Workshop · Financial Wellbeing

Financial Wellbeing & Budgeting Basics

Money worries follow people to work. A few basic skills can lift a real weight.

Foundational money-management skills to reduce a major everyday source of employee stress.

Hands working through a budget with a calculator and notebook

Duration: 2.5 hours
Pillar: Supported
Mode of delivery: Online, face-to-face or hybrid

About this workshop

This workshop gives employees a practical foundation in managing everyday money. Participants learn to understand their income and spending, build a simple budget, and take first steps toward saving and handling borrowing wisely.

Learning outcomes

How money stress affects wellbeing and work
How to track income and spending
How to build a simple, realistic budget
How to plan for savings and manage borrowing wisely

Key actions

Review your own spending patterns, privately
Build a simple monthly budget
Set one short-term and one longer-term savings goal
Choose a first step to take this month

Your facilitators

Pema Thinley
Finance Executive
CEO & Board Director, Nubri Capital Private Ltd.
Pema Thinley is a senior Bhutanese finance executive with over 20 years of experience in banking, fund management and capital markets.
Pema Thinley
Finance Executive · Banking, Fund Management & Capital Markets
- CEO & Board Director, Nubri Capital Private Ltd.
- Board Director, Drukyul Securities Brokerage
Pema Thinley is a senior Bhutanese finance executive with over 20 years of experience in banking, fund management and capital markets. He is Chief Executive Officer and Board Director of Nubri Capital Private Ltd., where he provides strategic leadership in fund management, investment strategy and regulatory compliance. He also serves as a Board Director of Drukyul Securities Brokerage.
Before joining Nubri Capital, Pema spent ten years at Bhutan National Bank, working across credit, risk management, corporate strategy and branch operations. During this time, he contributed to the establishment of Bhutan’s first Credit Information Bureau and the upgrade of the bank’s core banking system.
Beyond his corporate leadership, Pema has made significant contributions to financial inclusion and financial literacy in Bhutan. He co-founded Microfinance Bhutan, the country’s first private deposit-taking microfinance company. At Bhutan National Bank, he also contributed to the introduction of the Piggy Bank Savings Account for Children and promoted the annual Global Money Week celebration, encouraging greater financial awareness and responsible money management among young people.
Pema holds an MBA in Accounting and Finance from Maastricht School of Management, the Netherlands, and a Bachelor of Commerce (Honours) from Sherubtse College, Bhutan. His expertise spans investment management, credit and risk assessment, strategic leadership and corporate governance, along with a long-standing commitment to developing Bhutan’s financial sector.
Areas of expertise
Investment and fund management
Credit and risk assessment
Strategic leadership
Corporate governance and regulatory compliance
Financial inclusion and financial literacy
Qualifications
MBA in Accounting and Finance, Maastricht School of Management, the Netherlands
Bachelor of Commerce (Honours), Sherubtse College, Bhutan
Workshops
- Financial Wellbeing & Budgeting Basics
Smita
Nutrition Coach · Holistic Wellness
Nutrition · Yoga · Mindfulness
Smita is a Nutrition Coach with a strong foundation in holistic wellness and lifestyle management.
Smita
Nutrition Coach · Holistic Wellness & Lifestyle Management
- Nutrition · Yoga · Mindfulness
Smita is a Nutrition Coach with a strong foundation in holistic wellness and lifestyle management. She has completed her D.Ed., Yoga Teacher Training, Power Yoga Certification, and an Ayurveda Cooking Certification from recognized institutes across India. Over the years, she has designed and conducted numerous wellness and therapeutic programs for schools, supporting both students and educators in improving their physical and emotional wellbeing.
Smita has also led weight management and healthy eating workshops for women in residential communities, empowering participants to adopt sustainable lifestyle habits. Her approach combines nutrition, yoga, and mindfulness techniques to help individuals manage stress, improve concentration, achieve emotional balance, and enhance overall health. She believes that lasting wellness comes from nurturing the mind, body, and spirit, enabling individuals to lead happier and healthier lives.
Areas of expertise
Nutrition coaching
Yoga
Mindfulness
Weight management and healthy eating
School wellness programs
Qualifications
D.Ed.
Yoga Teacher Training
Power Yoga Certification
Ayurveda Cooking Certification
Workshops