Our Programmes & Services
Structured financial education tailored to different ages and learning needs
Choose the Right Programme
Each offering is designed with specific age groups and skill levels in mind. Whether you're looking for foundational money skills for younger children or investment concepts for teenagers, we have structured pathways.
All programmes include take-home materials and resources for ongoing learning.
Basic Money Skills Workshop
Recommended for ages 6-10
Programme Overview
This workshop introduces fundamental money concepts in an engaging, age-appropriate format. Children explore currency, value, basic transactions, and the foundational difference between wants and needs.
What's Covered
- Identifying and counting coins and notes
- Understanding equivalent values and making change
- Distinguishing between needs and wants
- Introduction to saving concepts through practical exercises
- Basic budgeting with pocket money scenarios
- Earning and delayed gratification
Format
Six weekly sessions, each lasting 60 minutes. Activities include games, role-play shopping scenarios, and hands-on counting exercises. Parents receive weekly summaries and suggested home activities.
Outcomes
Participants gain confidence handling money, making simple purchasing decisions, and understanding that money has limits and requires choices.
Teen Financial Literacy Course
Recommended for ages 11-14
Programme Overview
Our most comprehensive offering for early teenagers, covering essential financial topics they'll encounter immediately and in the near future. This course bridges basic concepts and real-world application.
What's Covered
- Creating and maintaining a personal budget
- Understanding bank accounts, debit cards, and online banking
- Digital payment systems and security
- Responsible online shopping and subscription awareness
- Introduction to interest (savings and borrowing)
- Reading and understanding receipts, statements, and invoices
- Goal-setting and saving strategies
- Understanding mobile payment apps and their risks
Format
Eight weekly sessions of 75 minutes each. Participants use real budgeting templates, analyze actual bank statements (anonymized examples), and complete practical assignments between sessions.
Outcomes
Participants develop practical skills for managing their own money, understanding digital finance tools, and making informed spending decisions. Many open their first bank accounts during or shortly after this course.
Advanced Investment Basics
Recommended for ages 15-18
Programme Overview
Designed for older teenagers preparing for financial independence, this course introduces investment concepts, long-term wealth building, and more sophisticated financial decision-making.
What's Covered
- Stocks, bonds, and fund basics
- Understanding ISAs and tax-advantaged accounts
- Compound interest and time value of money
- Risk assessment and diversification principles
- Reading financial news and market information
- Retirement planning fundamentals (pensions basics)
- Credit scores, loans, and responsible borrowing
- Student finance overview and university costs
Format
Ten weekly sessions of 90 minutes. Includes investment simulation activities, guest speakers from the finance industry, and analysis of real market scenarios. Participants track a mock portfolio throughout the course.
Outcomes
Participants understand how investments work, can evaluate basic financial products, and recognize the importance of early financial planning. They develop frameworks for making major financial decisions ahead.
Individual Services
Flexible options for families with specific needs
Family Financial Planning Session
A collaborative two-hour consultation bringing the entire family together to establish shared financial goals, create household budgets, and align on money values and practices.
Ideal For
- Families wanting to establish consistent financial messaging
- Parents seeking guidance on allowances and money conversations
- Families preparing for major transitions (moving, education changes)
- Households wanting to improve financial communication
Session Includes
- Goal-setting workshop
- Budget template creation
- Resource recommendations
- Follow-up email support for 30 days
One-on-One Financial Mentoring
Personalised financial guidance tailored to individual circumstances, challenges, or goals. Sessions are flexible in focus and adapted to the teenager's specific needs.
Ideal For
- Teenagers preparing for university financial decisions
- Young people starting first jobs and managing income
- Individuals facing specific financial challenges or questions
- Those preferring one-on-one attention over group settings
Session Structure
- 60-minute focused sessions
- Customized content based on needs assessment
- Actionable plans and resources
- Option to book ongoing sessions as needed
Programme Comparison
| Feature | Basic Money Skills | Teen Financial Literacy | Advanced Investment |
|---|---|---|---|
| Age Range | 6-10 years | 11-14 years | 15-18 years |
| Number of Sessions | 6 sessions | 8 sessions | 10 sessions |
| Session Length | 60 minutes | 75 minutes | 90 minutes |
| Complexity Level | Foundational | Intermediate | Advanced |
| Take-Home Materials | Yes | Yes | Yes |
| Parent Resources | Yes | Yes | Optional |
| Certificate | Completion badge | Certificate | Certificate |
| Price | £147.50 | £224.99 | £312.75 |
Ready to Enrol?
Select a programme above or complete our enrolment form to get started
Go to Enrolment FormFrequently Asked Questions
Can my child join mid-programme?
We recommend starting from session one for continuity, but late enrolment may be possible depending on the specific programme and timing. Contact us to discuss options.
What if my child misses a session?
We provide session summaries and materials so participants can catch up. For multi-session absences, we can arrange brief catch-up consultations.
Are sessions held online or in person?
Currently, all sessions are conducted in person at community venues across Liverpool. This allows for interactive activities and hands-on learning.
Do you offer sibling discounts?
Yes, families enrolling multiple children receive a discount on second and subsequent enrollments. Contact us for details.
What qualifications do instructors have?
All instructors hold relevant qualifications in education, finance, or related fields, plus DBS clearance and child safeguarding training.
Can parents attend sessions?
For younger children (ages 6-10), parents are welcome in the first session. Other programmes are designed for independent participation, though we provide regular updates.