This course will help you and your staff on your journey to financial wellbeing by giving insight into key financial budgeting concepts and tools for personal planning and budgeting. From the psychology of long-term saving, to the day-to-day reality of spending money to live, this course will take you on a journey to help you finally get to grips with your money today, while helping you understand the importance and tactics available to save money for tomorrow.


  • The psychology of saving
  • The problem with finances
  • How to track your spending
  • How to budget effectively
  • Saving best practices
  • Learning check quiz

Course Batches


The information provided within this website is not to be taken as financial advice. If you require financial advice you should consult an FCA registered professional. Our content is simply educational and any financial decisions you make as a result or reading our content are your own.

Get in Touch

85 Derby Road, Draycott,
Derby, Derbyshire,
DE72 3NX, United Kingdom

Monday–Friday: 9:00AM–5:00PM
Saturday & Sunday: 11:00AM–3:00PM

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