Case-Based Learning
Work through actual scenarios our instructors encountered in their professional practice
Expert-Led Budget Mastery
Learn directly from seasoned financial professionals who've guided hundreds through successful budget transformations
Meet Our InstructorsYour Financial Mentors
Each instructor brings decades of real-world experience, having worked with clients ranging from young professionals to established business owners facing budget challenges.
Barnaby Fletcher
Senior Budget Strategist
After fifteen years helping families navigate financial crises at Citizens Advice Edinburgh, Barnaby developed the systematic approach we teach today. He's particularly skilled at working with people who've never tracked expenses before, making complex financial concepts feel approachable and manageable.
Winifred Ashworth
Behavioral Finance Specialist
Winifred spent twelve years as a debt counselor before transitioning to preventive financial education. She understands the psychological barriers that prevent people from sticking to budgets and has developed practical techniques that address the emotional side of money management.
Temperance Wilde
Small Business Finance Expert
Temperance worked as a financial controller for various Scottish SMEs before becoming an educator. She specializes in helping individuals understand the difference between personal and business budgeting principles, especially useful for freelancers and small business owners managing mixed finances.
Teaching Philosophy: Real Problems, Practical Solutions
Our instructors don't just teach theory. Every lesson stems from actual client cases they've encountered over the years. You'll work through scenarios based on real situations: the couple with three kids and mounting childcare costs, the recent graduate with student loans, or the small business owner juggling personal and business expenses.
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Personalized Feedback
Get individual guidance on your specific budget challenges and goals
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Progressive Complexity
Start with basic tracking and gradually tackle more complex financial planning
The Mentorship Process
Rather than generic lectures, our approach centers on building a supportive relationship between instructor and student. Each participant receives ongoing guidance tailored to their specific circumstances and challenges.
1
Initial Assessment
Your instructor reviews your current financial situation and identifies the specific areas where you need support. This isn't about judgment - it's about understanding your starting point and creating a realistic path forward.
2
Customized Learning Plan
Based on your assessment, we design a learning sequence that addresses your most pressing needs first. Some students need help with expense tracking, others with debt management, and some with long-term planning.
3
Weekly Check-ins
Regular one-on-one sessions with your instructor ensure you're making progress and address any obstacles you encounter. These aren't formal meetings - more like conversations with a knowledgeable friend who wants to see you succeed.
4
Long-term Support
Even after completing the core program, you maintain access to your instructor for occasional questions and guidance. Financial situations change, and having expert support during transitions can be invaluable.
Ready to Work with Financial Experts?
Our next cohort begins in September 2025. Places are limited to ensure each student receives adequate attention.
Reserve Your Spot