Financial Literacy Curriculum

Groundwork Annual License

everything you need to run a financial literacy workshop series

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Maximize Your Time

Leverage your expertise efficiently without extensive preparation

Maximize Your Time

Reduce Public Speaking Anxiety

Focus on adding your unique touch, share your stories, compassion, and expertise

Reduce Public Speaking Anxiety

Boost Participant Success with Expert Coaching

Enjoy letting the videos encourage participants to move to the next step

Boost Participant Success with Expert Coaching

Simplify Complex Financial Concepts

Ensure everyone is on the same page regardless of prior knowledge

Simplify Complex Financial Concepts

Grow Your Business

Enhance your visibility and credibility by being the trusted expert

Grow Your Business

Provide Industry-Leading Education and Training

Use an industry-leading coaching process that gets exceptional results

Provide Industry-Leading Education and Training
Kathy speaking to a group of 350 people

Imagine ... Public Speaking Made Really Easy

YOU can be an excellent group leader without needing to practice or be nervous

6-Week Financial Literacy Curriculum for Financial Coaches

get your group coaching or organizational wellness program running fast with this plug and play workshop series

Unlock everything you need to effortlessly run a successful financial literacy program:

  • Instant Online Access to 6 ready-to-use, engaging videos
  • Download Professional Handouts in printable and fillable PDF formats
  • Join Our Exclusive Community for unparalleled support and guidance
  • Receive Timely Updates and marketing materials as they are released
  • Serve Both USA and Canada with information related to both regions
  • Get Started Quickly with comprehensive leader notes and group tips
  • Upgrade Options include customizing, assessments, and spreadsheets
  • Utilize Pre-Made Marketing Materials for email campaigns and social media
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Groundwork Syllabus

Each session features engaging videos to explain key concepts and valuable activities for you to help your participants deepen understanding and apply what they've learned in meaningful ways.

Session 1

Foundations

Finding Success With Your Personal Finances

Session 2

Needs and Wants

Needs vs wants

Session 3

Saving

How to save money

Session 4

Spending

Spending money wisely

Session 5

Debt

Getting out of debt

Session 6

Giving & Generosity

Having the capacity to be generous
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Choose the Option that Fits You

LEADER

Annual License

$197/year (CAD)

For Qualified Leaders

Includes:

  • Instant access to the session videos
  • Permission to share handouts with people in your group
  • Access to the file for printed handouts
  • Access to the PDF handouts (for printing or filling in online)
  • Online support from a professional financial coach
  • Referral code to help identify who you sent for the free coaching call

 

OPTIONAL

prices vary

  • Automated email sequence for your participants
  • Online Registration Landing Page and Form
  • Participant access to videos for pre-play or re-play (additional cost per user)
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COACH

Annual License

$397 /year (CAD)

For Qualified Financial Coaches

Includes:

  • Instant access to ALL versions of Groundwork
  • Access to the files for printed handouts
  • Access to the PDF handouts (for printing or filling in online)
  • Your logo and contact information on the handouts
  • Permission to share handouts with people in your group
  • Access to Canva templates for marketing materials
  • Access to Canva templates for participant Certificate of Completion
  • Access to Groundwork Coaches WhatsApp group
  • Unlimited email support
  • Listed on the Groundwork prospect-facing website
  • Your events listed on the Groundwork event calendar
  • Your events promoted in Groundwork Social Media posts
  • You become part of our referral team

 

OPTIONAL

prices vary

  • Automated email sequence for your participants
  • Online Registration Landing Page and Form
  • Participant access to videos for pre-play or re-play (no user fee)
  • Secure replay page for your session recordings
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Answers to Common Questions

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