Our Financial Education Courses
Structured programmes designed for every age group and financial goal. All courses take place at our Leeds centre.
Kids' Money Essentials
Designed for children aged 7-12, this course introduces foundational money concepts through games, activities, and age-appropriate discussions.
- Understanding the difference between needs and wants
- Setting savings goals and tracking progress
- Basic concepts of earning through chores or tasks
- Making smart spending decisions
- Introduction to charitable giving
Duration: 4 weekly sessions (90 minutes each)
Class Size: Maximum 12 children
Teen Investment Foundations
Teenagers aged 13-17 learn about budgeting their first earnings, understanding compound interest, and the basics of investing for their future.
- Creating and maintaining a personal budget
- Understanding bank accounts, interest, and fees
- Introduction to stocks, bonds, and funds
- The power of compound interest over time
- Avoiding common financial pitfalls
- Planning for university finances
Duration: 6 weekly sessions (2 hours each)
Class Size: Maximum 15 students
Adult Financial Planning Workshop
A comprehensive programme for adults who want to take control of their finances, whether managing debt, building savings, or planning for retirement.
- Comprehensive budgeting and cash flow management
- Strategies for paying down debt efficiently
- Understanding pensions and retirement planning
- Investment fundamentals for wealth building
- Tax-efficient savings and ISA strategies
- Insurance and risk management basics
Duration: 8 weekly sessions (2.5 hours each)
Class Size: Maximum 20 participants
Family Finance Bootcamp
A weekend intensive designed for the whole family. Parents and children learn together, building shared understanding and aligned financial goals.
- Joint activities that involve all family members
- Age-appropriate breakout sessions for children
- Creating a family budget and savings plan
- Teaching children about money at home
- Setting family financial goals together
- Tools and templates for ongoing use
Duration: 2-day weekend intensive (Saturday and Sunday)
Includes: Lunch and course materials
Corporate Financial Literacy Training
Offered to businesses who want to support their employees' financial wellbeing. Sessions can be held at your premises or our Leeds centre.
- Customised curriculum based on workforce demographics
- Topics include budgeting, pensions, and debt management
- Flexible scheduling to minimise workplace disruption
- Confidential one-to-one sessions available
- Post-training resources for ongoing learning
- Reporting on engagement and outcomes
Duration: Customised (typically 2-4 half-day sessions)
Group Size: 10-50 employees per cohort
What's Included in Every Course
All our programmes share these core elements for a complete learning experience.
Course Materials
Comprehensive workbooks, templates, and reference guides that participants keep for future use.
Interactive Sessions
Small class sizes ensure active participation and personalised attention from instructors.
Follow-Up Support
30-day email support after course completion for questions as you apply what you learned.
Request Course Information
Interested in enrolling? Select your preferred course below and we will send you detailed information including upcoming dates.
Not Sure Which Course Is Right for You?
Contact us for a free consultation. We will help you identify the best programme based on your goals and current situation.
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