Money First Aider®

£99.00

Price per learner

Ideal for HR professionals, payroll teams, Wellbeing Champions, Mental Health First Aiders, members of Employee Resource Groups, managers and leaders.

Individuals who complete this course become a Money First Aider®. It equips participants with the knowledge, skills and confidence to support colleagues facing financial difficulties, helping to create a supportive work environment. The training is suitable for any UK workplace, with no prior knowledge required.

What you’ll learn:

  • Understand the role of a Money First Aider®, including boundaries, confidentiality, and the Money First Aider® conversation structure.

  • Recognise signs of financial difficulty and understand common financial challenges people face

  • Feel confident offering non-judgemental support and signposting colleagues to appropriate help.

Duration: 2-3 hours

Learning format: Online, self-paced e-learning

UK only | CPD certified

If you’d like to purchase more than 10 licences for your team, discounted pricing is available. Please contact us for details.

Price per learner

Ideal for HR professionals, payroll teams, Wellbeing Champions, Mental Health First Aiders, members of Employee Resource Groups, managers and leaders.

Individuals who complete this course become a Money First Aider®. It equips participants with the knowledge, skills and confidence to support colleagues facing financial difficulties, helping to create a supportive work environment. The training is suitable for any UK workplace, with no prior knowledge required.

What you’ll learn:

  • Understand the role of a Money First Aider®, including boundaries, confidentiality, and the Money First Aider® conversation structure.

  • Recognise signs of financial difficulty and understand common financial challenges people face

  • Feel confident offering non-judgemental support and signposting colleagues to appropriate help.

Duration: 2-3 hours

Learning format: Online, self-paced e-learning

UK only | CPD certified

If you’d like to purchase more than 10 licences for your team, discounted pricing is available. Please contact us for details.

  • Any employee can become a Money First Aider®. The course particularly appeals to HR professionals, payroll teams, Wellbeing Champions, Mental Health First Aiders, members of Employee Resource Groups, managers and leaders who want to support colleagues through financial challenges and signpost them to the right support.

    • Recognise signs of financial difficulty and understand common financial challenges

    • Use the Money First Aider® conversation structure with confidence

    • Identify trusted sources of expert help and signpost appropriately

    • How to have compassionate, confidential, supportive conversations to destigmatise money stress

  • Yes, our course is certified by CPD (Continuing Professional Development). On completion, learners can record 3 CPD hours.

    • Improved financial health and overall wellbeing of your teams

    • Peace of mind that you are addressing the impact of financial stress on employee engagement, performance and productivity

    • Higher retention of staff who would consider leaving for financial reasons

    • Provides support to financially vulnerable employees

    • Increased awareness and better use of workplace benefits

    • Contributes to a supportive, inclusive workplace culture

  • There’s no fixed number of Money First Aiders an organisation must have. However, many organisations determine this based on their structure and existing resources. Common approaches include upskilling current mental health first aiders, wellbeing champions, or managers, and ensuring there is at least one money first aider per site or shift pattern, where appropriate.

    Smaller organisations often train around 5–10% of their workforce, while larger organisations may aim for closer to 2%.

    We’re happy to work with you to explore what might be most suitable for your organisation.

    If you’re unsure where to begin, you can start with a smaller group and expand the training gradually over time.

  • Yes. Learners can log in and revisit the training material as many times as they like, even after completing the training.

    We also email all certified Money First Aiders when anything is added to the course, so they can stay up to date.

  • Yes! We work with partners and organisations to build a custom version of the Money First Aider® course so we can incorporate existing workplace benefits that learners already have access to in their organisations. Co-branding options are also available. Get in touch to find out more.

  • No. Money First Aiders canot give financial advice.

    We have a module within the course that explains what Money First Aiders can not do. This includes an explanation of what financial advice is, and the boundaries of the Money First Aider® role. We have an article with more information on our insights page, called ‘Not financial advice’.

  • Any private individual can complete our courses outside of their work.