Swiss franc for companies

Financial workshops that really help your workforce.

Q: What references are there?

Eric is a certified investment advisor IAF and was a member of the management team at Fintool. With over 30,000 monthly visitors and more than 8,000 newsletter subscribers, Schwiizerfranke is one of the largest independent financial blogs in Switzerland. In 2025, Eric conducted a financial wellness webinar with Kinastic, the leading Swiss corporate health platform. The methodology of our workshops comes from the FinanzUni.ch courses, which have been attended by hundreds of private individuals.

Financial education for employees: planning, pension provision, investing. From an independent Swiss source. Without product sales.

For companies that want to offer employees more than just a salary, pension fund and a benefits flyer.

Request a financial workshop Briefly describe the company and setting. We will reply by e-mail within 24 hours.

Known from

30'000+ Monthly visitors 8'000+ Newsletter subscribers Certified Investment Advisor IAF

Why financial education works in the workplace

International studies suggest that financial worries can affect stress, focus and productivity. The visible consequences: Absenteeism, staff turnover, less focus in everyday life. At the same time, almost nobody in the workforce has ever learnt how the Swiss financial system really works. Pillar 3a, pension funds, ETFs, taxes: this is not explained either at school or at work.

What it costs today

Financial worries rarely remain private. They manifest themselves in stress, distraction, absenteeism and sometimes in decisions to resign. For HR, this is not a soft issue, but part of health, retention and employer branding.

What talents expect in 2026

Financial wellness has long been a standard benefit in the USA and UK. Swiss employers who start now are getting a head start. Those who wait will be copying in three years' time what others are already using as a recruiting argument.

What your people will understand

Pillar 3a. Pension fund. Taxes. Long-term investing. Not product hype, but real decision-making principles. From a Swiss perspective, not from US blogs.

Three formats, one methodology

Depending on the objective, number of participants and depth. Each programme is based on a methodology that has already helped hundreds of private individuals to make better financial decisions in FinanzUni courses. Translated into workshop formats for companies.

Format 1

Keynote

45 to 60 minutes

The introduction. An inspiring presentation for company events, annual kick-offs or HR days. Possible topics: «Why financial education is the best benefit for your staff», «The Swiss monetary system in one hour», «Understanding pension provision instead of suppressing it».

Ideal for 30 to 500 participants. Event formats. Introduction to the topic.

Format 2

Half-day workshop

3 to 4 hours

An interactive workshop with workbook. Your employees work out their personal financial overview. Focus on the Swiss pension system, long-term investing and structured financial planning. Less listening, more applying.

Ideal for Maximum of 30 participants per group. Depth instead of overview. Concrete realisation.

Format 3

Workshop programme

3 modules of 3 hours each, over 6 weeks

Module 1: Basics of the Swiss financial system. Module 2: Investing with a system. Module 3: Pension provision and pension fund. With optional digital support for 12 months.

Ideal for Workforces that want real behavioural change. Not just an impulse.

All programmes are tailored to your industry, age structure and issues prior to implementation.

Also asynchronous. Also in four languages.

Not every member of staff can sit in the same room at the same time. Multi-location, shift work, hybrid teams. All content is therefore also available in digital formats that can be integrated into your existing learning environment or hosted on our own FinanzUni.ch platform.

Asynchronous

Learn when it suits you

Recorded webinars and structured video modules. Your employees learn when it fits into their working day. Without capacity limits, without travelling.

LMS-ready

On your learning platform

Can be integrated into your LMS, intranet or benefits portal. Or as a licence on our own FinanzUni.ch platform if you do not have your own infrastructure.

Multilingual

German, French, Italian, English

On request, all content is available in four languages, with lip-synchronisation and subtitles. So that a team from French-speaking Switzerland, Ticino or expats get the same quality as German-speaking Switzerland.

Asynchronous formats can be combined with live workshops: Kickoff keynote live, in-depth discussion digitally, Q&A session at the end. We configure the setup together.

What makes our workshops different

Four things that are missing from almost all «financial wellness» offers.

Independent. Really.

We do not sell any products. No bank, no insurance behind us. Just education.

Swiss context at the core

No DACH uniformity. Each module is tailored to Swiss reality: 3a, pension provision, taxes, withholding tax, cantonal differences.

Methodology instead of monologue

Not a PowerPoint show. A structured programme with a workbook and a clear path from analysis to implementation. Participants go home with a plan, not slides.

From practice, not from the ivory tower

Schwiizerfranke is one of the largest independent financial blogs in Switzerland. We have continuously tested what we teach with real readers and course participants.

About Eric Marschall

Eric Marschall is the founder of Schwiizerfranke, one of the largest independent Swiss financial blogs with over 30,000 monthly visitors and more than 8,000 newsletter subscribers. As a certified investment advisor IAF with experience from the management of Fintool, he has been explaining Swiss finance for years in an understandable, honest way and without product hype.

With FinanzUni.ch, he has put many hundreds of Swiss people on the path to better financial decisions. He is now transferring this methodology into workshop formats and digital learning formats for companies. The principle remains: Education beats advice.

Frequently asked questions

What does a workshop or keynote speech cost?

The investment depends on the format, number of participants and degree of customisation. After a non-binding initial consultation, you will receive a transparent quote within 48 hours.

Does Eric Marschall sell products or investment advice in the workshops?

No. Our workshops are purely educational events. We do not provide investment advice within the meaning of the FinSA and do not recommend any specific financial products. Your employees learn how to make good decisions themselves. Not which product they should buy.

For which company sizes are the programmes suitable?

From SMEs with 20 or more employees to large companies with 5,000 or more employees. The formats scale flexibly: keynote speeches for large events, workshops in small groups of 15 to 30 people, programme series for workforces that need to learn over the long term.

In which region do the workshops take place?

We come to the whole of German-speaking Switzerland. French and Italian-speaking Switzerland on request.

What specific topics are covered?

The Swiss three-pillar system and pension provision, long-term investing with ETFs, strategic use of pillar 3a, optimising taxes, financial basics in the life cycle, budgeting and saving. Each programme is tailored to the age structure and issues of your workforce.

Do you also organise retirement seminars?

We do not offer independent retirement seminars with individual advice on lump-sum withdrawals or pension choices. There are specialised providers who focus precisely on these areas. In our workshops, we teach the basics of the Swiss pension system and help employees to understand which decisions need to be made before retirement and where they should subsequently seek professional advice.

What references are there?

Eric brings together several reference levels:

Credentials. Certified Investment Advisor IAF, with previous experience in the management of Fintool, one of the best-known Swiss financial education brands.

Range. With over 30,000 monthly visitors and more than 8,000 newsletter subscribers, Schwiizerfranke is one of the largest independent financial blogs in Switzerland. Eric has been writing, podcasting and explaining Swiss finance to the public for years.

Methodology. The content of our workshops comes from the FinanzUni.ch courses. There, hundreds of private individuals have already learnt the difference between financial education and sales pitches. The material has been honed in countless iterations.

Corporate experience. In 2025, Eric teamed up with Kinastic, the leading Swiss corporate health platform, to organise a financial wellness webinar for their corporate clients.

We are happy to provide more details on methodology, sample content and previous projects on request.

How quickly can a workshop be booked?

We estimate four to six weeks from the initial consultation to realisation. Earlier is possible in urgent cases.

Are documents provided after the workshop?

Yes, participants receive a detailed workbook and access to additional digital resources. For companies with an annual programme, digital follow-up support is included for 12 months.

Ready to establish financial education as a benefit?

Let us know briefly who you want to reach and in what context. We will get back to you by e-mail with initial information on formats and conditions. No sales pressure. No obligation.

Request a financial workshop