Financial Education Programmes

This programme introduces younger children to fundamental money concepts through interactive games, activities, and storytelling. We avoid lectures in favor of hands-on learning that sticks.

What We Cover

• Understanding what money is and why we use it
• The difference between earning, saving, and spending
• Recognizing wants versus needs
• Introduction to goal-setting and delayed gratification
• Basic banking concepts (what banks do, savings accounts)
• Making smart spending choices

Format

Six interactive sessions, each 90 minutes. Sessions include group activities, individual exercises, and take-home challenges that involve parents. We provide workbooks for children to track their learning.

Location: Birmingham city centre workshop space or can be arranged at your preferred location

Group size: Maximum 12 children per session

As young people gain more financial independence—whether through pocket money, part-time work, or birthday gifts—they need practical skills for managing real money in real situations.

Programme Components

• Building and maintaining a realistic budget
• Setting financial goals and tracking progress
• Understanding different types of debt and why interest matters
• Digital money: online banking, payment apps, and security
• Recognizing marketing tactics and resisting impulse purchases
• Saving strategies for short and long-term goals
• Understanding value: getting the most from your money
• Introduction to investing concepts

Format

Eight comprehensive sessions, each two hours. Mix of group discussions, practical exercises, real-world scenarios, and digital simulations. Includes a budgeting app tutorial and personalized financial planning worksheet.

Location: Flexible—available in Birmingham centre or can travel to schools and community centres

Group size: Maximum 15 teenagers per session

This programme prepares older teenagers for the financial realities of adult life. Whether they're heading to university, starting apprenticeships, or entering the workforce, they'll face significant financial decisions within months.

Advanced Topics

• Opening and managing your first bank account
• Credit scores: what they are, why they matter, and how to build good credit
• Student finance: loans, grants, repayment, and alternatives
• Employment basics: contracts, payslips, tax, and National Insurance
• Understanding different types of insurance
• Renting: deposits, contracts, and tenant rights
• Investment fundamentals: stocks, ISAs, and long-term planning
• Avoiding financial scams and protecting your identity
• Planning major expenses: driving lessons, gap years, first car

Format

Ten detailed sessions, each two and a half hours. Includes guest speakers from banking and finance sectors, practical workshops on using financial tools, and individual action planning. Participants receive a comprehensive financial readiness workbook.

Location: Birmingham city centre professional training space

Group size: Maximum 12 participants per session

Sometimes group workshops don't address specific individual needs. Our coaching sessions provide personalized guidance tailored to your child's unique situation, questions, and goals.

What Coaching Offers

Completely customized to your child's needs. Whether they're working towards a specific financial goal, struggling with a particular concept, or need help with a real financial decision they're facing, coaching provides focused, one-on-one attention.

Sessions can cover any topic within financial literacy, from basic concepts to advanced planning. We adapt our teaching style to how your child learns best.

Format

Individual 75-minute sessions. Can be scheduled as one-off consultations or ongoing support. Available in person or via video call.

Ideal for: Children who need extra support, prefer one-on-one learning, or have specific questions not covered in group programmes

Financial education works best when the whole family is aligned. This workshop brings parents and children together to develop shared understanding and create family financial systems that work.

Workshop Focus

• Aligning family values with money habits
• Creating age-appropriate financial responsibilities for children
• Establishing family budgeting systems everyone understands
• Setting up allowance or pocket money structures
• Teaching children about family financial decisions
• Building healthy money conversations into family life
• Planning for major family expenses together

Format

Half-day workshop (four hours) for up to two adults and up to three children. Includes individual family planning time, group activities, and a personalized action plan for your household.

Location: Private session at our Birmingham centre or your home

Included: Follow-up consultation one month after the workshop to review progress

We work with Birmingham schools, youth organizations, and community groups to deliver financial education to larger groups. Our school partnership programmes can be integrated into PSHE curriculum, enrichment activities, or special workshop days.

What We Provide

Tailored programmes that fit your institution's needs and schedule. We can deliver one-off workshops, multi-week courses, or ongoing support throughout the academic year.

All materials are age-appropriate and curriculum-aligned. We provide teacher resources and student workbooks.

Interested in a school partnership? Contact us to discuss your requirements and receive a custom proposal.