Learn. Understand. Thrive.

Find your financial confidence with courses designed for Bristol’s aspiring professionals.

Our Course Catalog

Fundamentals of Personal Finance – £99 per course

This essential beginner-level course covers budgeting, saving strategies, and debt management using Bristol-centric scenarios. Duration: 3 sessions (2 hours each).

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Session 1: Understanding Your Income and Expenses
Session 2: Setting Budgets & Saving Goals
Session 3: Smart Debt Management

Small Business Financial Basics – £149 per course

Get hands-on with company cash flow, essentials of tax, and financial planning for start-ups. Duration: 2-day workshop.

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Day 1: Cash Flow Fundamentals & Record-Keeping
Day 2: Tax Basics & Financial Planning for SMEs

One-on-One Financial Coaching – £60 per hour

Personalised coaching to address your unique finance questions or business situation. Sessions scheduled at your pace.

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Initial Assessment
Goal Setting & Planning
Progress Tracking

Finance for Young Professionals – £120 per course

Build solid habits in investing, retirement planning, and workplace benefits, designed for Bristol’s modern professionals. Duration: 4 short sessions.

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Session 1: Introduction to Investments
Session 2: Pensions Explained
Session 3: Building Credit & Planning
Session 4: Employee Benefits Decoded

Financial Wellness Corporate Training – £400 per group session

Engage your team with on-site or online financial wellness programs adapted to corporate needs. Typical duration: Half-day, fully customisable.

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Module 1: Financial Confidence for Teams
Module 2: Benefits & Wellbeing Strategies
Module 3: Tailored Q&A

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