Financial Strategy Learning Program

Master practical financial planning through hands-on learning with experienced professionals. Our comprehensive program launches September 2025.

Learn Real Financial Planning

We've designed this program after years of working with clients who wished they'd learned these skills earlier. You'll spend six months understanding how successful people actually manage money, build wealth, and make financial decisions.

This isn't about quick fixes or get-rich schemes. We focus on the fundamental principles that work over time - budgeting systems that actually stick, investment strategies for regular people, and the psychology behind good financial choices.

Weekly sessions with practicing financial planners
Real case studies from actual client situations
Hands-on practice with planning tools and software
Small groups of 12-15 participants maximum
Individual progress sessions every month

Students engaged in financial planning workshop session

Meet Your Instructors

Both Sarah and Emma continue working with clients while teaching, bringing current market insights and real-world experience to every session.

Sarah Blackwood

Senior Financial Planner

Sarah has guided over 300 families through major financial decisions in her 12 years of practice. She specializes in helping people understand investment basics and create realistic long-term plans. Her approach focuses on making complex financial concepts accessible to everyone.

Emma Richardson

Retirement Planning Specialist

Emma spent eight years in corporate finance before switching to personal financial planning. She brings a practical understanding of how financial markets work and helps participants develop solid foundational knowledge about money management and wealth building.

Program Structure & Timeline

Our 24-week program runs from September 2025 through February 2026, with flexible scheduling to accommodate working professionals.

Duration & Schedule

Six months of weekly sessions, every Tuesday evening from 6:30-8:30 PM. Holiday breaks built in around Christmas and New Year.

Group Size

Maximum 15 participants to ensure individual attention and meaningful discussion during case study sessions.

Location

Our Luton training center, with parking available. Alternative online sessions during severe weather or personal emergencies.

Materials Included

Planning workbooks, access to professional software demos, and resource library with recommended reading.

Early Registration Opens March 2025

We typically fill our autumn program by June, so early registration gives you the best chance of securing a spot. Contact us to join our interest list and receive program updates.

Join Interest List