Planned Future

Foundation in Personal Financial Planning

This CPD Certified 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

Our financial wellbeing events are hosted by 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. 


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 Agenda

Complete the form and our team will be in touch with a more detailed agenda for Foundation in Personal Financial Planning.