Course Catalogue

Structured programmes for every stage of life, from early financial awareness to advanced wealth planning strategies.

Programmes for Young Learners

Age-appropriate courses that establish healthy money habits early

Young students in learning environment

Junior Money Basics

Introduction to saving, spending choices, and understanding value. Interactive activities make abstract concepts tangible for children aged 8-12. Includes take-home workbook and savings tracker.

£145 / 6 weekly sessions (1.5 hours each)
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Teenage students in discussion

Teen Financial Foundations

Comprehensive programme covering budgeting, banking basics, understanding debt, and preparing for financial independence. Designed for ages 13-17 approaching adulthood.

£195 / 8 weekly sessions (2 hours each)
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Adult Learning Programmes

Develop skills for effective personal and household financial management

Professional reviewing financial plans

Adult Wealth Planning

Strategic approach to building long-term wealth. Covers investment fundamentals, pension planning, tax efficiency, and creating a diversified financial portfolio suited to your goals.

£385 / 10 weekly sessions (2 hours each)
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Family reviewing documents together

Family Finance Workshop

Full-day intensive for parents and children together. Learn to discuss money openly, create family budgets, set shared financial goals, and establish age-appropriate allowance systems.

£275 / Full day workshop (includes materials)
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Retirement planning documentation

Retirement Planning Essentials

Understanding pension options, calculating retirement needs, maximising workplace benefits, and creating income strategies for later life. Suitable for any career stage.

£295 / 6 weekly sessions (2 hours each)
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Business and Professional

Specialised training for entrepreneurs and small business owners

Business financial analysis on screen

Small Business Finances

Essential financial management for business owners. Cash flow management, pricing strategies, understanding accounts, tax obligations, and planning for sustainable growth.

£425 / 8 weekly sessions (2.5 hours each)
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What to Expect from Our Courses

Each programme follows a structured curriculum developed by financial educators with decades of combined experience. Sessions combine instruction with practical exercises, group discussion, and individual reflection.

Class sizes are limited to ensure meaningful interaction. You will have opportunities to ask questions, work through scenarios relevant to your situation, and receive feedback on your financial planning approaches.

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Course Materials

Comprehensive workbooks included with every programme

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Completion Certificate

Recognised certificate upon finishing the programme

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Ongoing Support

Access to alumni community and quarterly refresher sessions

Flexible Payment Options

We understand that investing in education requires planning. Payment plans are available for all courses over £200, allowing you to spread the cost across the programme duration. Discounts apply for early booking, family enrolments, and participants on qualifying benefits.

Register Your Interest

Complete this form to enquire about upcoming course dates and availability. Our team will respond within two working days with full details and booking options.

  • Evening and weekend sessions available
  • Central Cardiff location with parking nearby
  • Accessible facilities
  • Refreshments provided during sessions

Course content provides general financial education and does not constitute personalised financial advice. Outcomes depend on individual application of learned principles. Course fees are subject to change; confirmed pricing will be provided upon booking. Certificates acknowledge course completion and are not professional financial qualifications.