Educational Programmes
Structured courses designed to build lasting financial competence
Junior Money Masters
Designed for children aged 7-14, this programme introduces fundamental economic concepts through interactive activities. Students learn to distinguish needs from wants, understand how earning and spending create cycles, and practice basic budgeting with simulated scenarios.
- Six weekly sessions, 90 minutes each
- Maximum 12 students per class
- Includes workbook and practice materials
- Saturday morning and after-school options available
Teen Financial Foundations
Tailored for ages 14-18, addressing the financial decisions young people actually face. Topics include understanding credit scores, managing student loans, part-time income and tax basics, and introduction to investing concepts.
- Eight weekly sessions, 2 hours each
- Maximum 15 students per class
- Guest speakers from financial sector
- Evening and weekend scheduling
Personal Finance Mastery
Comprehensive adult programme covering the full spectrum of personal financial management. From eliminating high-interest debt to building diversified savings, structuring mortgages advantageously, and maximising tax-advantaged accounts.
- Ten weekly sessions, 2.5 hours each
- Maximum 18 participants per class
- Personalised action plan development
- Evening sessions on weekdays
Investment Strategy Workshop
Advanced training for individuals ready to actively manage investment portfolios. Covering asset allocation principles, risk assessment frameworks, market analysis techniques, and long-term wealth building strategies.
- Twelve weekly sessions, 3 hours each
- Maximum 12 participants per class
- Case study analysis of real portfolios
- Weekend intensive format available
Business Finance Fundamentals
Essential financial management for entrepreneurs, freelancers, and small business owners. Learn to forecast cash flow accurately, analyse profitability by product or service line, and make strategic decisions based on financial data.
- Eight weekly sessions, 3 hours each
- Maximum 10 participants per class
- Bring your own business data for analysis
- Tuesday and Thursday evening options
Retirement Planning Intensive
Detailed exploration of retirement preparation, covering state and private pension optimisation, ISA strategies, drawdown versus annuity decisions, and creating reliable income streams that sustain throughout retirement years.
- Nine weekly sessions, 2.5 hours each
- Maximum 15 participants per class
- Retirement income modelling tools provided
- Afternoon sessions for pre-retirees
