About this template

Financial well-being is when a person can fully meet current and ongoing financial obligations, feels secure in their financial future and is able to make choices that allow them to enjoy life. This employee financial wellness program template provides a guide for you to present your company’s financial well-being policies and initiatives to your teams.

This template covers information about:

• An introduction to employee financial well-being
• Our employee financial well-being policy
• Your personal financial well-being program

This template is for:

• HR managers
• Team leads

How to use and customize this template

This employee financial wellness program template covers the most universal and crucial information on this topic. We added some empty sections and question fields that you can customize to make the template relevant for your organization. If you don’t need to and want to use the template like it is now, you are free to remove these parts. In that case, the only thing you need to do is change details like your organization’s name and the training duration.

Feel like changing the template up entirely? You are welcome to. You can change anything about the template. It’s also possible to remove sections, add new ones, add additional questions, and add different content. Keep in mind that you need to define learning objectives for each new or changed section. Our advice? Learn how our templates work, then turn it into whatever works best for you.