Skip to main content
All CollectionsContent WritingContent Exchange Curricula
Financial Health and Wellness Curriculum
Financial Health and Wellness Curriculum

Create your own lesson plan using existing content

Joël avatar
Written by Joël
Updated over 3 years ago

Welcome to the Financial Health and Wellness Curriculum. These curricula serve as guides, aiming to help admins create lesson plans using content found on the Content Exchange!

This curriculum discusses the importance of financial literacy in the context of financial wellness. As members of a financial institution, not only are employees required to have a certain level of financial literacy, but they are also responsible for promoting financial literacy to customers. The more financially knowledgeable customers are, the more confident and engaged they will be with their personal finance, and the more financially healthy they will be.


The Curriculum

Takes ~1-2h to build using material from the Content Exchange.

Curriculum: Financial Health and Wellness

Highlights

  • ~3.5-4 hours of training

  • Improves financial well-being of employees and customers

Skills Addressed

  • Financial Literacy

  • Financial Health and Wellness

  • Cryptocurrency

Tip: Adding skills to your course is a great way to monitor success and engage learners!

Employee Financial Wellness

An employee's sense of financial wellness impacts not only their mental and physical health, but their engagement and productivity while at work. In addition to offering financial wellness incentives (e.g., 401k contributions), employers can benefit their employees by providing information on how to manage finances, deal with debt, and work towards short and long term financial security is a great way to increase the overall wellness of employees.

A great way to provide this type information starts with courses like the one's in this curriculum!

Enforcing Completion Order

Some courses and steps within this curriculum are designed to be completed in order.

To enforce that courses are completed in order, create Triggers.

To enforce step order within a course, click the "Steps have to be completed in order" check box when creating or editing the course.


Topics Addressed

Financial Literacy

  • What is Financial Literacy - An introduction to what financial literacy is, and why it is so important, both for employees of financial institutions and the general public. It concludes by addressing current gaps in financial literacy as well as a quick overview of banking with financial institutions.

Financial Wellness

  • Financial Wellness - Discusses the broad concept of financial wellness, going over what it involves, ways to measure and check in on it, and how to improve it. Trainees learn both how to improve their financial health and promote financial wellness in others.

Concept of Finance

  • Income and Taxes - Covers the first step in managing personal finances, earning. Income taxes and other common taxes are also addressed.

  • Spending - Discusses concepts of spending, including expenses, budgeting, and current spending trends in North America.

  • Saving and Investing - Covers basics principles of saving, from standard savings accounts, to the basics of investing, to retirement savings and planning.

  • Borrowing - An introduction to credit, this course covers principles of borrowing from lenders, best credit options for different situations, mortgages, and debt management.

  • Protecting - A conclusion to the basic concepts of finance, this course focuses on insurance, fraud prevention, as well as estates and estate planning.

Financial Abuse

  • Financial Elder Abuse - A course to teach learners how to detect potential financial elder abuse, and what to do if you suspect foul play.

Cryptocurrency

  • Basics of Cryptocurrency - An introduction to cryptocurrency, outlining what it is and how it works.

  • Cryptocurrency Framework - Explains the difference between decentralized and centralized systems, and the importance of this system in relation to cryptocurrency. The basics of blockchain are also covered in this course.

  • Upholding Cryptocurrency - This course shed light on how cryptocurrency is created, as well as how the value of cryptocurrency is upheld.


Finding Concepts of Finance Courses on Content Exchange

Steps within the "Concepts of Finance" courses (Income and Taxes, Spending, Saving and Investing, Borrowing, and Protecting), are found listed within Content Exchange as: Financial Literacy 101, 102, and 103. See this step outline here.

Example: Financial Literacy 101 (3/5) - Budgeting

These three courses are organized based on a tiered system, with more basic concepts being featured within 101, and more complex concepts listed under 102 and 103.

In this curriculum, we recommend using a concept based structure, seen in table below. Admins are welcome to use either method, and both versions contain the exact same steps. It's simply a matter of how you want to organize the content.

Concept Based Organization

Tiered Complexity Organization

  1. Income and Taxes

  2. Spending

  3. Saving and Investing

  4. Borrowing

  5. Protecting

  1. Financial Literacy 101

  2. Financial Literacy 102

  3. Financial Literacy 103


Certifications

Basic Concepts of Financial Literacy

(minimum 80% passing grade)

  • Income and Taxes

  • Spending

  • Saving and Investing

  • Borrowing

  • Protecting

Financial Health Promotion

(minimum 80% passing grade)

  • Financial Literacy

  • Financial Wellness

  • Financial Elder Abuse

Did this answer your question?