Financial Literacy Workshop

QWE Practice Guideline: 330: Develop relationships with community organizations providing educational, vocational, and other employment training

Target group: Any organization employing or supporting individuals with disabilities

Practice Description

Financial literacy training for employees.

Resources Needed

Subject matter experts/trainers

  • Internal finance staff and subject matter experts from a local bank


  • Training room

Labor hours

  • Time for employees to attend training


  • A grant was obtained from the partnering bank

Implementation Process


  • Phoenix partnered with a local bank to provide financial literacy training to employees
  • The bank provided an extensive three-day workshop that covered the following topics
    • Money Management
    • Interest Rates
    • Budgeting
    • Checking and Savings Accounts
  • An incentive is provided to employees for attending, including meals during training


  • SOPs
    • Processes and procedures for implementing training and for staff that want to attend the training

NPA: Huntsville Rehabilitation Foundation (Phoenix)
Location: Huntsville, AL
Date Submitted: 2011