Financial Fitness
Just like physical fitness promotes health, satisfaction, and performance, financial fitness does the same.
Fitness for health is characterized by training, consistency, balance, and goal orientation—and the same principles apply to financial fitness.
There are many ways to learn about finance, but only a few offer balanced concepts. We’ve changed that: In the School of Financial Education, individuals, companies, employers, and employees connect with experts who share their knowledge in an understandable way. You’ll find perspectives that consider different life stages, helping you understand the connections and learn how to form an objective view on financial matters. We provide neutral financial advice — focusing on topics, not products —available online or in person, for beginners or advanced learners, with options that are either general or tailored to individual needs.
Do you provide gym memberships for your employees? Why not help them achieve financial fitness with BeneFIT as well?
Fitness for health is characterized by training, consistency, balance, and goal orientation—and the same principles apply to financial fitness.
We offer a unique training concept that helps your employees understand how the benefits you provide as an employer can be effectively combined with personal finances to suit their individual life situations. Once they fully understand and utilize this knowledge, they are financially BeneFIT!
Your employees want financial knowledge and decision-making confidence — but where should they start? In the business section of the newspaper? Through podcasts and social media? By talking to a bank advisor around the corner?
There are many ways to learn about finances. Until now, there have been no balanced concepts that combine the opportunities offered by both employers and personal finances.
We have changed that. At the School of Financial Education, your employees will connect with financial experts who share their knowledge in a clear and practical way. This approach considers different life stages, such as starting a job, building a family, managing health crises, and preparing for retirement.
Our focus is always on the topic, not the product — ensuring that employees gain valuable insights based on the benefits you provide as an employer.
Benefits that truly deliver value.
By integrating personal finances with company benefits, employees can maximize the advantages of both. You can provide them with knowledge and tools to better understand and utilize their benefits. When employees recognise the value of their benefits, your attractiveness as an employer increases—because they understand and appreciate what you offer and what they stand to gain.
Make a difference!
Employees trust their employer. Leverage that trust by being the one who provides them with guidance, decision-making support, and financial security. Take advantage of this opportunity to become a truly exceptional employer.
Increase employee loyalty!
Employees feel valued when they know their employer cares about their well-being —beyond just their work performance. Providing them with an opportunity that has a long-term positive impact on their personal lives boosts loyalty and strengthens your team. And that’s a win-win for everyone.
Be at the forefront!
Programmes like those offered by the School of Financial Education are still relatively new in Germany. In countries where pension provision relies more on private initiatives and less on state support — such as the UK and the USA — these programmes have long been established. With state pensions losing significance in Germany, it’s more important than ever for employees to understand their options and take responsibility for their own finances.
By offering financial education, you can ensure that your employees are among the first to navigate their financial future with confidence, while you, as an employer, create something truly valuable.
The principles of financial fitness!
Health
Just as physical fitness improves overall well-being, financial health enables a balance between today’s needs, opportunities, and future challenges.
Individuality
Someone who has never exercised will need to approach their fitness training differently than someone who is already in peak shape. A person carrying 20kg of excess weight faces different challenges than someone aiming to define their biceps. Financial fitness is also tied to individual characteristics: personal life situation, career status, salary level, private expenses, and future desires and goals. All of these factors must be taken into account to make healthy decisions.
Balance
Overtraining can be just as harmful as not training at all. The same principle applies to financial well-being — a balanced approach between security and opportunity leads to the best outcomes.
Neutrality
A holistic approach is the key to long-term well-being. While focus and discipline are essential, maintaining a neutral, well-rounded perspective on overall financial health is equally important.
Certified
For targeted training, it is best to seek guidance from a certified coach or visit a certified institution. The School of Financial Education is one of the first institutions in Europe to receive multiple certifications:
- Certified Corporate University by the Foundation for International Business Administration Accreditation (FIBAA)
- Certified Financial Planner (CFP) qualification, accredited by the Financial Planning Standards Board Deutschland e. V. (FPSB Germany)
- CLIP seal (Corporate Learning Improvement Process) from the European Foundation for Management Development (EFMD)
A good business relationship starts with a good conversation.
Let’s have a conversation to identify your needs, explore how we can best support you, and discuss what the TPC Benefits Expert Network can bring to your company and employees. Whether in person or via video conference, we’re here to help you find the right solutions.