Our Courses and Programmes
Structured financial education for every age and skill level, delivered by experienced instructors in Liverpool.
Youth Programmes
Building strong financial foundations from an early age prepares young people for lifelong success. Our youth-focused courses use age-appropriate activities and relatable examples.
Young Savers Programme
Designed for children aged 8 to 12, this programme introduces fundamental concepts like saving, earning, and making thoughtful spending choices through interactive games and projects.
- 6 weekly sessions of 90 minutes
- Take-home activity workbook
- Parent summary after each class
- Certificate upon completion
Teen Financial Literacy
For ages 13 to 17, this course covers budgeting basics, understanding bank accounts, responsible borrowing, and planning for future expenses like university or first jobs.
- 8 weekly sessions of 2 hours
- Digital resources and templates
- Mock budgeting exercises
- Group project presentations
Adult Courses
Whether you seek to gain control of household spending or wish to expand your investment knowledge, our adult programmes provide actionable skills.
Household Budget Mastery
Learn to create and maintain a household budget that works for your lifestyle. We cover income tracking, expense categorisation, debt management, and building emergency funds.
- 5 evening sessions of 2.5 hours
- Personalised budget template
- One-on-one review session
- Ongoing email support for 3 months
Investment Foundations
Understand how different investment vehicles work, from stocks and bonds to funds and property. Learn to evaluate risk, diversify holdings, and read market indicators.
- 8 sessions over 4 weeks
- Live market analysis workshops
- Risk assessment tools
- Guest speaker from financial sector
Advanced Portfolio Strategy
For those with existing investments seeking to optimise performance. We examine asset allocation, rebalancing techniques, tax efficiency, and strategic planning.
- 10 intensive sessions
- Portfolio review and critique
- Advanced analytical frameworks
- Access to alumni network
Retirement Planning Workshop
Prepare for a financially secure retirement. Covers pension options, state benefits, drawdown strategies, estate considerations, and lifestyle budgeting for later years.
- 4 Saturday workshops
- Pension calculator tools
- Partner attendance included
- Follow-up consultation
Request Enrolment Information
Tell us which course interests you and we will send full details including available dates.
The information provided through our courses is intended for educational purposes only and does not constitute personalised financial advice. Individual outcomes may vary based on personal circumstances. We recommend consulting a qualified financial adviser before making significant financial decisions. Our programmes aim to enhance financial literacy and should not be considered a substitute for professional guidance tailored to your specific situation.