Financial Planning Programme
We built this course after watching too many people struggle with basic financial concepts that nobody ever taught them properly. Over nine months, you'll work through real scenarios—not textbook theory—alongside instructors who've spent years helping UK businesses and individuals make sense of their money.
What You'll Actually Learn
Look, we're not going to promise you'll become a millionaire or land some dream job. But you will understand how money works in ways that most people never bother to figure out. Each phase builds on the last, and yeah, it takes effort.
Financial Foundations
3 months- Understanding income streams and how taxation actually works in the UK
- Building budgets that don't fall apart after two weeks
- Reading financial statements without your eyes glazing over
- Setting up systems that track spending automatically
- Debt management strategies that address root causes
Investment Principles
3 months- ISAs, pensions, and other UK-specific investment vehicles
- Risk assessment without the financial advisor jargon
- Building portfolios that match your actual situation
- Understanding market cycles and not panicking during downturns
- Property considerations for UK markets
Strategic Planning
3 months- Retirement planning that accounts for actual lifestyle costs
- Tax efficiency strategies within legal frameworks
- Estate planning basics and protecting assets
- Business finance fundamentals for entrepreneurs
- Building a personal financial plan you can stick to
Who's Teaching This
Callum Finchley
Spent fifteen years working with Sheffield businesses before realizing most financial advice was either too complicated or too generic. Started teaching this stuff because he got tired of seeing smart people make avoidable mistakes with their money.
Rhiannon Bardwell
Former banking analyst who switched to education after getting frustrated with how the industry treated everyday clients. Focuses on making financial concepts accessible without dumbing them down or oversimplifying complex situations.
Beyond Theory
Every module includes practical exercises based on real financial situations. You'll work through case studies drawn from actual scenarios—anonymized, obviously—that our instructors have encountered over the years.
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Real Budget Analysis
Work with actual financial data from anonymized client situations. You'll spot problems, suggest improvements, and learn to think critically about financial decisions rather than just following formulas.
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Portfolio Construction Projects
Build investment portfolios for different life situations. Learn why cookie-cutter advice rarely works and how to adjust strategies based on individual circumstances and UK market conditions.
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Group Discussions
Small cohorts mean you can actually discuss concepts and ask questions. Past participants often say the group conversations were just as valuable as the formal instruction.