Financial education

What you need to know

Total wellness goes beyond feeling good and improving physical health — it also means building financial stability. Whether you are just starting your career, are in the middle of your career or nearing retirement, PayPal’s financial education wellness program can provide information to help you establish goals and prepare for a financially sound future.

Financial wellness education

PayPal has partnered with RSM to provide the Financial Wellness Education Program. RSM delivers knowledge and education through financial wellness seminars and unlimited access to one-on-one coaching to empower you to improve your financial wellness.

All services are provided at no cost to you. Your RSM financial coach will help you understand where you are today, how you see your financial future, and will help outline the steps you need to take to achieve financial wellness. 

RSM financial wellness coaches can provide information based on your life stage to help you with practical questions to develop your financial goals, including:

  • How am I doing financially?
  • How can I save more or pay down my debt faster?
  • How can I make the most of my benefits?
  • How can I plan financially for major life changes?
  • Am I on the right track in saving for retirement?
  • How will my decisions impact my taxes?
  • How do I reduce debt, including my student loans?
  • How can I protect my family with an inheritance plan and insurance?

Ready to get started?

RSM’s combination of seminars and one-on-one coaching provides the opportunity for everyone to improve their financial wellness. Follow these steps to get started.

Step 1: Create your user profile on the RSM platform

  • Go to and register as a new user
  • Create your profile using your first and last name, your employee ID number, and your PayPal email address
  • Find your employee ID number on the Bridge under your employee profile (i.e., 00######)

Step 2: Register and attend a Financial Education Webinar

  1. Go to and click Register for Seminar.
  2. Select your country of employment from the drop down menu and click Search for Seminar(s).
  3. Check the boxes for the session(s) you would like to attend and click Register for Seminar(s).
  4. Enter your employee ID# (your employee ID number can be found on the HR Hub under your employee profile (i.e. 00######), your PayPal email address, and your first and last name and select the check boxes to agree to the terms and conditions and privacy policy.
  5. Click Confirm Registration. The system will display a message confirming your seminar registration. You’ll then receive a Teams Meeting calendar invitation or email with a link to the recorded session from the RSM Financial Wellness Education team.

Step 3: Access a Financial Wellness Coach

Once you’ve attended the financial wellness education sessions, you can begin your unlimited access to an RSM financial coach to begin developing your financial plan.

  1. Access
  2. Select Request Coaching Session.
  3. Select your country of employment and check the box to agree to the terms and conditions, then select Next.
  4. Enter your employee ID#, first and last name and PayPal email address.
  5. Select your preferred time of day and day of the week from the drop down menu to schedule a coaching session.
  6. Select the topics you would like to discuss — you can select as many as you like.
  7. Review the details of your selections and click Submit.
  8. The system will display a message that your coaching request has been received and you will then receive an email from an RSM team member to schedule the coaching session.

Who is RSM?

As the sixth largest global accounting network, RSM has audit, tax and consulting experts in over 120 countries all over the world. Your financial wellness education team is comprised of tax professionals that work with individuals. We share skills and insight that are based on our experience to help empower you to move forward with your personal financial plan. RSM is providing only information to help you make personal decisions and is not providing any tax or other professional advice. Your information is confidential as RSM’s privacy policy protects personal information. However, RSM may share information with PayPal, such as number of active users, frequently asked questions, etc., to help with plan enhancements.

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