About this session
A configurable Mexico-specific financial-wellness program combining practical everyday money skills with locally relevant education on employee benefits, AFORE, Mexican saving and investment options, payroll and ISR, credit, housing finance and annual workplace payments such as aguinaldo and PTU.
What your people take away
- Choose the Mexico financial-wellness topics most relevant to employees
- Connect everyday money with workplace benefits, social security and AFORE
- Build investment literacy using Mexican saving and investment structures
- Make CFDI de nómina, ISR, CAT and credit easier to understand
- Add locally relevant homeownership and annual-income planning
- Measure engagement and confidence without collecting personal financial data
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- What each length covers, 30 minutes to full day
- Everything that’s covered, part by part
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What each length covers
30 minutes
30 Minutes — Key Points: Everyday moneyA focused 30-minute session on the essentials of Everyday money: money Foundations & Financial Goals: Mexico and cost of Living & Financial Resilience: Mexico.
- Money Foundations & Financial Goals: Mexico
- Cost of Living & Financial Resilience: Mexico
Covers Everyday money, in brief.
60 minutes
60 Minutes — Module 1: Everyday moneyParticipants start with everyday money: build a practical money system around Mexican take-home pay, recurring commitments, saving and financial goals.
- Module 1: Everyday money
- Live Q&A
Covers 1 of 4 parts: Everyday money.
90 minutes
90 Minutes — Modules 1 and 2: Money through workBuilds on the 60-minute session. Participants also go deeper into money through work.
- Module 1: Everyday money
- Module 2: Money through work
- Live Q&A
Covers 2 of 4 parts: Everyday money and Money through work.
3 hours
3 Hours — Modules 1 to 3: Saving, tax, borrowing and yearly money momentsBuilds on the 90-minute session. Participants also go deeper into saving, tax, borrowing and yearly money moments.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Saving, tax, borrowing and yearly money moments
- Live Q&A
Covers 3 of 4 parts: Everyday money, Money through work and Saving, tax, borrowing and yearly money moments.
Full day
Full Day — The Complete ProgramAll four modules in depth, from the first module through every deep dive, with time for each person to map what applies to them and the actions to take next.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Saving, tax, borrowing and yearly money moments
- Module 4: Later life and bigger costs
- Live Q&A
Covers all 4 parts.
What’s covered
Everyday money
Every length- Money Foundations & Financial Goals: MexicoBuild a practical money system around Mexican take-home pay, recurring commitments, saving and financial goals.
- Cost of Living & Financial Resilience: MexicoRespond to pressure from housing, food, transport, utilities, healthcare and other household costs while building greater financial flexibility.
Money through work
90 minutes and longer- Employee Benefits & Total Compensation: MexicoSee the full financial value attached to employment by separating statutory benefits, social-security-linked systems and the additional benefits provided by the employer.
- AFORE at Work: Understand Your Retirement SavingsMake Mexico's workplace retirement system easier to navigate — from the individual account and AFORE to SIEFORE investments, contributions, beneficiaries and voluntary saving.
Saving, tax, borrowing and yearly money moments
3 hours and longer- Saving & Investing in Mexico: CETES, Government Securities, Funds & MarketsUnderstand the main saving and investment structures employees encounter in Mexico and compare them using time horizon, liquidity, risk, diversification and fees.
- Your Paycheck & Taxes: ISR, SAT and CFDI de NóminaUnderstand what appears on a Mexican payroll receipt, why money is deducted and which tax or payroll questions require action.
- Credit & Debt in Mexico: CAT, Buró de Crédito & Smarter BorrowingCompare Mexican borrowing using total cost rather than monthly payment alone and understand how credit history influences future financial choices.
- First Home Financial Planning: INFONAVIT, FOVISSSTE & MortgagesBuild the complete financial picture behind buying a home in Mexico, including housing-subaccount savings, mortgage routes, transaction costs and cash needed after purchase.
- Aguinaldo, PTU & Annual Money Moments: Make Extra Income CountPlan for non-monthly workplace payments before they arrive so temporary extra cash can support both today's life and longer-term financial priorities.
Later life and bigger costs
Full day only- Retirement Planning - Mexico: AFORE and Private PlansGo deeper into Mexican retirement planning beyond basic AFORE navigation, including retirement-system rules, longer-term savings and private retirement options.
- Healthcare Financial Planning - MexicoGo deeper into the financial relationship between employment-linked healthcare, private medical coverage and out-of-pocket costs in Mexico.
- Tax Planning Essentials: MexicoGo beyond payroll understanding into deeper Mexican employee tax planning, deductions and tax-aware financial decisions.
- Government Benefits: MexicoUnderstand IMSS, INFONAVIT and other employment-linked public systems in greater depth and know where to verify eligibility and access.
- Understanding Share Schemes and Equity Compensation - MexicoUnderstand stock options, RSUs and other employee equity within the Mexican employment and tax environment.
Tools and materials
- Participant worksheets and private action tools
Who it’s for
- Mexico HR, Benefits and Total Rewards teams
- Employers with large employee populations in Mexico
- Manufacturing, office and mixed-workforce financial-wellness programs
- Graduate and early-career employee populations
- Mid-career and family financial-wellness programs
- Benefits and total-reward awareness campaigns
- AFORE and retirement-awareness initiatives
- Cost-of-living, credit and financial-resilience programs
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Financial Wellness Program: Mexico
How long is Financial Wellness Program: Mexico?
Financial Wellness Program: Mexico runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers the essentials of Everyday money: money Foundations & Financial Goals: Mexico and cost of Living & Financial Resilience: Mexico. A 60-minute session covers Everyday money in full, with a live Q&A. A 90-minute session adds Money through work. A 3-hour session adds Saving, tax, borrowing and yearly money moments. A full-day session adds Later life and bigger costs.
Can Financial Wellness Program: Mexico be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Financial Wellness Program: Mexico?
Create a free Workbliss profile with your work email, then open Financial Wellness Program: Mexico to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.