APEX Financial Wellbeing at Work | Corporate Training Programme with Certificate, Facilitator Pack and Team Licence

Ease money worries. Lift performance.

Money worries do not stay at home. The CIPD Good Work Index 2025, a survey of over 5,000 UK workers, found 31% said money worries had hurt their work performance, 30% could not cope with an unexpected £300 bill, and nearly one in five had lost sleep worrying about money. The FCA's Financial Lives survey found one in four UK adults have low financial resilience. And 65% of staff say an employer's financial wellbeing support would matter when choosing where to work.

APEX Financial Wellbeing at Work is a complete, ready to deliver training programme for HR, reward, payroll, wellbeing and L&D teams. It equips managers to understand how money worries affect health and work, spot financial stress, hold sensitive conversations, and signpost free, impartial help without giving advice. It also helps organisations review pay practices and benefits, avoid well meant offers that add to harm, and build a financially healthy workplace.

What your organisation receives

• Online course (3.5 hours): 5 modules and 15 interactive lessons with knowledge checks, a 10 item toolkit and a 20 question final assessment. Learners who score 80% or more download a personalised certificate. Runs in any browser and can be hosted on your intranet or learning platform.
• 40 page fillable workbook: in A4 and US Letter, including a risk map, signs of financial stress checklist, conversation planner, signpost card, guidance not advice boundary, pay practice check, benefits map and communication plan, avoiding harm checklist, hardship support design, social costs review, priority debts guide, pension and scam checks, life events and gambling harm tools, needs analysis, strategy plan, communication calendar and a private money plan.
• Facilitator slides (Team licence and above): 26 editable PowerPoint slides with full speaker notes.
• Facilitator guide (Team licence and above): half day, modular, reward and payroll and manager briefing plans, practical activities, scenario cards, answer keys, an evaluation framework, rollout emails and a senior leader briefing note.
• Forms (Team licence and above): attendance register, before and after confidence surveys, session evaluation and a fillable certificate template.
• Licence certificate confirming your organisation's licence and learner numbers.

Learning outcomes

• Explain how money worries affect health and work
• Spot signs of financial stress
• Hold sensitive money conversations
• Signpost free help without advising
• Improve pay practices and benefits
• Build a financially healthy workplace

Choose your licence

• Single Manager, 1 learner, £97: online course, certificate, workbook and toolkit.
• Team, up to 10 learners, £395: everything above plus the full facilitator pack.
• Department, up to 50 learners, £1,250: the full programme for a department or site, with intranet and LMS hosting.
• Organisation, up to 250 learners, £2,950: the full programme across your organisation at under £12 per learner.

All licences are a one off payment and perpetual for the purchasing organisation. For more than 250 learners, multi site groups or an invoice, please contact us through the store.

Why APEX

Designed by Isabella Hawke, Founder of Verde Vitae Group, with 26 years in health and wellbeing. Evidence informed, written in plain English and built to be delivered by HR and line managers.

This programme is an educational resource. It does not provide financial, debt, legal or HR advice, and does not replace your organisation's policies or regulated advice.