Our Financial Education Programmes
Young Investors Foundation
£287.50Designed specifically for children aged 8-14, this programme introduces fundamental financial concepts through age-appropriate activities and games. Young learners discover how money works, why saving matters, and how small amounts can grow over time through compound interest.
The course covers earning money through chores and allowances, setting savings goals, distinguishing needs from wants, and understanding basic banking. Interactive exercises include running a mock shop, creating personal budgets with play money, and tracking savings progress. Parents receive guidance on reinforcing these lessons at home and age-appropriate ways to involve children in family financial discussions.
Duration: 12 weeks | Format: Weekend workshops | Materials included: Workbook, savings tracker, parent guide
Personal Finance Mastery
£445.00This comprehensive programme addresses the full spectrum of personal finance management for adults. Whether you're starting from scratch or looking to optimise existing habits, you'll gain practical skills for budgeting, debt reduction, saving strategies, and long-term wealth building.
Topics include creating realistic budgets that actually work, strategies for eliminating high-interest debt, building emergency funds, understanding credit scores and reports, choosing appropriate savings accounts and ISAs, and planning for major purchases. Real case studies demonstrate how different financial decisions compound over time. Each participant receives a personalised financial toolkit and one-on-one consultation to address specific concerns.
Duration: 8 weeks | Format: Evening sessions | Materials included: Budget templates, debt payoff calculator, financial toolkit
Investment Strategy Workshop
£625.00For those ready to move beyond savings accounts, this advanced workshop explores investment options, portfolio construction, risk management, and market analysis. You'll learn to evaluate different investment vehicles and develop strategies aligned with your risk tolerance and financial goals.
The curriculum covers stocks, bonds, mutual funds, index funds, and exchange-traded funds. We examine diversification principles, asset allocation across different life stages, understanding market cycles, and avoiding common investment mistakes. Market simulation exercises let you practise investment decisions in a risk-free environment. Guest speakers from the investment industry share professional insights and answer questions about current market conditions.
Duration: 6 weeks | Format: Intensive weekend sessions | Materials included: Investment guides, portfolio planning worksheets, market analysis tools
Family Financial Planning
£365.00Money management affects the entire household, and this programme brings families together to learn collaborative financial planning. Parents and children attend joint sessions to align on financial values, set family goals, and create systems that work for everyone.
Topics include creating household budgets, planning for children's education costs, teaching kids about money at different ages, making financial decisions as a family, and building generational wealth. Families work through real scenarios like planning holidays on a budget, deciding whether to upgrade to a larger home, and setting up children's savings accounts. The collaborative approach ensures everyone understands the family's financial picture and contributes to shared goals.
Duration: 10 weeks | Format: Mixed family and parent-only sessions | Materials included: Family budget planner, children's money journals, educational savings calculator
Teen Money Skills
£195.00Teenagers face unique financial challenges as they transition toward independence. This course prepares them for real-world money management, from part-time job earnings to understanding credit and preparing for university costs.
Content covers opening and managing bank accounts, understanding payslips and tax, spending wisely while avoiding peer pressure, basics of credit cards and student loans, and creating simple budgets for part-time income. Teens learn about common financial traps to avoid, how to research major purchases, and the importance of building credit responsibly. Digital money management tools are introduced to help track spending and savings through apps they already use.
Duration: 6 weeks | Format: After-school sessions | Materials included: Teen budget guide, first job checklist, banking basics handbook
Retirement Readiness Programme
£485.00Approaching retirement requires specific financial knowledge to ensure your savings last and your estate is properly organised. This specialised programme addresses pension optimisation, healthcare costs, tax-efficient withdrawal strategies, and estate planning fundamentals.
You'll learn how to maximise state and workplace pensions, understand annuities versus drawdown options, plan for healthcare expenses in retirement, minimise tax on pension withdrawals, and structure your estate for efficient transfer to beneficiaries. The programme includes reviewing your current retirement savings, calculating projected income needs, and creating a phased transition plan for those not retiring immediately. Guidance on common mistakes to avoid helps protect your retirement security.
Duration: 7 weeks | Format: Daytime sessions | Materials included: Retirement income calculator, pension review checklist, estate planning guide
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