Financial Skills Training Programs

Build practical money management capabilities through structured learning programs starting autumn 2025. Real-world applications for everyday financial decisions.

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Comprehensive Financial Education

Our upcoming programs focus on building actual skills you'll use in real situations. From budgeting basics to investment fundamentals, each course connects theory with practical application.

  • Interactive workshops with real-world scenarios
  • Flexible evening and weekend scheduling options
  • Small group formats for personalized attention
  • Take-home resources and planning tools
  • Ongoing support through online community
Students working together on financial planning exercises in a collaborative learning environment

Program Pathways

Foundation Track

Essential money management skills including budgeting, saving strategies, and debt reduction techniques. Perfect for building confidence with everyday financial decisions.

8 weeks • Starting September 2025

Investment Basics

Introduction to investment concepts, risk assessment, and portfolio fundamentals. Covers both traditional and modern investment approaches with practical exercises.

6 weeks • Starting October 2025

Property & Planning

Home buying process, mortgage basics, and long-term financial planning strategies. Includes retirement planning fundamentals and insurance considerations.

10 weeks • Starting November 2025
Marcus Chen, experienced financial educator and curriculum developer

Marcus Chen

Lead Financial Educator

Learning from Experience

Marcus brings fifteen years of financial planning experience to our programs. He's worked with hundreds of individuals and families, helping them navigate everything from first home purchases to retirement planning. His approach focuses on making complex concepts accessible and actionable.

Teaching Philosophy

Real examples from actual client situations (anonymized)
Interactive exercises that simulate real decisions
Emphasis on building confidence through practice
Honest discussions about both opportunities and risks
Focus on long-term thinking over quick fixes

Enrollment Process

Now Open

Information Sessions

Join us for informal Q&A sessions where you can learn more about each program track, ask questions, and get a feel for our teaching approach. No commitment required.

July 2025

Early Registration Opens

Priority enrollment begins for all autumn programs. Early registrants receive program materials in advance and access to our online preparation resources.

August 2025

Pre-Program Preparation

Registered participants receive welcome materials, reading lists, and access to our student community platform. Optional preparatory workshops available.

September 2025

Programs Begin

Classes start with foundation sessions. All programs include both group sessions and individual progress check-ins throughout the duration.