Global

Money quiz: What's your money style?

A ready-made course you customise for your organisation, with a live session deck and a survey. You only add the 6 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
15 min
Lessons
3 lessons
Frequency
Live self-reflection quiz
Last reviewed
22 Oct 2026
Inclusive and remote
What would you do?

The emergency cushion poll shows many people choose 'Not yet started'

Try it: this is one of 8 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the survey tells you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 3 lessons, about 15 minutes
  • Process, sorting activity, flashcards, scenario and quizzes
  • 5-question final check

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 13 slides
  • Poll, scale, word cloud, open-ended slides
  • A closing slide for your contacts

A feedback survey

Find out what landed and what to change next time.

  • Feedback survey: 9 questions
  • Questions written for this session
  • Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
SO 443.1.1Reflect on personal money habits without judgementBest practiceWhole course
SO 443.2.1Name one strength and one habit to adjust in how you handle moneyBest practiceWhole course
SO 443.3.1See the spread of habits in the room and recognise that there is no single right styleBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 6 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

3 lessons, about 15 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Run the quiz

3 pages

6 min
Before you beginNoteTextList
How the 15 minutes runTextProcessImageButton
CheckQuiz
2

Inclusive and remote

3 pages

5 min
Keep it kindTextSorting activity
Run it remotelyTextFlashcardsNoteYour info
ScenarioScenario
3

Host with confidence

2 pages

4 min
Final checkQuizMulti-select quiz
You have finishedKey factAccordionButtonYour info

Live deck and survey

13 slides to run live, a survey to close the loop

Pink slides are interactive. Every survey question is listed below.

Content · customiseMoney style a light quiz
Poll · customiseA surprise {{CURRENCY_AND_AMOUNTS}} arrives. What do you do first?
PollHow often do you check your account balance?
PollBefore a big purchase I usually...
PollBills are paid...
PollMy emergency cushion is...
ScaleHow relaxed do you feel about money today?
ContentWhere the room landed
PollWhich of these sounds most like you?
ContentEvery style has a strength
Word cloudOne habit I want to keep
Open-endedOne small change I could make
Closing · customiseThanks for joining
Feedback survey: 9 questions
  1. Overall, how would you rate this session? 5 stars
  2. How useful was it for you? 1-5 scale
  3. How confident are you about noticing your own money habits today? 1-5 scale
  4. How useful was seeing how others answered? 1-5 scale
  5. Would you join a follow-up workshop on budgeting? multiple choice
  6. What would make this quiz better? short text
  7. How comfortable do you feel talking about money? multiple choice
  8. What is one thing we should change or add? open text
  9. How likely are you to recommend this session to a colleague or friend? NPS

Make it yours

6 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Organisation name{{ORGANISATION_NAME}}
  • Currency and amounts{{CURRENCY_AND_AMOUNTS}}
  • Free education resource{{FREE_EDUCATION_RESOURCE}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Course URL{{COURSE_URL}}
  • Reporting channel{{REPORTING_CHANNEL}}

FAQ

Common questions

Can I run money quiz: What's your money style? training online?

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

How often is this training needed?

Live self-reflection quiz (15 min).

Who needs this training?

Members, staff wellbeing sessions, community groups; run as a light icebreaker.

What records should I keep?

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

Can I edit the content?

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

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Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and the survey.

See the live deck