Financial Foundations Curriculum

Master essential financial skills through our structured learning pathway. From basic budgeting concepts to advanced investment strategies, this program builds your knowledge systematically over twelve weeks.

Each phase builds on previous learning, creating a solid foundation for long-term financial understanding. You'll work through real scenarios and develop practical skills that apply to everyday financial decisions.

Begin Your Learning Journey

12 Weeks Duration

3 Learning Phases

45 Core Modules

Curriculum Structure

Our program follows a carefully designed progression that takes you from fundamental concepts to practical application. Each phase introduces new skills while reinforcing previous learning.

Foundation Phase

Build essential understanding of personal finance fundamentals. This phase covers basic concepts and establishes the groundwork for more complex topics. You'll learn to analyze your current financial situation and set realistic goals.

Personal Finance Assessment

Understanding income, expenses, and financial health indicators

Week 1-2
Budgeting Fundamentals

Creating and maintaining effective budget systems

Week 2-3
Savings Strategies

Emergency funds, goal-based saving, and account optimization

Week 3-4
Debt Management Principles

Understanding different debt types and repayment strategies

Week 4

Development Phase

Expand your financial knowledge with intermediate concepts and practical applications. This phase introduces investment basics and explores different financial products available in the UK market.

Investment Fundamentals

Risk assessment, diversification, and basic investment vehicles

Week 5-6
Pension Planning

Understanding workplace pensions, SIPPs, and retirement planning

Week 6-7
Insurance and Protection

Life insurance, income protection, and critical illness cover

Week 7-8
Tax Efficiency

ISAs, allowances, and basic tax planning strategies

Week 8-9

Mastery Phase

Apply your learning through comprehensive planning exercises and advanced topics. This final phase helps you create a personalized financial plan and develop skills for ongoing financial management.

Financial Planning Integration

Creating comprehensive financial plans that align with life goals

Week 9-10
Property and Mortgages

Understanding property investment and mortgage options

Week 10-11
Advanced Investment Concepts

Portfolio construction, rebalancing, and long-term strategies

Week 11-12
Plan Implementation

Putting your financial plan into action with practical next steps

Week 12

Assessment and Progress Tracking

Your learning progress is measured through various methods designed to reinforce understanding and build confidence. Each assessment provides valuable feedback and helps identify areas for additional focus.

Weekly Assessments

Short quizzes and practical exercises that test your understanding of key concepts from each module.

Case Study Analysis

Real-world scenarios that require you to apply financial principles to solve practical problems.

Portfolio Projects

Comprehensive assignments where you create financial plans and investment strategies.

Peer Reviews

Collaborative learning through reviewing and discussing fellow students' financial planning approaches.

Marcus Thornfield

Lead Financial Education Specialist

"This curriculum was developed based on fifteen years of working with individuals at all stages of their financial journey. The assessments are designed to build real confidence, not just test memorization."

CeFA Qualified