Now they've a work friend to turn to for support

MONEY FIRST AID's online course trains critical members of your team in financial first aid, a new, essential skill in today's workplace. So they can support colleagues and customers facing financial difficulties.

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"I’ve just completed the course. I'm really buzzing about it! Easy to access and clear language."

Who we partner with

It's how you build a (finacially) resilient team community

Why train your wellbeing champions as Money First Aiders™?

We know money worries are affecting staff mental health and performance. 86% say their financial situation has made their mental health worse, according to Mental Health Policy Institute.

But we don't always know which members of staff are struggling – nor how. And the scale of the problem is huge. According to Citizens Advice, a third of UK adults are just £20 away from falling into crisis.

Staff aren't often aware of the support available to them – from your company or the government. For example, £23bn of state financial support goes unclaimed each year (source: Policy in Practice - April 2024).

The answer doesn't have to be costly, impersonal financial wellbeing platforms, which are too often left unused.

There are 800,000 mental health first aiders in the UK. Imagine what your organisation could achieve if your employees felt supported with financial difficulties, too, by people in the team they trust.

For just £99 per person, you can have anyone in your company trained as a Money First Aider™. Selecting trusted individuals and wellbeing champions across your teams to take the course can make a big difference – at a fraction of the cost of other wellbeing solutions.

Discover the training course

Why MONEY FIRST AID?

Money First Aider training course platform

→ Support the financial health of your team

Imagine every staff member facing financial stress having someone they can trust in the team to offer immediate support and point them towards the best resources available to them.

→ The people-led way to support your team around money

→ Get set up in minutes and trained in under 3 hours

Money First Aider™ course takers can access and complete their training anywhere, anytime and at their own pace – without the administrative headaches that usually come with arranging staff training days.

→ Created by experts, designed for everyone

Having Money First Aiders can be a drastically more cost-effective option than using expensive, impersonal financial wellbeing platforms.

Money experts Rachel and Stacey have a combined 34 years' experience in financial services. And they've created a user-friendly course – packed with quizzes, videos and case studies. Anyone can become a Money First Aider™.

CPD-certified course

Online, self-paced e-learning

Ongoing support, renewed annually

No prior knowledge needed

It benefits your customers and community, too

Discover all MONEY FIRST AID's use cases

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Employers

Train your employees to become Money First Aiders™, so they can support their colleagues or your customers with overcoming money stress.

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Public sector & charities

Train your staff to become Money First Aiders™ so they can support your communities in overcoming money stress.

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Individuals

Advisers, accountants, coaches, therapists: further your expertise in supporting clients with money stress and gain 3 CPD hours.

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Partners

Partner with us to offer our training course to your clients and communities.

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Meet your trainers

Rachel Harte

Rachel has 18 years of experience in the financial services industry. She is a Chartered Financial Planner and has advised high net worth clients on all areas of financial planning before joining a UK fintech start-up in 2020 to co-develop the first digital financial coaching experience for the workplace. This included developing independently accredited training programmes and championing the emerging financial coach profession. She is an Education Champion for the Personal Finance Society running free financial education workshops in schools.

She also has an EMCC coaching accreditation, is a Mental Health First Aider and a young person's life coach at Leeds University.

Stacey Lowman

Stacey has 16 years of experience in the investment industry, working for global corporates, fintechs and startups, in Europe, Asia and Silicon Valley. She has been an accredited financial coach since 2016. Stacey set up her own Financial Coaching business in 2018, with a focus on financial wellbeing and values-led money management for positive impact. Stacey joined a UK start-up in 2021 to co-develop the first digital financial wellbeing experience for the workplace. She has various financial and investment qualifications and two years of psychotherapy studies. She was also a Career Coach and Learning Designer for Escape The City, supporting people transitioning into purpose-driven work. You can find out more about Stacey here.

Money & Pension Service Employee

"I’ve just completed the course. I'm really buzzing about it! Easy to access and clear language."

Coach & Trainer

"This is a great course with links to loads of helpful resources. It's really accessible... I love how clearly explained the ideas are... It's really comprehensive."

Financial Adviser

"Absolutely fantastic - really valuable information."

Project Manager

"I thought the course was really well structured, with the breakdown into individual sections really helpful, with each section easily digestible."

Skylight Ventures Employee

"Overall a useful and easy to navigate course!"