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Young learners engaging with educational financial materials

Youth Money Foundations

Designed for children aged 8-14, this programme introduces core concepts like saving, spending, and understanding value. Through interactive games and challenges, young participants learn to make thoughtful decisions about money.

6 weekly sessions, 90 minutes each
Take-home activity workbook
Parent summary report
£145 /course Enrol
Teenager studying financial concepts independently

Teen Financial Independence

Preparing teenagers aged 15-18 for financial adulthood. Covers bank accounts, first jobs, university finances, and avoiding common debt traps that affect young adults.

8 weekly sessions, 2 hours each
Real-world case studies
University finance planning guide
£165 /course Enrol
Adult couple reviewing financial planning documents

Family Finance Workshop

A collaborative weekend programme for parents and children to learn together. Create a family budget, set shared savings goals, and establish healthy money conversations at home.

2-day intensive weekend
Up to 2 adults + 2 children
Family action plan template
£189 /family Enrol
Professional financial analysis and planning session

Personal Budgeting Mastery

Take control of your monthly finances with proven budgeting frameworks. Learn to track every pound, eliminate wasteful spending, and build a robust emergency fund over time.

6 evening sessions, 2 hours each
Budget spreadsheet templates
30-day email follow-up support
£275 /course Enrol
Retirement planning session with financial documents

Retirement Planning Essentials

Whether retirement is decades away or approaching soon, this course demystifies pensions, state benefits, and withdrawal strategies to help you plan for financial security later in life.

8 sessions over 4 weeks
Pension analysis worksheet
State pension forecasting guide
£325 /course Enrol
Focused study session with financial documents and notes

Investment Fundamentals

Move beyond savings accounts and understand how markets work. This course covers stocks, bonds, funds, ISAs, and risk assessment for first-time investors seeking to grow their wealth.

10 sessions, 2 hours each
Portfolio simulation exercises
Investment platform comparison guide
£395 /course Enrol

Course Schedule

Most courses run on weekday evenings (6:30pm-8:30pm) and Saturday mornings (10am-12pm). We offer multiple start dates throughout the year to accommodate your schedule.

All sessions take place at our Dale Street centre in Liverpool city centre, conveniently located near public transport links and with nearby parking available.

Small class sizes (maximum 12 participants)
Materials and refreshments included
Certificate of completion provided
Modern educational facility with welcoming learning environment

Enrol in a Course

Complete the form below to register your interest. Our team will contact you within 48 hours to confirm availability and complete your booking.

Important Notice: Our courses provide general financial education and are not a substitute for professional financial advice. The knowledge gained should be applied alongside consideration of your personal circumstances. We recommend consulting a qualified financial adviser before making significant investment or pension decisions.