Financial Education

As a specialist training provider supported by industry experts and government, we believe in the value of financial education, and ensuring everyone has access to it.

Why is financial education important?

Since 2014, schools have been delivering Financial Capability as part of the National Curriculum. Initial results suggest the new Curriculum is having a positive impact on young people. Better educated young people make for more financial savvy adults, improving their attitudes towards money, and the need for financial advice.

All these factors have a positive impact, not only on the financial advice sector, but on the whole UK economy.

We surveyed our members in 2017, and they’re passionate about delivering this initiative with NMBA.

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How can you get involved?

As an adviser, you are uniquely placed to support schools, who are constantly being pushed to deliver more and more. You can champion the Financial Capability curriculum by investing your time in the young people in your local community.

With our specialist support and resources, you’ll have everything you need to deliver financial education to 16-18 year olds. Our industry experts developed the ‘Young Persons Guide to Money’ on a range of practical subjects, such as:

  • Earnings and taxation
  • Budgeting
  • Saving money
  • Investing money
  • Retirement planning
  • Mortgages
  • Financial protection

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Educating the next generation of financial advisers

By developing relationships with local schools and colleges, you’ll have the opportunity to share your experiences and professional development as a financial adviser, and educate young people on the benefits of an apprenticeship and career in financial advice.

Find out more about our apprenticeships