Financial literacy workshop for members
A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 9 details that are specific to your organisation.
- Length
- 60 min
- Lessons
- 3 lessons
- Frequency
- Member workshop
- Last reviewed
- 22 Oct 2026
Your income drops 10% next month. You have a streaming plan, a gym membership, a phone plan and rent
Try it: this is one of 10 interactive activities in the course.
What's included
Three pieces that work together
Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.
Self-paced course
Short lessons with real workplace scenarios, not walls of text.
- 3 lessons, about 60 minutes
- Accordion, sorting activity, scenario, flashcards and quizzes
- 7-question final check, 80% to pass
Live session deck
An AhaSlides presentation to run after the course, in person or online.
- 13 slides
- Poll, quiz, word cloud, ranking slides
- A closing slide for your contacts
A feedback survey
Find out what landed and what to change next time.
- Feedback survey: 9 questions
- Questions written for this session
- Results feed your next session
Learning objectives
At the end of this course, learners can
Each objective and the lesson that covers it.
| ID | Objective | Source | Where it's covered |
|---|---|---|---|
| SO 441.1.1 | Name two or three personal money goals and say which matters most right now | Best practice | Whole course |
| SO 441.2.1 | Sort everyday spending into needs, wants and savings and explain why the split is a personal choice | Best practice | Whole course |
| SO 441.3.1 | Explain in plain words what a credit score is used for and name the habits that influence it | Best practice; local guidance | Whole course |
| SO 441.4.1 | Choose one next step for this week and know where to get free help + your info | Best practice | Whole course |
Your part: what a template can't do for you
- Your workplace details: fill in the 9 highlighted fields so the course describes your own policies, contacts and locations.
- Records: record completion in your own LMS or record system.
Course outline
3 lessons, about 60 minutes
Minutes per lesson are an estimate, shared out by page count.
1Your money, your plan
4 pages
30 min
Your money, your plan
4 pages
2Credit scores and saving
2 pages
15 min
Credit scores and saving
2 pages
3Check and next steps
2 pages
15 min
Check and next steps
2 pages
Live deck and survey
13 slides to run live, a survey to close the loop
Pink slides are interactive. Every survey question is listed below.
Feedback survey: 9 questions
- Overall, how would you rate this session? 5 stars
- How useful was it for you? 1-5 scale
- How confident are you about making and keeping a simple monthly spending plan today? 1-5 scale
- Which topic do you want a follow-up session on? multiple choice
- How likely are you to make a spending plan in the next month? 1-5 scale
- What question did we not get to? short text
- How comfortable do you feel talking about money with people you trust? multiple choice
- What is one thing we should change or add? open text
- How likely are you to recommend this session to a colleague or friend? NPS
Make it yours
9 fields to fill in, and you're ready
Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.
- Organisation name
{{ORGANISATION_NAME}} - Host name and role
{{HOST_NAME_AND_ROLE}} - Local cost of living examples
{{LOCAL_COST_OF_LIVING_EXAMPLES}} - Savings products to mention
{{SAVINGS_PRODUCTS_TO_MENTION}} - Follow up contact
{{FOLLOW_UP_CONTACT}} - Free counselling resource
{{FREE_COUNSELLING_RESOURCE}}
Show all 9 fields
- Course URL
{{COURSE_URL}} - Survey 1 URL
{{SURVEY_1_URL}} - Reporting channel
{{REPORTING_CHANNEL}}
FAQ
Common questions
Can I run financial literacy workshop for members training online?
Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.
How often is this training needed?
Member workshop (60 min).
Who needs this training?
Members, customers or community groups; run by a credit union, bank or community educator.
What records should I keep?
Record completion in your own LMS or record system, so you can show who finished the course and when.
Can I edit the content?
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.
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Ready to run it?
Open the live deck to see how the session runs alongside the course and the survey.