Junior Money Masters
£247.50Teaching children financial literacy shouldn't feel like a chore. This interactive programme uses games, group activities, and real-world scenarios to help young people understand earning, saving, spending wisely, and even basic investing concepts. We cover pocket money management, goal-setting, distinguishing needs from wants, and the magic of compound interest explained through age-appropriate examples.
What's Included:
- 8 interactive Saturday morning sessions (2 hours each)
- Personalised savings tracker workbook
- Parent guide with conversation starters
- Certificate of completion
- Access to our junior resources portal
Foundation Financial Planning
£385.00If you've ever felt overwhelmed by bills, confused by credit cards, or uncertain how to start saving, this course is your foundation. We cover budgeting systems that actually work, strategies for eliminating debt, building an emergency fund, understanding credit scores, and setting achievable financial goals. This isn't about deprivation; it's about making conscious choices aligned with your values.
What's Included:
- 6 comprehensive evening sessions (2.5 hours each)
- Digital budgeting templates and calculators
- Personal finance toolkit
- One-on-one goal-setting session
- Lifetime access to course materials
Investment Fundamentals
£562.75Once you've mastered the basics, it's time to make your money work for you. This course demystifies investing, explaining stocks, bonds, funds, ETFs, and how to build a diversified portfolio that matches your risk tolerance and timeline. We cover market psychology, common investing mistakes, tax-efficient investing strategies, and how to evaluate investment opportunities critically.
What's Included:
- 10 detailed sessions covering all asset classes
- Practical portfolio construction workshops
- Market analysis training
- Investment platform comparison guide
- Ongoing market commentary newsletter
Property & Wealth Building
£725.00Property investment remains one of the primary wealth-building tools in the UK, but it's also complex and capital-intensive. This advanced course covers residential and commercial property investment strategies, understanding mortgage products, calculating true returns, property portfolio management, tax implications, and alternative property investment vehicles like REITs.
What's Included:
- 12 advanced sessions with guest property experts
- Property investment calculator tools
- Case study analysis of successful portfolios
- Market area analysis frameworks
- Legal and tax guidance documentation
Business Finance Management
£648.25Running a business means making constant financial decisions, often without formal training. This course teaches you to read and interpret financial statements, manage cash flow effectively, forecast accurately, understand break-even analysis, evaluate investment in growth, and structure your business finances for tax efficiency. Real business scenarios form the core of every session.
What's Included:
- 8 intensive sessions focused on SME challenges
- Financial forecasting templates
- Cash flow management tools
- Business scenario workshops
- Quarterly business finance refresher sessions
Retirement Planning Masterclass
£495.50Retirement planning isn't just about having enough money; it's about structuring that money to last throughout retirement while maintaining your desired lifestyle. We cover the UK pension system, state pension maximisation, annuities versus drawdown, tax-efficient withdrawal strategies, care cost planning, and estate planning basics. Leave with a personalised retirement roadmap.
What's Included:
- 6 focused sessions on retirement strategies
- Personalised retirement planning session
- Pension consolidation guidance
- Withdrawal strategy calculator
- Access to retirement planning specialists
