Online Employee Engagement

Financial Planning for Employees - Online Workshop on Personal Finance

4.9 / 5 (186)

This activity is best for

Employee Participation
Employee Participation
Employee Growth
Employee Growth
Holistic Development
Holistic Development

About this activity

Employees join corporates with starry eyes. However, they get confused with their payslips, tax obligations, increments, appraisals, and how to manage/invest their money. If you are looking to give a financial literacy session to your employees and remote team members, you have landed on the right page.

Let's get started! We have curated this expe... read more

Activity details

Activity type Time

Apna Sapna Money Money

- Green Carpet Welcome to all the participants
- Decoding the money dreams of everyone in the session
5 minutes


- An interactive icebreaker to get you going with the concept to personal finance management
5 minutes

Understanding the Financial Management challenges of the employees

5 minutes

Learning about Financial Planning, Budgeting, and Goals

10 minutes

Classifying your money by ease of availability and riskiness

10 minutes

Savings, insurance, investment

10 minutes

Planning for emergencies

5 minutes

World class artists for this activity

  • Online Finance Coach
    Online Finance Coach
    A Live Personal Finance coach with years of experience in managing wealth portfolios of individuals and organizations.
  • Online Emcee
    Online Emcee
    A virtual show host to take you and your WFH employees through the session effortlessly. The anchor will also ensure that the session is not just informative, but engaging

Activity impact

Average rating by all the attendees for this experience
Percentage of attendees who felt happier than before after this experience
Percentage of attendees who felt more connected with their collegaues after the activity

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