Our Courses

Comprehensive financial education programmes designed for different life stages and learning objectives. Each course combines theoretical foundations with practical application.

Financial Literacy for Children

Ages 7-12 | 8 weeks | Saturday mornings

£245

Young children possess remarkable capacity to understand economic concepts when presented appropriately. This programme introduces foundational ideas through interactive activities, stories, and games.

What Children Learn

  • Distinguishing between needs and wants
  • Basic saving and goal-setting
  • Understanding where money comes from
  • Making spending decisions
  • Introduction to entrepreneurship through simple projects
  • Recognizing advertising and marketing techniques

Parents receive weekly summaries and extension activities to reinforce concepts at home. The final session includes a family workshop where children demonstrate their learning.

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Teen Money Management Workshop

Ages 13-17 | 10 weeks | After school sessions

£375

Adolescence brings increasing financial independence alongside complex social pressures around spending. This workshop addresses real challenges teenagers face while building essential skills for young adulthood.

Core Topics

  • Creating and maintaining a personal budget
  • Understanding credit, debt, and interest rates
  • Digital payment systems and online security
  • Part-time work, taxes, and payslips
  • Saving for short and long-term goals
  • Peer pressure and consumer psychology
  • Introduction to banking and financial products

Teens complete a capstone project designing a financial plan for a major purchase or life goal. Small group sizes ensure personalized attention and peer learning opportunities.

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Adult Personal Finance Course

Adults | 12 weeks | Evening sessions

£495

Comprehensive programme covering everything from daily money management to long-term wealth building. Appropriate whether you're just starting to organize your finances or looking to optimize existing strategies.

Programme Structure

  • Assessing current financial position and setting objectives
  • Building emergency funds and managing cash flow
  • Debt reduction strategies and credit score optimization
  • Tax efficiency and allowances
  • Pension planning and retirement projections
  • Property and mortgage considerations
  • Insurance needs assessment
  • Estate planning basics

Each participant develops a personalized financial plan reviewed by instructors. Course materials include templates, calculators, and resources for ongoing use.

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Investment Basics for Beginners

Adults | 10 weeks | Weekend sessions

£625

Demystifying investment markets and building confidence to start growing wealth beyond savings accounts. Assumes no prior investment knowledge while covering essential concepts thoroughly.

Learning Outcomes

  • Investment fundamentals and terminology
  • Stocks, bonds, and fund structures explained
  • Risk tolerance assessment and portfolio allocation
  • Understanding market cycles and volatility
  • Tax-efficient investing (ISAs, pensions)
  • Platform selection and fee structures
  • Passive vs active management strategies
  • Avoiding common psychological pitfalls

Practical exercises include analyzing real investment products, building sample portfolios, and evaluating performance metrics. Guest speakers from the investment industry share professional perspectives.

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Small Business Financial Planning

Entrepreneurs | 8 weeks | Flexible scheduling

£875

Financial management skills specifically tailored for small business owners, freelancers, and entrepreneurs. Addresses the unique challenges of mixing personal and business finances while building sustainable enterprises.

Business Finance Essentials

  • Separating personal and business finances
  • Cash flow forecasting and management
  • Pricing strategies and profit margin analysis
  • Tax planning and compliance for businesses
  • Understanding financial statements
  • Managing growth without overextending
  • When and how to seek funding
  • Exit planning and business valuation

Case studies examine both successful and failed businesses to identify financial warning signs. Participants leave with customized financial dashboards for their specific business models.

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One-on-One Financial Coaching

Individual sessions | Flexible duration | By appointment

£125 per hour

Personalized guidance addressing your specific financial situation, questions, and goals. Appropriate for those seeking targeted help with particular challenges or ongoing accountability partnerships.

Coaching Benefits

  • Customized strategies based on your circumstances
  • Deep dive into specific financial questions
  • Accountability and progress tracking
  • Flexible focus areas matching your priorities
  • Confidential environment for sensitive topics
  • Schedule that fits your availability

Initial session includes comprehensive financial assessment. Subsequent sessions focus on implementation, troubleshooting, and adapting strategies as circumstances evolve. Clients typically book monthly or quarterly sessions after initial intensive period.

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Choosing the Right Programme

Not sure which course fits your needs? Consider these factors:

For Complete Beginners

Start with Adult Personal Finance Course to build foundational understanding across all areas.

For Specific Goals

Investment Basics if growing wealth is the priority, Business Planning for entrepreneurs.

For Personalized Attention

One-on-One Coaching provides maximum flexibility and customization.

For Families

Enroll children and parents simultaneously to create shared financial literacy and family conversations.

All courses include digital materials, ongoing resource access, and community forum participation.