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Foundation in Personal Financial Planning

This event focuses on helping you understand and take control of your daily finances. We cover the basics of budgeting, taxation, borrowing, mortgages, and savings.  By understanding the basics we can learn how to cope with a financial shock, understand how we can financially plan for our life choices and help build greater clarity and security.

Event Topics

5 Pillars of Financial Wellbeing

Beating the Cost of Living Crisis

Personal Budgeting

Types of Borrowing




The Presenters

All of our events are presented by qualified individuals with the experience to provide accurate guidance. Our financial wellbeing events are hosted by certified money coaches, supported by a team of qualified financial advisers. This allows us to provide both engaging and financially accurate events. 

Trusted By

Some Planned Future clients


This event can be presented online using your preferred webinar platform or onsite at your business. 

Event Time

This event lasts 1 hour and includes time for questions. 

Learning outcomes

This financial education event aims to help prepare employees for a successful financial future. We cover a range of financial topics to help employees manage financial shock and plan for the future.

Request Event Information

To learn more and request a full agenda, simply complete this form.