BOOST YOUR KNOWLEDGE
Personal Finance Seminar Series
UPCOMING DATES: Starts 18 Mar 2024
MEET YOUR TRAINER
The three seminars are live and interactive and led by Professor George Callaghan, Professor of Economics and Personal Finance, a senior lecturer specialising in the teaching of personal finance and a qualified coach.
His content-rich presentations aim to enhance your knowledge, confidence and understanding of various aspects of personal finance including taxation, pensions, savings and investments.
Your learning outcomes
As part of the process we encourage you to keep a personal finance learning log, where you record the areas you are confident in and those which need further reflection and research.
Each seminar provides links to further sources of information on the various topics, which can be used to gain additional knowledge.
By the end of the seminar series you will...
✔ have a set of personal finance resources, including slides and useful signposting to further information
✔ be more confident in your personal finance knowledge base
✔ have identified financial topics on which you feel most comfortable coaching
✔ be better prepared for the next steps in your financial coaching journey
What do we cover in each session?
Mon 18 Mar 2024
This begins by discussing the changing economic and social context, including the pervasive consumer culture which drives so many purchasing decisions.
We then go over the different sources of income, including thinking of ways clients might increase their income, before looking in some detail at income tax, national insurance and savings.
The seminar ends by introducing your personal finance learning log and the Wise Monkey financial competencies checklist.
Length: 90 mins
Mon 25 Mar 2024
This covers the important concept of compounding, before introducing different types of investments. It goes on to discuss the distinction between active versus passive investments and how a coach might discuss asset allocation with clients.
It ends with pensions, going over the different types, such as state and private pensions, defined benefit and defined contribution schemes. We also run through the most relevant tax implications associated with pensions.
This seminar ends with reflection on learning and looking forward to the third seminar.
Length: 90 mins
Mon 08 Apr 2024
We briefly discuss the differences between secured and unsecured debt, before covering mortgages, including buy to let and equity release.
We then examine the role of insurance in personal finance, before going on to look at the personal finance implications of the most common life changes which a financial coach may discuss with clients. These include investments for children, divorce and estate planning.
We end by discussing insights gained and planning the next steps in adding to your personal finance knowledge.
Length: 90 mins
Or email [email protected] to arrange a call or request more information
"Well structured, appropriate level of detail, related it to context and the potential different perspectives of clients. I liked the way it was linked to how we would advise clients. The time seemed to fly by. George created a good collegiate atmosphere, as though we were in the same room."
"George is an excellent instructor; he is very personable and encouraging. It was good to have someone who 'knows his stuff' but who also has some experience as a financial coach and can put the topics into that context."
"I found the content to be rich and it covered a variety of topics and products. I enjoyed every moment. George managed to grab our attention all the time and kept the seminars interesting and enjoyable."
Course dates and times
Three evenings leading up to our next Financial Coach Practitioner Certificate Training, which starts on Monday 15th April 2024.
The evening seminar dates are:
Mon 18th March 2024
Mon 25th March 2024
Mon 8th April 2024
Each online session lasts 90 minutes and takes place 7:00pm - 8:30pm on each of the three days.
The seminars take place via Zoom.
All seminars will be recorded so that you can revisit them later to support your learning.
Online training platform
You will receive an invitation to the Wise Monkey online training platform with:
✔ Event details to attend the live seminars
✔ Access to seminar recordings and slides
✔ A personal learning log
✔A competency checklist
✔ A range of additional personal finance resources
£350 + VAT
The cost to attend all three seminars with access to the Training Portal is £350 plus VAT (£420 including VAT).
Please complete the form, or email [email protected] to arrange a call or to request more information.
Submit this form to receive an invoice for the course fee of £350 plus VAT (£420 including VAT) to be paid via bank transfer. Your place will be confirmed after receipt of payment.
By submitting this form you agree to the terms below:
I agree to pay my fee for £350 plus VAT (£420 including VAT) via bank transfer to secure a place on the Personal Finance Seminar Series on Mon 18 March, Mon 25th March and Mon 08 April 2024.
Our next Financial Coach Practitioner Certificate Training starts on Mon 15th April 2024
Don't miss our next comprehensive training course which runs 15 Apr - 19 Jun 2024. Booking now, it offers a life-changing learning experience - helping you develop the essential skills to start your own Financial Coaching practice.
Wise Monkey Financial Coaching Ltd is registered as a company in England and Wales.
Registration number: 06943759. Registered office: Preston Park House, South Road, Brighton, East Sussex, BN1 6SB.
VAT Number: 340 5483 16