Sorted at Work Programme

Sorted at Work courses are designed to support the financial capability of your employees. Whether they need to start with the basics, or are ready to take their financial choices further, the courses are designed to cover this diversity. The courses are delivered by our CFFC affiliated facilitators over several days or can be delivered over a number of weeks. Take your employees on the whole journey or choose from any of the options below to support your workplace requirements:

Get ahead | 3 days or 8 weeks

Take control of your financial future

Sort out your money, tackle that debt and start to see your future – gain confidence and control over your finances.

Get sorted | 2 days or 6 weeks

Own your financial future

You’re on your way to having a financially sorted life – here’s how to get further ahead and have your money work for you.

The choice years | 8 hours

Planning for retirement

Make retirement work for you - develop an action plan and financial road map to support your life, money and wellbeing in retirement.

Get invested | 1.5 days or 4 weeks

Fund your financial future

Soar to greater heights with savvy investing – how to build wealth safely and spread your risk.

Sorted at Work seminars are short interactive sessions focussing on specific topics. They are delivered by our CFFC affiliated facilitators. The seminars provide an introduction to the Sorted at Work courses or can be offered as stand-alone options:

Financing a home | 2 hours

This seminar covers how to grow a house deposit and who can help you; buy your first home, the right mortgage for you, the sales and purchase process and the fundamentals of financing a home.

Fighting fit | 2.5 hours

This seminar covers key tips and tricks to build financial skills, including money attitudes, needs and wants, spending diaries, budgeting, money systems, goals, emergency funds, compounding interest, true cost of credit and insurances.

Money bites series | 1 hour x 6

Each session covers one of the following six topics:

• Money Mind
• Spending
• Debt
• Insurance and Wills
• KiwiSaver and Retirement
• Saving and Investing