Personal Finance Seminar Series
The seminars will be live and interactive and led by Dr George Callaghan, an economist and senior lecturer specialising in the teaching of personal finance. He will deliver content-rich presentations aiming to enhance your knowledge, confidence and understanding of various aspects of personal finance including taxation, pensions, savings and investments.
Topics have been selected to help you prepare for the Practitioner Certificate Training and for future work with clients thereafter.
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 will provide links to further sources of information on the various topics, which can be used to gain additional knowledge.
Interested in the Practitioner Certificate Training?
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What do you cover in each session?
06 April 2021
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
12 April 2021
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
19 April 2021
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
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
Here's what past delegates have said
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, it was as though we were in the same room together at times.
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.
When do they take place?
Three evenings leading up to our next Financial Coach Practitioner Certificate Training in April 2021.
Each online session lasts 90 minutes and takes place 7:00pm - 8:30pm on each of the three days.
The evening seminar dates are:
Tuesday 6th April 2021
Monday 12th April 2021
Monday 19th April 2021
How are they run?
The seminars take place via Zoom, and will be recorded and uploaded to our online Training Platform so that you can revisit them later to support your learning.
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 Learning Log
- Additional personal finance resources
How much does it cost?
The cost to attend all three seminars with access to the Training Portal is £325 plus VAT (£390 including VAT).
How do I book a place?
Please complete the form below to book your place, or email [email protected] to arrange a call or to request more information. Once we receive your booking form, an invoice will be issued with payment details.
Submit this form to receive an invoice for the course fee of £390 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 £390 including VAT via bank transfer to secure a place on the Personal Finance Seminar Series Tuesday 6th April to Monday 19th April 2021.