Financial Education Programmes

Structured courses designed for different life stages and learning objectives. Each programme includes practical exercises, real-world scenarios, and actionable frameworks.

Children learning financial basics

Junior Money Skills

£247.50

Foundation programme for children aged 8 to 14. Covers earning concepts, saving strategies, and spending decisions through age-appropriate activities and games.

  • Understanding money value and currency
  • Goal-setting for savings
  • Distinguishing needs from wants
  • Introduction to budgeting basics
  • Simple interest concepts

8 sessions, delivered over 4 weeks

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Adult Financial Foundations

£385.00

Comprehensive budgeting, debt management, and savings frameworks for adults beginning their structured financial journey. No prior knowledge required.

  • Building realistic monthly budgets
  • Emergency fund structuring
  • Debt prioritization strategies
  • Credit score optimization
  • Automated savings systems
  • Tax efficiency basics

10 sessions, delivered over 5 weeks

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Adult learning environment
Investment planning concepts

Investment Essentials

£523.75

Introduction to stocks, bonds, ISAs, and portfolio diversification for intermediate learners. Suitable for those with established emergency funds seeking growth strategies.

  • Asset class fundamentals
  • Risk assessment and tolerance
  • ISA maximization strategies
  • Index fund investing
  • Portfolio rebalancing techniques
  • Dividend reinvestment concepts

12 sessions, delivered over 6 weeks

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Retirement Planning Strategy

£612.50

Long-term wealth accumulation focused on pension optimization, tax-efficient withdrawals, and retirement income projections.

  • Pension scheme comparison
  • Contribution optimization
  • State pension integration
  • Retirement income modeling
  • Drawdown vs annuity analysis
  • Inheritance tax considerations

14 sessions, delivered over 7 weeks

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Retirement and long-term planning
Family financial planning

Family Finance Coordination

£445.00

Unified financial planning for households. Covers joint budgeting, shared goal-setting, and teaching children about money within the family context.

  • Household budget alignment
  • Joint vs separate account strategies
  • Child allowance frameworks
  • Education savings planning
  • Family financial meetings
  • Shared goal prioritization

10 sessions, delivered over 5 weeks

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Advanced Portfolio Management

£798.25

Sophisticated investment strategies including alternative assets, options basics, and tactical allocation for experienced investors.

  • Advanced diversification techniques
  • Alternative asset evaluation
  • Options strategy fundamentals
  • Tactical vs strategic allocation
  • Performance attribution analysis
  • Tax-loss harvesting methods

16 sessions, delivered over 8 weeks

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Advanced financial strategy

How Courses Are Delivered

Location

All courses take place at our London facility in Clerkenwell. Sessions are held in small groups, typically 8 to 12 participants, to ensure personalized attention.

Materials

Each enrolled student receives course workbooks, online resource access, and supplementary reading materials relevant to their programme.

Schedule Flexibility

We offer morning, afternoon, and evening sessions to accommodate different schedules. Junior programmes run on weekends to avoid school conflicts.

Assessment

Progress is tracked through practical exercises rather than formal testing. Final sessions include personalized action plans based on individual goals.

Select Your Programme

Review the courses above and choose the one that matches your current financial education needs.

Begin Enrollment