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Empower Your Team with Financial Literacy

 Upskill your employees with the financial skills that matter most — budgeting, debt management, investing, and long-term wealth building 

Book a corporate workshop

Trusted by Forward-Thinking Organizations

We partner with you to deliver impactful financial education

Why Financial Literacy Matters At Work

Financial literacy isn’t just about numbers — it’s about confidence, focus, and peace of mind. When employees feel secure with money, they show up differently at work and in life.


⏰ Time drain: Employees lose up to 7 hours per week worrying about money while at work. (BridgeOver)


🧠  Mental wellbeing: Nearly 1 in 3 employees say financial stress directly lowers their confidence and increases anxiety. (CFO.com)


🔒 Stability: Workplaces that provide financial wellness resources see stronger employee engagement and retention. (Purposeful Finance)

Designed for How Your Team Learns

  • In-person or virtual (60–120 minutes)
  • Interactive style with Q&A and live examples
  • Optional 1-1 chats post sessions with your employees
  • Suitable for all levels; tailored to your sector

Pricing

Flat session fees based on group size and format. 


Flat rate per hour for 1-1 chats with employees with bulk packages available. 


Share your headcount and preferred topics and we’ll quote within 24 hours. 

Bring Financial Literacy to Your Organization

Send InquiryPrefer to talk first? Schedule a Consultation

Frequently Asked Questions

Please reach us at support@theinvestingconcierge.com if you cannot find an answer to your question.

 Yes—examples and exercises are tailored to your audience.


 20–200. For larger groups we run webinar format. 


  Absolutely—we can create a series running across several weeks. 


 Yes—attendees receive resources after the session. 


 Both. We match your needs and locations. 


Get in Touch

Ready to explore a workshop for your team? Fill out the form below and we’ll get back to you within 24 hours.

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