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Free course template · Global

Financial wellbeing for employees: Budgeting basics

A ready-made course, live deck and two surveys for all employees. AhaSlides tracks progress, completion and scores for you. 30 minutes, 6 lessons. Last reviewed 29 October 2026; not legal advice.

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Financial wellbeing for employees: Budgeting basics: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 30 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why money stress follows people to work · 6 min

    Before you begin · Priya checks her banking app twice before each meeting and loses focus. Tom skips lunch breaks to take extra shifts. Neither tells anyone · What would you say?

  • Lesson 2: Income, expenses and the 50/30/20 rule · 6 min

    Know your numbers · The rule of thumb · Check

  • Lesson 3: Spot the leak · 6 min

    Where does it go? · Sort the spending · Check

  • Lesson 4: A surprise bill, a pay change and a goal · 5 min

    The surprise bill · The pay change · A goal that fits

  • Lesson 5: Where to get help · 5 min

    Support available · Speak up early · Your next steps

  • Lesson 6: Final assessment · 2 min

    Practice

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding, during a wellbeing month, or when the organisation changes pay or benefits.

All employees; offered by HR or benefits teams as a wellbeing benefit.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • EAP contact
  • Payroll contact
  • Wellbeing link
  • Help contact
  • Policy link
  • LMS or record system
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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