Financial Wellness - Workshop Agenda

Financial literacy workshop agenda

Saventh helps HR teams plan practical financial literacy workshops with clear topics, employee-friendly flow, and optional follow-up support.

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Financial workshop for employees in an Indian workplace

Why a Clear Workshop Agenda Matters

Employees engage better when the session is practical, structured, and connected to everyday money decisions.

A strong agenda avoids generic financial jargon and focuses on budgeting, savings, tax, debt, insurance, and goals.

For HR teams, the agenda also makes it easier to communicate the session internally and measure participation.

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Workshop Agenda

Saventh helps HR teams plan practical financial literacy workshops with clear topics, employee-friendly flow, and optional follow-up support.

Suggested Workshop Agenda

A practical workshop can cover:

  1. 1

    Opening: why money clarity matters

  2. 2

    Budgeting and monthly cash flow

  3. 3

    Emergency fund basics

  4. 4

    Debt, credit, and EMI discipline

  5. 5

    Insurance awareness

  6. 6

    Tax readiness and documentation

  7. 7

    SIP, saving, and goal planning basics

From Awareness to Action

The first step is practical education. After the session, employees who want personal help can voluntarily continue into deeper planning support.

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Goal-based financial planning

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Investment planning

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Mutual fund discussions tied to goals

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Insurance planning

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Tax planning

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Retirement planning

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Financial goal reviews

How HR Teams Can Use This

The agenda can support onboarding, wellbeing weeks, tax season, or employee engagement calendars.

  • Run a structured employee workshop
  • Communicate clear topics before the session
  • Adapt content by employee group or industry
  • Offer optional personal planning after the workshop
  • Connect the workshop to HR wellbeing goals
  • Keep the CTA simple and action-oriented

Why Saventh

Saventh is built around workplace financial wellness for Indian employees. The approach starts with literacy, keeps the language simple, and respects employee choice.

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Education-first workplace sessions, not sales-first workshops

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Practical examples for Indian salaries, families, EMIs, tax, and goals

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Interactive delivery suitable for HR, People Ops, and leadership teams

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Optional personalised guidance only for employees who ask for it

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Goal-based planning, insurance, tax, and retirement support when requested

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No return promises, pressure, or invented statistics

Frequently Asked Questions

How long should a financial literacy workshop be?

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Most workplace sessions work well in 45 to 75 minutes, depending on the topics and audience size.

Can the agenda be customised?

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Yes. The agenda can be adapted for employee level, industry, language comfort, and HR goals.

Should the workshop include personal advice?

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The group workshop should stay educational. Personal planning can be optional after the session.

Schedule a literacy session

Schedule a literacy session with a practical workshop agenda.

Reviewed by the Saventh Financial Literacy Team. Educational information for Indian employees — not personalised advice. Mutual fund investments are subject to market risk. Saventh AMFI ARN 324457.

Saventh

Employee financial wellness, literacy sessions, and guided next steps for Indian workplaces.

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