Upcoming Course Previews
Get an exclusive look at what's coming next in our comprehensive finance education program. These carefully designed courses will be available for enrollment starting September 2025.
Coming Soon
Advanced Budget Mastery
This isn't your typical budgeting course. We'll explore sophisticated techniques that go beyond basic spreadsheets, covering everything from zero-based budgeting to complex scenario planning.
- Multi-scenario financial modeling
- Advanced Excel and automation tools
- Risk assessment and contingency planning
- Integration with investment strategies
Preview Available
Financial Automation Fundamentals
Learn how to set up systems that handle routine financial tasks automatically, freeing up your time for strategic decision-making and long-term planning.
- Banking automation setup
- Bill payment scheduling systems
- Investment rebalancing triggers
- Alert systems and monitoring
What Makes These Courses Different
We've spent months developing these programs based on real feedback from our community. Rather than generic financial advice, you'll work with actual scenarios and build systems you can use immediately.
- Real-world case studies from current UK market conditions
- Interactive workshops with live Q&A sessions
- Downloadable templates and automation scripts
- Ongoing community access for implementation support
- Certificate of completion for professional development
Both courses include practical exercises you can complete at your own pace, plus monthly group sessions where you can discuss challenges and share insights with other participants.
Meet Your Course Instructor
Verity Caldwell
Senior Financial Education Specialist
Verity brings fifteen years of experience working with both individual clients and small businesses across the UK. She's particularly passionate about making complex financial concepts accessible and actionable. Her background includes time at two major UK banks and three years running financial literacy workshops for local community groups. What sets her apart is her ability to translate theoretical knowledge into practical steps that actually work in real life.