Training on Financial Wellness & Pension Education for Employees
Empower employees with financial wellness skills and pension knowledge for long-term security.
Next intake
20 Jul 2026 · Dakar
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Financial well-being plays a critical role in employee productivity, job satisfaction, and overall organizational performance. Employees who possess strong financial management skills are better equipped to manage daily expenses, reduce financial stress, and make informed decisions about their future. However, many individuals have limited knowledge of personal finance, retirement planning, and the benefits of workplace pension schemes.
This course is designed to provide participants with practical knowledge and tools to effectively manage their finances, build sustainable saving habits, understand pension systems, and prepare for a financially secure retirement. Through real-life examples and interactive learning, participants will gain the confidence to make sound financial decisions, maximize employee benefits, and develop long-term financial plans that support both personal well-being and career success.
Duration
5 Days
Who Should Attend
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Employees across all levels
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HR and benefits officers
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Union representatives and staff welfare committees
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Early-career, mid-career, and pre-retirement employees
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Organizations implementing financial wellness programs
What you'll walk away with
By the end of the course, participants will be able to:
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Understand personal financial wellness principles
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Manage income, expenses, savings, and debt effectively
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Understand pension schemes and retirement benefits
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Make informed decisions on pension contributions and benefits
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Plan for long-term financial and retirement security
What we cover, module by module
Module 1: Financial Wellness & Personal Money Management
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Understanding financial wellness and its impact on wellbeing
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Income management, budgeting, and cash flow planning
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Setting short-, medium-, and long-term financial goals
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Case Study: Managing household finances effectively
Module 2: Savings, Debt & Risk Management
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Building emergency savings and financial buffers
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Managing loans, credit, and debt responsibly
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Insurance basics and risk protection
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Case Study: Balancing savings and debt obligations
Module 3: Understanding Pensions & Workplace Retirement Benefits
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Introduction to pension schemes and retirement planning
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Employee and employer contributions explained
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Benefits, vesting, and portability
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Case Study: How pension contributions grow over time
Module 4: Retirement Planning & Long-Term Wealth Building
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Retirement needs assessment and planning basics
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Investment fundamentals for long-term growth
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Making informed benefit and contribution decisions
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Practical Session: Developing a personal retirement roadmap
Module 5: Financial Decision-Making & Action Planning
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Financial goal setting and action planning
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Avoiding common financial mistakes
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Aligning lifestyle choices with financial goals
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Practical Session: Creating a personal financial wellness action plan
Where the change lands
Individual Impact
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Improved financial confidence and money management skills
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Reduced financial stress and anxiety
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Better understanding of pension benefits and retirement options
Organizational Impact
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Higher employee engagement and productivity
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Improved uptake and appreciation of pension schemes
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Stronger staff retention and workplace wellbeing
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
DakarNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Johannesburg | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Dar es Salaam | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Nakuru | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Pretoria | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- DakarNext
20 Jul → 24 Jul·In-Person
Book this intake - Johannesburg
20 Jul → 24 Jul·In-Person
Book this intake - Dar es Salaam
20 Jul → 24 Jul·In-Person
Book this intake - Nakuru
20 Jul → 24 Jul·In-Person
Book this intake - Pretoria
27 Jul → 31 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Financial Wellness & Pension Education for Employees in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.