Our Financial Management Courses
Comprehensive programmes designed for every stage of your financial journey.
Individual Courses
Choose the programme that matches your current knowledge level and goals
Personal Finance Basics
A foundational course covering essential money management skills. You will learn to create effective budgets, build emergency funds, manage debt strategically, and develop healthy financial habits. Suitable for beginners or those seeking to refresh fundamentals.
Duration: 6 weeks (12 sessions)
Format: Evening classes, Tuesdays and Thursdays
Investment Fundamentals
Demystify the world of investing with this intermediate-level programme. Covers stocks, bonds, mutual funds, ETFs, ISAs, and pension planning. Includes practical exercises in portfolio construction and risk assessment.
Duration: 8 weeks (16 sessions)
Format: Weekend workshops, Saturdays
Kids Money Smart Workshop
Engaging, age-appropriate sessions for children aged 8-14. Through games, projects, and interactive activities, young learners discover the basics of earning, saving, and thoughtful spending. Parents receive progress updates and home activity guides.
Duration: 4 weeks (4 sessions)
Format: Saturday mornings
Advanced Portfolio Management
For those with existing investment experience seeking deeper knowledge. Covers asset allocation strategies, tax-efficient investing, alternative investments, and market analysis techniques. Prerequisite: Investment Fundamentals or equivalent experience.
Duration: 10 weeks (20 sessions)
Format: Evening classes, Mondays and Wednesdays
Family Financial Planning
A collaborative programme for couples and families. Learn to align financial goals, manage household budgets effectively, plan for major expenses (education, property, retirement), and navigate financial conversations constructively.
Duration: 5 weeks (5 sessions)
Format: Weekend afternoons, flexible scheduling
Retirement Planning Workshop
Focused guidance for those approaching or planning retirement. Covers pension options, drawdown strategies, state benefits, healthcare planning, and creating sustainable income streams for later life.
Duration: 6 weeks (6 sessions)
Format: Weekday mornings, Wednesdays
What Each Course Includes
Standard features across all our programmes
Course Materials
Comprehensive workbooks, templates, and reference guides included with every programme. Digital and printed versions available.
Small Class Sizes
Maximum 15 participants per cohort ensures personalised attention and opportunity for questions during sessions.
Alumni Access
Lifetime access to course updates, quarterly refresher sessions, and our private community forum for continued learning.
Not Sure Which Course Is Right?
Book a free 20-minute consultation with one of our advisors. We will discuss your current financial situation, goals, and recommend the most suitable starting point.
Enrol in Your Chosen Course
Complete the form below and we will confirm your place and send payment details