From Idea to Event: Apprentices Make Financial Knowledge Tangible

• Two junior employees organise an event specifically designed for young people.
• Financial knowledge is conveyed in a clear and practical manner.
• Interactive tasks, practical tips, and personal exchange are the core focus.
• Continuation in 2027 planned for additional locations.

Their idea strikes a chord – as demonstrated by three fully booked events in the Dresden region. "The wealth of positive feedback has shown us just how great the demand for financial education and in-person events actually is", say Maurice Zschoge and Julian Listner.

The two Commerzbank apprentices developed an interactive format specifically for Gen Z. "We know from our own experience that financial education is often neglected at school", explains Julian Listner. "At the same time, whilst there are many digital information channels, there is often a lack of guidance. This is where we wanted to help – and to do so in a playful way."

A Better Overview of Personal Finances

Instead of traditional bank advisory sessions, the young organizers of "LEVEL UP YOUR MONEY" rely on interactive challenges, practical money tips, and direct exchange within the branch. "The event focuses on how young people can gain a better overview of their finances and make financial decisions with confidence", says Maurice Zschoge.

To this end, various interactive stations allow participants to learn more about themselves and their relationship with money. They find out what kind of "money personality" they are, whether their lifestyle matches their actual budget, and which mistakes they should avoid. At the same time, all key aspects regarding moving into one's first flat are addressed. The format is rounded off with a matcha bar and special guests from the region, such as football player Maximilian Lantzsch or young founder Anton Schoepe.

Implementation with Great Initiative

"The apprentices took the initiative themselves and developed the format with immense commitment", says Vivien Jacobi, Branch Manager in Meißen, Radebeul, and Riesa, who supported her junior staff during the project. The bank gave them the necessary freedom to contribute their ideas, get creative, and take on responsibility. At the same time, they could rely on the support of experienced colleagues at any time. As a result, everything from the technical setup to the board game was developed independently, and the first event took place in Radebeul after just six weeks. Further events in Meißen and Riesa followed – to an overwhelming response.

The apprentices also received a great deal of encouragement from within the bank. This demonstrates the value of a working environment in which young talent can freely develop their ideas, try new things, and implement projects independently. "We are very grateful for the opportunity to contribute directly and thus create a new offering for young people", say Maurice Zschoge and Julian Listner. And the success story continues: further "LEVEL UP YOUR MONEY" events are already planned for 2027, including in Dresden. In addition, follow-up events are being developed to delve even deeper into the topics. Furthermore, the concept is to be made available nationwide as a blueprint, enabling it to be experienced at even more locations in the future.