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Our Course Catalogue

Each programme is designed to deliver practical skills you can apply immediately. Sessions run on weekends and weekday evenings at our Cardiff location.

Junior Finance Fundamentals

Ages 8-12. Interactive sessions covering pocket money management, saving goals, and understanding value through real-world scenarios.

Duration: 4 weeks, 90 minutes per session
Group Size: Maximum 10 participants
Materials: Workbook and activity cards included
£127.50

Teen Money Mastery

Ages 13-17. Budgeting, first bank accounts, understanding credit, and preparing for financial independence with practical exercises.

Duration: 6 weeks, 2 hours per session
Group Size: Maximum 12 participants
Materials: Digital resources and planning templates
£168.75

Adult Budget Planning

Master household budgeting, debt reduction strategies, and building emergency funds with personalised frameworks you can implement immediately.

Duration: 5 weeks, 2.5 hours per session
Group Size: Maximum 10 participants
Materials: Budgeting spreadsheets and tracker tools
£215.00

Investment Essentials

Understanding stocks, bonds, ISAs, and pension planning. Learn to evaluate risk and build a diversified portfolio aligned with your goals.

Duration: 8 weeks, 2.5 hours per session
Group Size: Maximum 12 participants
Materials: Investment analysis frameworks
£295.00

Retirement Planning Workshop

Calculate your retirement needs, maximise pension contributions, and create a sustainable withdrawal strategy for your golden years.

Duration: 6 weeks, 2 hours per session
Group Size: Maximum 10 participants
Materials: Retirement calculator and planning guide
£245.00

Family Finance Coordination

Teaching children about money while managing household expenses. Strategies for financial harmony across generations.

Duration: 5 weeks, 2 hours per session
Group Size: Maximum 8 families
Materials: Family activity guides and tracking tools
£189.50

Enrol in a Course

Select a course above by clicking the Select Course button, then complete this form. We'll confirm your spot and send joining instructions within 24 hours.

All courses include take-home materials and access to follow-up resources.

The educational content provided is for informational purposes and should not replace professional financial advice. Individual outcomes may differ based on personal circumstances. We recommend consulting with a qualified financial adviser before making significant financial decisions.