developed a series of educational programs that provides attendees with clarity and understanding of the core elements of personal finance.

Our bespoke approach means that content can be adapted to include and explain any specific topics that a company may wish to cover. Employer pension and/or insurance benefits, share awards programs and bonus schemes are popular examples.

Our varied menu of options appeals to the needs and objectives of companies of all sizes and budgets. Some of our most popular offerings are:

One-Off Educational Seminars (Large Groups)

We cover the basic fundamental principles of personal finance to help guide employees to successfully manage their money and build wealth for their future:

  • How to control expenses & maximize savings
  • How to invest successfully & avoid costly mistakes
  • How to plan for unexpected financial shocks
  • How to build a financial plan

Educational Seminar Course (Small Groups)

We cover each of the key elements of personal finance in detail across 4 sessions. By the end of the course, each attendee will have their own personalised financial plan and a set of clear steps to follow to achieve their financial and life objectives.

  • Session 1: Expenses and budgeting
  • Session 2: Insurance and protection
  • Session 3: Savings and investments
  • Session 4: Building a financial plan

Tailor Made

We are able to create bespoke sessions and guides to cover specific topics on request.

These may be to promote company benefits that you provide to your employees or to help your workforce to fully understand and appreciate corporate incentives such as employee bonus or share schemes.

Financial Academy

We help our clients build an ongoing communication and education program for their employees. This can include webinars, short videos, articles of interest and interactive learning.

Materials can be designed on a stand alone basis, or to support a broader financial education program that reinforces topics covered in our educational seminars.