Financial Courses for Every Age and Goal
From pocket money basics to portfolio management, find the right programme for your journey
Our courses run in small groups to ensure personalised attention. Each programme includes take-home materials, practical exercises, and ongoing support resources. Payment plans are available for multi-session courses.
Youth Financial Foundations
Children learn the fundamentals of money through interactive activities and age-appropriate scenarios. Topics include the difference between needs and wants, how saving works, setting goals, and making smart spending choices.
- 10 weekly sessions of 90 minutes each
- Interactive games and group activities
- Personal savings tracker and goal planner
- Parent progress reports included
Teen Money Mastery
Preparing teenagers for financial independence as they approach adulthood. This course covers bank accounts, understanding payslips, credit and debt basics, budgeting for university or first jobs, and avoiding common financial pitfalls.
- 12 weekly sessions of 2 hours each
- Real-world case studies and simulations
- Digital budgeting tools training
- Certificate upon completion
Personal Finance Essentials
A comprehensive introduction to managing personal finances effectively. Ideal for those who want to take control of their money, whether you are starting fresh or rebuilding after setbacks. Covers budgeting, emergency funds, debt management, and smart spending strategies.
- 8 sessions of 2.5 hours each
- Personalised budget template setup
- One-to-one review session included
- Access to online resource library
Investment & Portfolio Basics
Demystifying the world of investing for beginners and those with limited experience. Learn about stocks, bonds, funds, ISAs, and pensions in accessible language. Understand risk, diversification, and how to align investments with your goals and timeline.
- 10 sessions of 2 hours each
- Interactive portfolio building exercise
- Platform navigation walkthroughs
- Ongoing Q&A support for 3 months
Family Financial Planning Workshop
A collaborative workshop designed for households to align on financial goals together. Perfect for couples, parents and older children, or extended family units managing shared finances. Covers household budgeting, saving for major expenses, and having productive money conversations.
- 4 intensive sessions of 3 hours each
- Up to 4 family members per household
- Family financial plan template
- Follow-up consultation after 30 days
Advanced Wealth Management
For those ready to take their financial knowledge to the next level. This course covers tax-efficient investing strategies, estate planning basics, property investment considerations, and building multi-generational wealth. Prerequisite: completion of Investment Basics or equivalent experience.
- 12 sessions of 2.5 hours each
- Advanced case study analysis
- Guest speakers from financial industry
- Two private consultation sessions
Request Enrolment Information
Submit your details below and we will contact you within two working days to discuss availability, scheduling, and any questions you may have.
Payment Options
We accept bank transfer, debit card, and credit card payments. Instalments available for courses over £200. Contact us for corporate group booking rates.