The Financial Wellbeing First Aid Course helps you recognise when someone may be struggling financially and gives you the confidence to respond in a supportive, appropriate way.
The course focuses on listening, understanding and signposting, rather than giving financial advice.
Who the course is for
This course is suitable for anyone who:
- Supports or manages others
- May be the first point of contact for someone experiencing financial stress
- Wants to better understand the link between money and mental health
What the course covers
The course explores the key areas of financial wellbeing and resilience, including:
- Understanding financial wellbeing and resilience
- The link between financial stress and mental health
- Spotting early indicators of financial difficulty
- Having safe, structured and non-judgemental conversations
- Active listening and empathy
- Knowing when and how to signpost to appropriate support
You’ll also learn about trusted internal and external support networks, and how to support others while maintaining clear professional boundaries.
What you’ll gain
- Confidence to support someone experiencing financial stress
- Practical conversation and listening skills
- A clear understanding of your role and limits
- Knowledge of where and how to signpost for help
- Recognition as a Financial Wellbeing First Aider
Course format
- Delivered online
- Interactive sessions with practical exercises
- Includes reflection and a short assessment
- Certificate of completion provided
Important information
This course is for educational purposes only and does not provide financial advice. Financial Wellbeing First Aiders are not expected to diagnose, advise or resolve financial issues — their role is to support, listen and signpost appropriately.
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