Financial literacy


"Financial literacy" is a 3-month Virtual Instructor Led Training. The main goal was to equip employees with basic skills in personal finance accounting.

Case study

Business goal

80% of the office employees use at least 1 tool for personal finance accounting as they will learn how to plan and categorize personal income.

Learning objectives

By the end of this course the learner will be able to:

  • identify functions of money

  • apply personal budget management skills

  • design a personal budget using tools and recommendations

  • create an account for money savings


As a human-oriented Company, we discover that at the beginning of a new reality (pandemic) our employees experienced fear and frustration. The main challenge was budgeting personal income. We decided to support our employees with essentials on how to deal with money to feel safe.


I developed the online course working with three SMEs. One external vendor - accountant and Two internal experts.

I decided to include not only a video lesson and participant's guide but also a live webinar with experts to answer all questions that employees may have.

My role

Instructional designer, e-learning developer, LMS administrator, Live webinar moderator


L&D manager, HRBP office, Department managers, internal SMEs (2), external SME (vendor)

Target audience

Office staff, 300+


PowerPoint, Canva, MS outlook, corporate LMS, OneDrive, MS Teams


One-week email campaign announcing the launch of the new course.

One live webinat with external expert to open the learning course.

10-weeks (10 lessons) VILT, covering the financial literacy essentials.

One participant's guide for each lesson with practise.

10 lessons were uploaded to the corporate LMS.

2 live webbinars with internal experts to aswer all remaining questions.

Follow-up campaign with the links to the LMS page with the course.


Dealing with such topics as "personal finances" may be challenging and face a lot of resistance due to the sensitivity of the topic.

Employees may push questions about salary increases, which we are not eligible to answer.

The external expert may overload employees with information.

Internal experts may lack of experience in adult learning.

Learning analitics*

Completion Rate

Customer Satisfaction Index

Amount of participants

Measurements of success

Over 80% of office employees use at least 1 tool for personal finance accounting online format.

A financial tool is used to categorize at least 90% of income.


1-week email campaign before the course was started with all the necessary information: what, when, where, and how the course will be delivered.

"Open up" live webinar delivered.

Follow-up email campaign was held.

Lessons were uploaded to the LMS.

The course was executed.

Follow-up email campaign was held.

"Wrap up" 2 live webinars delivered.

Follow-up email campaign was held.

Data was collected.

* Unfortunately, I am not able to share this data.


May I present you storyboard* I have developed for one of the video-lesson.

AZ FL Storyboard lesson 5.pdf

* Unfortunately, I am not able to share all the information. So, please, be aware that part of the content and timecod are not available

Learning journey map

Every week employees got the email. The letter contained the link to the corporate LMS page with a video lesson and participants' guide.

At the beginning and at the end of the following course we held webinars. Mostly to motivate, support, and answer all questions participants have.

The statistic shows that over 70 % of participants attended webinars.

If you have questions about the course, please, contact me.