Financial education works

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Financial Education at
the workplace works

Financial Literacy defined:
• Wikipedia defines it as “Financial literacy is the ability to
understand finance sufficiently to make appropriate decisions
regarding one's personal finances”
• Indian School of Microfinance for women defines it as “Awareness,
knowledge and skills to make decisions about savings,
investments, borrowings and expenditure in an informed
manner”

Why Financial Literacy at workplace is
VITAL?
• Financially diseased employees are lagging behind in
arriving at decisions both for themselves and for the
organization where they work.
• Unfocused towards the work they are involved in.
• Insecure about their future.
• Passive in doing their work thereby leading to low
productivity level, attrition and personnel stress.

Reasons why they get diseased?
• Illiterate in managing personal finance.
• Mismanagement of their credit cards.
• Loan problems.
• External inputs from sellers of financial products or
misguidance from peers.

How does it affect the Organization?
• Higher attrition level
– Employees switch jobs for small hikes elsewhere.
• Absenteeism
– Employees take leave to handle personal issues
• Low Productivity
– Creative energy spent on thinking about financial worries
• Lesser concentration in the work place.
– Not able to focus on tasks as the mind is under stress

Solution- Simple medicines for curing
it….
• Providing employees with a comprehensive Financial
Education Program at the Workplace.
• Enable Employees achieve holistic growth in terms of
managing their finance by giving them access to quality
financial education at the workplace.
• Providing access to neutral and unbiased professional
counseling to financial distressed employees.

Positive Effects of medicine – Upside &
Downside
Improves Productivity
Improves Retention
Higher Employee Morale
Lesser employee stress
Reduces Attrition
Reduces HR & Admin costs

Other Positive Outcomes
Financial Wellness
Personal savings satisfaction
Retirement savings satisfaction
Better physical and mental health
Positive performance
Improvement in financial solution
Confidence about leading better life

The Doctors - FINERVA
• India’s First financial education company providing Professional, Unbiased
and Simplified financial education at the workplace. Main focus being
salaried professionals
• Focus areas of Financial Education being:
– Basic Personal Finance Management
– Debt management and repair
– Financial Planning concepts

Core Values
• Finerva delivers its Financial Education Solution strictly
adhering to our core values
– Simplify personal finance concepts
– Provide an Experiential Learning platform
– Thoroughly professional, Unbiased and Transparent
– Above all make Finance seem
FUNANCE

Delivery mechanism
• We deliver our Financial Education Solutions
through the following medium
– Facilitators led Workshops at Workplace or off
campus
– Instructor led training sessions
– E-learning modules

Key ingredients of Educational Sessions
Case studies
Games
Activities
Presentations
Interaction
 Understanding
 Energy & Fun
 Experience
 Knowledge
 Personal clarification

Results of Such Quality Financial
Education
For Employees:
Reduces Financial Stress
Improved relationships.
Better Savings
For Employers:
Improved productivity
Lower attrition
Improved bottom-line

What are you waiting for?
• Call now to ask for a presentation on how
our team can
– IMPROVE YOUR BOTTOMLINE
–INCREASE EMPLOYEE RETENTION

Financial education works

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