Free financial education workshops

My future finances

• Understanding the value of everyday expenses
• Considering personal long-term goals
• Evaluating goals according to a range of incomes

Staying safe from scams

• Recognising different types of financial scams
• Identifying possible characteristics of scams
• Taking steps to prevent being a victim of scams

Moving on from school

• Understanding the key features of a payslip
• Explain different types of income deductions
• Understanding how the Government uses tax and NICs to fund public services
• Calculating gross and net income

Making decisions and risk

• Discovering why people may choose to take risks with their money
• Understanding different types of financial risks and whether they carry a high, medium or low risk
• Understand how insurance and other methods can be used to protect against financial risks

Understanding Debit & Credit (KS4-5)

• Understand the difference between debit, credit and debt
• Be aware of different types of credit and the importance of APR
• Understand difference between ‘good’ and ‘bad’ debt
• Recognise that you have choices, each of which have consequences

Loans & Mortgages (KS5)

• Be aware of different types of loans
• Understand the significance of interest rates on repayments
• Know more about Student Loans
• Understand key terms around mortgages

Moving on from school Assembly (KS4-5)

• Be aware of some of the options available to you when you leave school
• Be aware of the need to live within your means and have a budget
• Understand more about pensions

Personal Finance Assembly (KS4-5)

• What is meant by Personal Finance
• Credit & debt
• Building a budget
• Why managing money matters

Identity theft & Scams Assembly (KS3-5)

• Identify some of the different types of scams
• Recognise possible characteristics of scams
• Reduce the chance of falling victim to a scam

Discover Fortunes – introduction to a career in personal finance (employability)

The aim of this session is to introduce students to some key personal finance concepts as well as providing them with an opportunity to understand a bit more about the personal finance profession. This session is designed for groups of 20-35 students aged between 14-18.

This fun, interactive workshop enables students to work together and help build their communication and team working skills. Set around a board game, students work together to decide on the financial planning options of different clients across 4 categories (pensions, savings, investments and protection). You can see the introduction to this session here.

Want to find out more?

Download our school leaflet for more detailed information.