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Financial planning documents and analysis tools

Our Educational Programmes

Comprehensive financial courses for every stage of life

Financial literacy develops best when learning matches the learner. A child grasping the concept of delayed gratification requires different methods than an adult navigating pension contributions. Our programmes recognise these distinctions, offering targeted education that meets people where they are.

Each course combines theoretical understanding with practical application. Participants do not merely listen; they engage with realistic scenarios, make decisions, and see consequences unfold in controlled environments.

Programmes for Young Learners

Building financial foundations from an early age

Child learning about money and savings concepts

Young Savers Programme

Designed for children aged 7-12, this interactive programme introduces fundamental money concepts through games, activities, and storytelling. Participants learn about saving, spending wisely, the difference between needs and wants, and setting financial goals.

Duration: 8 weeks (Saturday mornings)

Class size: Maximum 12 participants

£149 / complete course
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Teenagers participating in financial literacy workshop

Teen Financial Foundations

For teenagers aged 13-17, this comprehensive course covers banking basics, understanding credit and debt, responsible spending, saving for significant goals, and an introduction to entrepreneurship and earning. Perfect preparation for financial independence.

Duration: 10 weeks (Saturday afternoons)

Class size: Maximum 15 participants

£219 / complete course
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Adult Education Programmes

Taking control of your financial present and future

Adult attending financial planning workshop

Adult Budgeting Essentials

This practical workshop helps adults establish or improve household budgeting practices. Topics include income and expense tracking, creating sustainable budgets, managing irregular income, reducing unnecessary spending, and building emergency funds.

Duration: 6 weeks (Weekday evenings)

Class size: Maximum 18 participants

£279 / complete course
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Investment portfolio analysis and charts

Investment Fundamentals

An accessible introduction to investing for beginners. Learn about different asset classes including stocks, bonds, and funds. Understand risk and return, diversification principles, tax-efficient accounts like ISAs and pensions, and how to evaluate investment options.

Duration: 8 weeks (Weekday evenings)

Class size: Maximum 15 participants

£349 / complete course
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Advanced and Specialist Programmes

Deepening knowledge for experienced learners

Advanced financial strategy discussion

Advanced Portfolio Management

For those with existing investment experience, this course explores sophisticated strategies including asset allocation, rebalancing techniques, market analysis frameworks, sector rotation, and building portfolios aligned with specific financial goals and risk tolerances.

Duration: 10 weeks (Weekday evenings)

Prerequisite: Investment Fundamentals or equivalent

£449 / complete course
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Family discussing financial planning documents

Family Wealth Planning

A comprehensive programme for families seeking to build, preserve, and transfer wealth across generations. Topics include estate planning fundamentals, tax-efficient giving, trust structures, intergenerational communication about money, and legacy planning.

Duration: 12 weeks (Weekend sessions)

Recommended: Bring family members

£529 / complete course
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What to Expect from Our Courses

Every Peak Robin course follows our signature teaching methodology, combining structured learning with hands-on practice. Here is what participants typically experience:

Week-by-week progression: Each session builds upon previous learning, allowing concepts to develop naturally. We never overwhelm participants with too much information at once.

Interactive exercises: From budgeting simulations to mock investment scenarios, every course includes practical activities that reinforce theoretical concepts.

Small group discussions: Learning from peers often proves as valuable as formal instruction. Our courses include structured opportunities for participants to share experiences and insights.

Take-home materials: All participants receive workbooks, templates, and resources they can use long after the course concludes.

Ongoing support: Questions arise after courses end. Graduates receive access to periodic workshops and can contact instructors with follow-up questions.

Questions About Our Programmes?

Contact us to discuss which course best suits your needs and circumstances.

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Important Notice: Our courses provide financial education and do not constitute personalised financial advice. Course fees are non-refundable once the course has commenced unless exceptional circumstances apply. Prices are valid for the current term and may be subject to change. We recommend that participants seek independent financial advice before making significant investment or planning decisions. Educational outcomes vary between individuals.