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.
Lets get started! We have curated this exp... read more
| Activity type | Time |
|---|---|
Show me the money! Fun icebreaker activity- We kick off the event with some fun introductions and an understanding of the aspirations of the audience- The curren read more+ read less- | 10 Minutes |
Learning about Financial Planning, Budgeting, and Goals- Proper financial planning starts with goal setting, including short-, intermediate-, and long-term goals.- Key short- read more+ read less- | 10 Minutes |
Classifying your money by ease of availability and riskiness- When planning your financial goals, you need to consider the risks to your income, capital, and investments.- In this read more+ read less- | 10 Minutes |
Savings, insurance, investment- Devise a Budget- Create an Emergency Fund - Limit Debt - Use Credit Cards Wisely - Monitor Your Credit Score - Plan ( read more+ read less- | 10 Minutes |
Planning for emergencies- An emergency fund is a key component of any good financial plan.- The rule of thumb is that you need to keep between read more+ read less- | 10 Minutes |
Live QnA with the Keynote Speaker- Facilitated by the event host/emcee, the audience gets to engage and interact with the Keynote Speaker- The participa read more+ read less- | 15 Minutes |
The Financial Planning for Employees – Online Workshop on Personal Finance is a virtual learning and employee engagement session designed to help employees become more confident about managing their money. Led by a Personal Finance Coach, the workshop covers financial jargon, budgeting, financial goals, savings, investments, insurance, risk, and emergency planning.
The workshop covers decoding financial jargon, financial planning and goal setting, budgeting, classifying money according to accessibility and risk, savings, insurance, investments, and emergency planning. The objective is to make personal finance easier to understand and more relevant to employees.
Yes. A dedicated segment focuses on financial planning, budgeting, and goal setting. Employees are introduced to short-, intermediate-, and long-term financial goals and how proper planning can help them work towards those objectives.
Yes. The workshop includes a dedicated segment covering savings, insurance, and investments. It also discusses practical financial habits such as creating an emergency fund, limiting debt, using credit cards responsibly, monitoring credit scores, and planning finances.
Yes. The programme includes a 15-minute live Q&A with the keynote speaker/finance expert, facilitated by the event host or emcee. Employees can use this opportunity to ask questions and interact directly with the financial expert.
Since it is an online experience, employees can participate from their homes or offices across major cities including Delhi, Mumbai, Bangalore, Hyderabad, Chennai, Pune, Kolkata, Ahmedabad, Jaipur, Chandigarh, Gurugram, Noida, Kochi, Goa, Indore, Lucknow, Surat, Nagpur, Bhubaneswar, Visakhapatnam, and Coimbatore, along with other locations across India.
To book the Financial Planning for Employees – Online Workshop on Personal Finance, share your preferred date, participant count, and requirements with SOS Party. The programme can be customised for employee financial literacy, Witty Wednesdays, employee growth initiatives, professional development programmes, and corporate wellness calendars. For pricing, availability, and a customised proposal, contact +91 79734 32360
1000+ Corporates trust SOSParty with their employee engagement. Please fill in the following details for us to share the pricing and offers with you.
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