Part 2 Training Format and Assessment 

The training consists of 2 activities:

Activity 1: Workshop for Fin. Trainers

1) Workshop Agenda (Duration: 2 days)

Financial planning : e.g., saving-to-income ratio, debt, emergency funds, saving compartmentalization, budget planning, and investment alternatives

Debt management : e.g., thinking twice before incurring new debt, types and conditions of debt, and debt settlement planning

Designing activities to promote desirable financial behavior : e.g., steps and guidelines for motivating saving habits and debt settlement, and examples of activities that organizations can replicate

Others : e.g., financial fraud and the roles and responsibilities of financial consumers

2) Training Format

Offline channel – BOT Learning Center or BOT regional offices

Online channel – Microsoft Teams or Zoom

3) Certificates for Fin. Trainers

Fin. Trainers who attend at least 80% of the training will receive certificates issued by the BOT.

Photos of Fin. Trainer Workshops via Offline Channel

Photos of Fin. Trainer Workshops via Online Channel

Activity 2: Organization-Level Projects to Amplify Outcomes

Following the workshop, Fin. Trainers will plan and implement projects to share financial knowledge with their colleagues. The target audience for the projects is categorized into 2 groups:

1) Targeted End Users 

Staff who intend to improve their financial behavior will complete a survey before and after participating in the project and regularly attend activities (at least once every 3 months).

2) General Audience for Awareness Raising

Staff gain financial knowledge through various channels or through activities that focus on saving, managing debt, cutting down expenses, and earning additional income.

Note: After project implementation, Fin. Trainers are required to report activity results on the BOT’s designated platform (at least once a month) to support future organization-level assessments.

Photo Compilation of Fin. Dee Happy Life!!! Activities (Click)

Diagram Summarizing the Process

After joining the program for a year, organizations that continue to promote and regularly develop financial knowledge projects may be awarded a Plaque of Recognition for Outstanding Sustainability or a Certificate of Recognition for Sustainability.

Part 3 Past Performance

Announcement of 2023 Fin. Dee Happy Life Award Winners

Part 4 Examples of Program Participants

Reflections from project participants

Part 5 Program Application

Eligibility Criteria for Applying Organizations

Organizations must be able to nominate representatives to attend the Fin. Trainer Workshop. They must also support Fin. Trainers in conducting activities and allow staff within the organization to participate.

Eligibility Criteria for Fin. Trainers

Fin. Trainers must be the current staff of the organization. They must possess strong communication skills and the ability to lead activities in the workplace. They are required to complete the 2-day workshop training and must be capable of teaching and organizing activities to promote desirable financial behavior in the workplace. Additionally, Fin. Trainers are expected to report the outcomes of their activities back to the BOT.

For more information, please contact the program coordinators below :