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

Click here to download student worksheet

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