Financial Wellbeing can be broken down into five elements:
INSTITUTE FOR FINANCIAL WELLBEING
If you’re here, you must be curious about financial wellbeing, what it is and how it can positively impact the way you work with your clients for mutual benefit.
If you want to learn how to implement the tenets of financial wellbeing into your day-to-day business interactions and engage with a community of finance professionals who share your interest in this important and emerging topic, please come and join us at the Institute for Financial Wellbeing. You’ll discover a wealth of expertly curated resources, member events and ongoing debates all devoted to increasing the understanding and adoption of financial wellbeing practices.
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Click here to find out more on the Institute for Financial Wellbeing website
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LATEST PODCASTS
Episode 120 – Money Stories with Dr Megan McCoy
Episode 120 - Money Stories with Dr Megan McCoy In this episode, we chat with Dr. Megan McCoy a financial therapist about money stories—the beliefs we form about money based on childhood, family, and past [...]
Episode 119 – 7 Tips on Investing for Wellbeing
Episode 119 - 7 Tips on Investing for Wellbeing It’s taken us a while to get here, but we’re finally tackling that ever-mysterious (and often misunderstood) topic: investment management. But don’t worry—this isn’t a crash [...]
Episode 118 – Kindness with Dennis Harhalakis
Episode 118 - Kindness with Dennis Harhalakis Money isn't just about numbers - it's about emotions, habits, and the way we treat ourselves and others. In this episode the guys welcome Dennis Harhalakis, an experienced [...]
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