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Financial Education Courses

Structured learning paths for every stage of life

Each course combines classroom instruction, practical exercises, and ongoing support. Classes meet weekly in central Bristol, with materials provided. Small group sizes ensure personalized attention and space for questions.

Children learning financial concepts

Young Money Masters

£147.50

6 weeks | Ages 8-14

Children learn financial foundations through games, activities, and age-appropriate scenarios. Topics include earning, saving, spending wisely, and understanding money value.

What Students Learn:

  • Difference between needs and wants
  • How to set savings goals
  • Basic budgeting with pocket money
  • Understanding price and value
  • Introduction to banking concepts

Teen Financial Independence

£198.00

8 weeks | Ages 15-18

Preparing teenagers for financial adulthood with practical skills they will use immediately. Covers first bank accounts, part-time job income, university finance planning, and credit basics.

What Students Learn:

  • Opening and managing bank accounts
  • Understanding credit and debit cards
  • Student loans and university costs
  • First job financial responsibilities
  • Avoiding common young adult money mistakes
Students engaged in financial education
Professional workspace with financial tools

Personal Finance Foundations

£275.00

10 weeks | Adults

Comprehensive personal finance training for adults starting their financial education journey. Build budgets, eliminate debt, create emergency funds, and establish strong money habits.

What Students Learn:

  • Creating realistic budgets that work
  • Debt reduction strategies and techniques
  • Building three to six month emergency funds
  • Understanding UK tax basics
  • Setting and achieving financial goals

Investment Strategy Workshop

£385.00

8 weeks | Adults

Learn to grow wealth through strategic investing in UK markets. Covers stocks, bonds, ISAs, pension maximization, and portfolio diversification strategies tailored to British investors.

What Students Learn:

  • Stock market fundamentals and how it works
  • Building diversified investment portfolios
  • ISA strategies and tax-efficient investing
  • Understanding risk tolerance and allocation
  • Long-term wealth building techniques
Investment planning and financial strategy
Saving money with piggy bank concept

Retirement Planning Masterclass

£425.00

12 weeks | Adults

Comprehensive retirement preparation covering pensions, state benefits, private savings, tax efficiency, and long-term wealth preservation. Design a retirement that matches your lifestyle goals.

What Students Learn:

  • UK state pension system and private pensions
  • Calculating retirement income needs
  • Tax-efficient withdrawal strategies
  • Healthcare and long-term care planning
  • Estate planning basics

Family Wealth Management

£340.00

9 weeks | Adults

Coordinate finances for growing families. Joint finances, property planning, education savings for children, insurance needs, and building wealth across generations.

What Students Learn:

  • Managing joint accounts and shared finances
  • Property purchase and mortgage strategies
  • Children's education savings plans
  • Family insurance needs assessment
  • Generational wealth transfer planning
Business meeting and financial discussion

Enroll in a Course

Select a course above to begin the enrollment process. Classes start monthly with limited spaces available.

What's Included

Weekly Sessions

Regular scheduled classes in central Bristol location

Course Materials

Workbooks, templates, and reference guides

Small Groups

Maximum 12 students per class for personalized attention

Instructor Access

Email support throughout course duration