This half-day course empowers participants to take full control of their financial lives. Through a blend of psychological insight, practical calculation, and strategic planning, delegates will master budgeting, debt management, credit reporting, and scam avoidance. The course moves from understanding personal money scripts to building a robust, future-proof financial plan, ensuring long-term stability and peace of mind.
Ever felt like money controls you, instead of the other way around?
What if you could finally understand your habits, take charge of your finances, and build real peace of mind?
This half-day Financial Wellbeing course gives you the insight and tools to do just that.
You’ll uncover the hidden beliefs shaping your spending, calculate your true financial position, and learn how to read and improve your UK credit report.
You’ll gain practical strategies to stop money leaks, make smarter choices, and create a plan that lasts.
It’s practical, empowering, and designed for real life — not theory.
Available as an open course, closed group session, or one-to-one coaching, it fits your needs.
And yes, it counts towards three CPD hours.
To find out more, contact us at lets talk at e q v dot co dot uk.
Counts towards 3 CPD HoursHalf DayAM/PMOpen Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Identify and challenge personal 'money scripts' and limiting beliefs that drive financial behaviour.
Accurately calculate net income, fixed and variable expenditure to establish a precise financial baseline.
Access and interpret UK credit reports from major agencies to understand creditworthiness and improve scores.
Apply the 'Value vs Cost' matrix to prioritise spending and eliminate financial leaks effectively.
Evaluate and select appropriate debt repayment strategies, such as the Snowball or Avalanche methods.
Navigate the UK benefits system and identify potential entitlements to increase household income.
Recognise common financial scams and fraud tactics to protect assets and personal data.
Construct a realistic budget with an emergency fund hierarchy to manage life's major financial events.
Your Post-Course Challenge
Within 7 days, create a written budget using the 50/30/20 framework or a debt repayment plan.
Identify one 'Low Value/High Cost' item in your spending and eliminate it this month.
Set up a monthly calendar reminder to review your finances on the first of every month.
Check your credit report with one of the three major agencies.
Counts Towards 3 CPD Hours
This course contributes 3 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This course is designed for anyone seeking to gain greater control over their personal finances, regardless of their current financial situation or background. Whether you are looking to build healthier money habits, overcome debt, or simply feel more confident managing your money, this course provides the foundational knowledge and practical tools to support lasting financial wellbeing.
This course is ideal for:
Individuals feeling overwhelmed by money who want to reduce financial stress and gain clarity on their income and expenses.
Those aiming to improve their credit score who need to understand how credit reporting works in the UK and what steps they can take to strengthen it.
People managing debt who are looking for effective, sustainable strategies to repay what they owe without worsening their situation.
Anyone wanting to avoid financial scams who wishes to recognise common fraud tactics and protect their personal and financial information.
Individuals navigating life changes such as starting a family, changing careers, or preparing for retirement, who need to adapt their finances accordingly.
Those seeking to build long-term financial resilience who want to create a realistic budget and emergency fund plan that supports stability through unexpected events.
No prior experience needed
No prior financial knowledge or experience is required to benefit from this course. It is accessible to all, whether you are just beginning to engage with your finances or looking to refresh and strengthen your existing understanding in a supportive, non-judgmental environment.
What you will take away
Delegates will leave with a clearer sense of control over their finances, practical skills to manage money day-to-day, and increased confidence in making informed financial decisions. You will gain the ability to plan for both expected and unexpected expenses, protect yourself from financial harm, and work steadily toward greater financial security and peace of mind.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is 1/2 Day
Engaging tutor led event
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per delegate for open public course
£449.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
