Personal Finance Workshop as Startup Employee Benefit

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Image by o5com via Flickr

Last month we finished our first personal finance workshop for company employees and had 28 participants. The idea is simple: employees that feel more confident about their financial future will be happier and more productive team members. We used MoneyCheck’s corporate-sponsored personal finance workshops as our provider to teach the course and have been thrilled with them.

Here were a few takeaways from the experience:

  • The program should be facilitated by a third-party that is paid for by the company and isn’t trying to sell stuff to the employees (no one wants to sit through a class where they know they are trying to be sold something)
  • Benefits of the program include employee team building, significantly greater 401k participation, and increased individual confidence
  • Arrange for one-on-one time with the instructor and the employees so that more confidential and private questions can be answered outside the larger group setting

If you’re looking to differentiate your startup’s employee benefits, strengthen your corporate culture, and increase employee satisfaction, I’d highly recommend talking to Alok at MoneyCheck.

What else? Have you done a personal finance workshop and what’s been your experience?

3 thoughts on “Personal Finance Workshop as Startup Employee Benefit

  1. Thanks David. I enjoyed teaching the class and am excited to see the ongoing impact.

    For others who are interested in learning more about financial wellness programs, feel free to email me directly at

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