Course Catalog

Each program combines theoretical knowledge with practical application, ensuring you can immediately use what you learn.

Youth Financial Foundation

Price: £147.50

Designed for participants aged 8-16, this course introduces fundamental money concepts through age-appropriate activities and discussions. Young learners explore earning, saving, spending decisions, and basic investment principles.

Duration: 6 weeks, meeting once per week for 90 minutes

Topics Covered:

Understanding money as a tool for achieving goals
Difference between needs and wants
Creating and maintaining a savings plan
Introduction to compound interest
Basic budgeting for allowances or part-time income
Understanding bank accounts and how they work

Personal Finance Mastery

Price: £284.75

Comprehensive program for adults covering all aspects of personal financial management, from daily budgeting to long-term retirement planning. Participants develop customized financial strategies based on their individual circumstances.

Duration: 8 weeks, meeting twice per week for 2 hours

Topics Covered:

Creating realistic budgets that actually work
Debt reduction strategies and credit management
Emergency fund planning
Savings optimization techniques
Understanding taxes and deductions
Retirement account options and strategies
Insurance needs assessment

Investment Strategy Fundamentals

Price: £362.25

For individuals ready to move beyond basic savings into wealth building through investments. Learn to evaluate opportunities, manage risk, and construct diversified portfolios aligned with your goals.

Duration: 10 weeks, meeting once per week for 3 hours

Topics Covered:

Asset classes and their characteristics
Risk tolerance assessment
Portfolio diversification principles
Reading and interpreting financial statements
Market analysis fundamentals
Investment vehicles: stocks, bonds, funds, ETFs
Tax-efficient investment strategies
Performance monitoring and rebalancing

Business Financial Management

Price: £425.80

Advanced course for entrepreneurs, business owners, and managers focusing on financial decision-making in business contexts. Covers cash flow management, financial forecasting, and growth strategies.

Duration: 12 weeks, meeting once per week for 3 hours

Topics Covered:

Understanding financial statements for businesses
Cash flow forecasting and management
Pricing strategies and profit margins
Business tax planning and compliance
Funding options for business growth
Financial metrics and KPIs
Budget creation and variance analysis
Investment decisions for business assets

Family Financial Planning

Price: £198.90

Joint sessions designed for parents and teenage children to attend together, focusing on collaborative financial decision-making and building shared financial literacy within families.

Duration: 6 weeks, meeting once per week for 2 hours

Topics Covered:

Family budgeting and expense tracking
Teaching financial responsibility to children
Planning for education costs
Family financial goal setting
Allowance systems and money lessons
Discussing money openly within families

Professional Certification Track

Price: £547.60

Intensive program for individuals pursuing careers in financial services or seeking professional certifications. Includes exam preparation, case studies, and practical application of advanced financial concepts.

Duration: 16 weeks, meeting twice per week for 3 hours

Topics Covered:

Advanced portfolio theory
Financial planning principles
Retirement planning strategies
Estate planning fundamentals
Ethics in financial services
Client relationship management
Regulatory environment and compliance
Certification exam preparation

Enrollment Information

All courses are held at our Liverpool location with flexible scheduling options including evening and weekend sessions. Class sizes are limited to ensure personalized attention. Materials and resources are included in course fees.

To enroll in any program, visit our homepage and complete the enrollment form.