Sorted at Work Programme

Sorted at Work courses


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 | 1 day

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 | 2 days or 6 weeks

Fund your financial future

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

 

Sorted Women | 2 days

Own your financial future

Improve your wellbeing and increase confidence in growing your money – see your finances in focus.

Sorted at Work seminars


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 your first 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.

The Money Bites series | 7 sessions, 1 hour each

Each session covers one of the following seven topics:

  • Money Mind
  • Spending
  • Debt
  • Protect
  • Retirement and KiwiSaver
  • Save and invest
  • Frauds and scams

 

Sorted Women | 2 hours

This session focuses on the unique situations women face in managing money and helps develop knowledge, attitudes and beliefs that increase positive financial behaviours. Women will come away feeling confident to take action to secure their financial futures.