Financial Mastery Learning Program
A structured nine-month journey through essential budgeting skills, investment fundamentals, and practical money management techniques. Our curriculum builds your financial knowledge step-by-step.
Foundation Phase
Months 1-3- Personal budgeting fundamentals and expense tracking
- Understanding financial statements and cash flow
- Emergency fund planning and savings strategies
- Debt assessment and repayment planning methods
- Introduction to UK banking and financial products
Development Phase
Months 4-6- Investment principles and risk assessment
- ISA strategies and pension planning basics
- Property finance and mortgage understanding
- Tax efficiency and allowance optimisation
- Insurance needs analysis and protection planning
Mastery Phase
Months 7-9- Advanced portfolio construction and rebalancing
- Estate planning and wealth preservation
- Business finance and self-employment planning
- Economic analysis and market cycle understanding
- Final project: comprehensive financial plan creation
Skills Development & Assessment
Each phase includes practical assessments designed to build real-world financial management capabilities. You'll work on case studies, create personal budgets, and develop comprehensive financial plans that reflect your growing expertise.
Our assessment methods focus on practical application rather than theoretical knowledge. Students complete monthly budget reviews, participate in investment simulations, and receive individualised feedback on their financial planning projects.
Crispin Waldegrave
Investment Strategy Lead
Fenella Brightwater
Budgeting Specialist