Know what to say when money comes up at work?
Financial Champion®
Certification
FOR HR PROFESSIONALS AND PEOPLE LEADERS
6th July | 9:30am – 12:30pm (UK time) | Virtual
In partnership with The Financial Wellbeing Academy
Financial Champion® Training
OVERVIEW
When an employee is struggling financially, the impact rarely stays at home. It shows up in conversations with employees and through line managers. In absence, reduced performance, presenteeism, mental health concerns. And in the situations that often land back with HR and People teams.
Yet many HR professionals and managers tell us the same thing. “I want to help, but I’m worried about saying the wrong thing.”
This practical workshop has been designed specifically for HR professionals, People teams, and those supporting employees through difficult conversations. You’ll gain a deeper understanding of financial wellbeing, how financial pressure shows up in the workplace. And how to handle these conversations with confidence, professionalism and clear boundaries
Who this is for
HR Leaders, People Partners, HR Business Partners
Learning and Development Professionals
Employee Wellbeing Leads
HR Consultants supporting Organisations and People Leaders
What you'll learn
Understanding financial wellbeing and why it matters at work
Recognising how financial pressure shows up in behaviour, performance and conversations
The wider impact on teams and culture
Building confidence handling sensitive conversations
Practical ways to respond without overstepping. Knowing where your role begins and ends
Creating safe, professional conversations helping people access the right support
What you will leave with
Greater confidence navigating financial wellbeing conversations
A practical understanding of how financial pressure impacts workplace performance and wellbeing
Tools and techniques you can apply immediately in conversations with employees and managers
A clear understanding of appropriate support and signposting options
What you'll receive
Alongside the live session, you will receive
Financial Champion® Workbook
Pocket guide resources to support conversations
Practical tools and prompts you can use straight away
Interactive discussions and reflection exercises
Certificate of Completion
A digital workbook will be shared in advance, with additional resources and materials provided after the session
Meet your facilitator
Kim Uzzell Chartered FCSI, Financial Psychologist, Behavioural and Emotional Finance Expert Creator of the Financial Champion® initiative and Founder of The Financial Wellbeing Academy
With over 35 years’ experience in investment and wealth management, alongside nearly 20 years in coaching, mentoring and training, multi award winning Kim Uzzell brings both professional expertise and real-world understanding to financial wellbeing. After leaving her regulated career during the pandemic, she focused on supporting a wider number of people with recognising and effectively dealing with financial stress.
Her work now centres on helping organisations understand how money pressure shows up at work. And giving people the confidence to respond earlier, through better conversations. Because financial pressure can affect anyone, at any stage of life, and is often present long before it’s spoken about
Delivered in partnership
This session is hosted by Samantha Tremlin, Founder and Wellbeing Director at Kuutch, a multi award winning workplace wellbeing, leadership and culture consultancy.
Kuutch works with organisations to understand how pressure shows up across people, behaviour and performance, and how workplace systems shape what gets seen, avoided or escalated. Financial pressure is one of the most common underlying factors. Often sitting behind changes in focus, absence, behaviour and performance.
Workshop details
Date: 6th July 2026
Time: 09:30 – 12:30 UK Time
Location: Virtual Classroom (Teams)
Investment: £225 per person
Places are limited to keep this practical and interactive
To request an invoice for BACS payment, to discuss bookings for 8+ delegates or to arrange in-house Financial Champion Training for line managers, mental health first aiders or employees, email [email protected]
Important notice
Champion® training is not financial advice training. You will not be expected to provide regulated financial advice, counsel debt solutions, or act as therapists. The programme focuses on awareness, communication, boundaries and signposting
Reserve Your Seat
Date: Monday 6th July 2026
Time: 09:30 – 12:30 PM UK Time
Format: Microsoft Teams
£225
Request invoice / group bookings
To request an invoice for BACS payment, to discuss bookings for 8+ delegates or to arrange in-house Financial Champion Training for line managers, mental health first aiders or employees, click the above or email us at [email protected]
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