We exist to create positive impact on people's lives
We’ve designed our programmes to provide financial literacy with actionable takeaways. Simple, professional education for your employees delivered in a highly-approachable and inclusive environment.
Our Solutions
Financial wellness
for any organisation
Financial and investing literacy are low, and studies show that financial stress can impact employee's productivity at work.
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​This programme of three 1.5 hour sessions complements a broader financial wellness programme to equip employees with practical information about the foundations of investing, through the lens of their own investments.
Designed for people of all backgrounds, with any level of experience, and this programme offers actionable information about why we invest and investment principles to improve their financial wellbeing.
Financial institutions
Many roles within financial institutions are highly skilled and are not client or market facing. Learning financial fundamentals brings huge value to employees in terms of job fulfilment and increased understanding and alignment with the firm's mission.
This programme has been developed to educate on investing through the lens of the industry and usually ranges from three to six 1.5 hour sessions.
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Programmes are highly bespoke, and typically focus on macro economics, securities, market dynamics and the asset management industry.​​