Free online financial education sessions
Our main delivery method is via face to face interventions through our Education Champions who can provide invaluable insights and answer questions that your students have about their money.
Important information (Covid-19)
We deliver each of the workshops below either live virtually or in-school. Contact us to book your free workshop(s) skills@thepfs.org
On demand sessions are:
- Accompanied by an electronic worksheet; there is no need for printing!
- Aimed at 14-18 year old students.
- Delivered within a 45-60-minute session.
- Ideal for independent study and access from home.
To get started, simply select your financial education session video to watch and download the worksheet that accompanies your chosen session. You will need to press play on the video and select to watch the video in full screen.
Staying safe
Staying safe from financial scams
Key vocabulary:
financial scams, vishing, smishing, phishing, money mule, identity theft.
Age range: 14-18 years old
Click here to download student worksheet
Moving on from school
The key elements of a first payslip
Key vocabulary:
income deductions, tax, national insurance, student loan, pension.
Age range: 14-18 years old
Click here to download student worksheet
My future finances
Planning for your financial future
Key vocabulary:
financial planning, budget, jobs, salary, future aspirations, lifestyle.
Age range: 14-18 years old
Click here to download student worksheet
Making decisions and risk
Understanding types of financial risks
Key vocabulary:
investments, borrowing, gambling, insurance.
Age range: 14-18 years old
Click here to download student worksheet
New on demand workshops for 2021…
First bank account
Opening your first bank account
Key vocabulary:
bank, online bank, bank account, safety, credit score
Age range: 11-14
Voice over by Elizabeth Webb FPFS, Chartered Financial Planner at Fairstone Financial Management Ltd.
Understanding credit
Understanding credit, debit and debt
Key vocabulary:
credit, debit, debt, loans, buy now pay later, online apps.
Age range: 14-18 years old
Click here to download student worksheet
Voice over by Yogesh Nakarja DipPFS, Financial Adviser at Lighthouse FA.
Loans & Mortgages
Fundamentals of loans and mortgages
Key vocabulary:
loans, mortgages, students loans, renting, buying first home.
Age range: 14-18 years old
Click here to download student worksheet
Voice over by Robert Boland APFS, Chartered Financial Adviser at Cotswold.
Personal Finance short talks
Personal Finance Basics
Understanding the basics of personal finance
Key vocabulary:
personal finance, savings, managing money, credit apps
Age range: 14-18
Click here to download student worksheet
Voice over by Simon Glazier, Chartered Financial Planner at Stewardship Wealth.
Identity theft & scams
Staying safe from scams
Key vocabulary:
scams, fraud, identity theft, vishing, phishing
Age range: 11-18 years old
Click here to download student worksheet
Voice over by Donna Jackson of 1825.
Moving on from school
Life after leaving school
Key vocabulary:
post-16, budgeting, university, college, apprenticeships, careers
Age range: 14-18 years old
Click here to download student worksheet
Voice over by Laura Butler of Lloyd’s Banking group
Disclaimer
Sessions contain financial guidance. Guidance is for information only and should not be taken as a recommendation for your individual circumstances. Only regulated financial advice can provide you with a specific course of financial action to take based on your individual circumstances and goals.
Should there be any questions please contact skills@thepfs.org
