Practical Topics

It’s all about acquiring practical money skills. Our course topics can be grouped into three broad areas by target participants:

Financial Literacy courses provide a grounding in personal finance to help young people (15 to 25 year olds) become financially independent and secure a safe financial future. They revolve around the basics of saving and investment with a focus on developing action plans toward achieving life goals.

Subject areas include:

  • personal budgeting, setting and managing financial priorities
  • understanding net income in the context of inflation, taxation, national insurance, tax allowances
  • understanding financial assets: bank accounts, savings, investments, pensions
  • understanding financial liabilities: personal and payday loans, credit cards, mortgages, taxes

Courses for younger children will be offered on topics such as putting pocket money and gifts to good use and understanding fundamental financial concepts such as borrowing, interest rates and net worth.


Personal Finance courses are about managing financial matters to secure a better financial future for you and your family. While there is topic overlap with Financial Literacy courses, Personal Finance courses presume experience (and challenges) in managing personal and family finances, as well as familiarity with basic financial products such as bank accounts, insurance and mortgages.

Subject areas include:

  • personal and family budgeting, setting and managing financial priorities
  • tax efficient investing
  • financial promotions: separating marketing hype from key product information
  • focus topics such as investing for children and socially responsible investing


Small Business Finance are designed for young entrepreneurs, newly minted business owners and franchisees and other self-employed to help them manage their business and personal finances more efficiently.

Subject areas include:

  • practical approaches to record keeping for business and tax purposes
  • business planning and cash flow management
  • key financial implications of different types of incorporation or acting as sole trader
  • managing personal finances, particularly saving tax efficiently and building a pension pot


Our courses DO NOT represent investment or financial advice. If you need specific advice, you should talk to your financial advisor or accountant. Rather, they are designed to provide participants with key knowledge to enable them to:

  • manage their financial matters more efficiently and effectively
  • select their advisors with more confidence
  • be able to research financial products independently and identify points worth querying with providers or IFAs
  • identify alternatives and do a high level comparison in terms of risk and return
  • understand why specific products or approach may not be best suited to their circumstances

Financial products evolve all the time. The basics – such as the impact of compounding interest – do not. So the sooner you learn, the longer you can take advantage of that knowledge and increased financial confidence.


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