Choose your financial education path

Structured programmes designed for different life stages and learning goals.

Each programme includes in-person sessions, comprehensive materials, practical exercises, and ongoing support. All sessions run from our Manchester location.

Children engaged in interactive financial learning activities

Junior Money Masters

Ages 8–13

Young learners discover fundamental financial concepts through interactive activities and age-appropriate scenarios. We introduce saving, spending decisions, value assessment, and basic budgeting in ways that make sense to children.

What's included

  • Six weekly ninety-minute sessions
  • Interactive workbook and activity materials
  • Parent guide with conversation starters
  • Certificate of completion
  • Access to quarterly family workshops

Key topics

  • Understanding money and its purpose
  • Distinguishing needs from wants
  • Introduction to saving and goal-setting
  • Making spending choices
  • Earning and value exchange

£245.00 per term

Teen Financial Foundations

Ages 14–18

Teenagers preparing for financial independence learn about banking, credit, student finance, employment, and tax basics. Real-world scenarios help them navigate the financial decisions they'll face in the next few years.

What's included

  • Eight weekly two-hour sessions
  • Comprehensive resource handbook
  • Banking and budgeting templates
  • Student finance planning guide
  • Certificate of completion
  • Quarterly alumni workshops

Key topics

  • Opening and managing bank accounts
  • Understanding credit and debt
  • Student loans and university finance
  • First jobs, payslips, and tax basics
  • Budgeting for independent living
  • Building financial habits early

£320.00 per term

Teen students learning about financial planning
Professional financial education session for adults

Adult Wealth Building

Adults (18+)

Comprehensive training in investment fundamentals, portfolio construction, pension optimization, and tax-efficient wealth accumulation. This programme transforms your understanding of how to build and preserve wealth over time.

What's included

  • Eight weekly three-hour sessions
  • Investment strategy workbook
  • Portfolio planning templates
  • Tax efficiency checklist
  • Pension optimization guide
  • Lifetime access to quarterly masterclasses

Key topics

  • Investment principles and asset classes
  • Portfolio construction and diversification
  • ISAs and tax-efficient investing
  • Pension strategies and optimization
  • Risk management and rebalancing
  • Long-term wealth planning

£575.00 per programme

Small Business Finance Essentials

Business Owners & Entrepreneurs

Business owners and entrepreneurs learn to manage cash flow, understand financial statements, plan for tax, and make informed growth decisions. Practical skills that directly impact your business sustainability and profitability.

What's included

  • Six weekly two-hour sessions
  • Business finance toolkit
  • Cash flow forecasting templates
  • Tax planning calendar
  • Financial statement interpretation guide
  • Quarterly business finance clinics

Key topics

  • Cash flow management and forecasting
  • Reading and using financial statements
  • Tax obligations and planning for businesses
  • Pricing strategies and profit margins
  • Business growth financing options
  • Separating personal and business finances

£485.00 per programme

Business owners in financial planning workshop
Couple attending retirement planning session

Retirement Planning Intensive

Pre-retirees (50+)

For those approaching retirement, this intensive programme covers pension drawdown strategies, tax-efficient withdrawal planning, estate considerations, and maintaining financial security throughout retirement.

What's included

  • Five weekly three-hour sessions
  • Retirement planning workbook
  • Pension drawdown calculator
  • Tax efficiency guide for retirees
  • Estate planning checklist
  • Annual retirement planning update sessions

Key topics

  • State pension and private pension coordination
  • Drawdown strategies and sequencing
  • Tax-efficient retirement income
  • Healthcare and long-term care planning
  • Estate planning fundamentals
  • Maintaining financial independence

£520.00 per programme

One-to-One Financial Coaching

All Ages

Personalized financial education tailored to your specific situation, goals, and learning pace. Work directly with an educator to address your unique financial questions and build a customized action plan.

What's included

  • Four ninety-minute private sessions
  • Personalized financial assessment
  • Custom action plan and roadmap
  • Tailored resources and templates
  • Follow-up check-in sessions
  • Email support between sessions

Common focus areas

  • Debt elimination strategies
  • Budget creation and optimization
  • Savings acceleration techniques
  • Investment portfolio review
  • Career transition financial planning
  • Major purchase preparation

£395.00 per package

Individual coaching session with financial educator

Ready to begin?

Select a programme above to start your enrollment, or contact us if you have questions about which path suits your goals.

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