Skip to content Skip to footer

Financial capability resources

These new financial capability resources have been developed to meet the changing needs of the service, whilst also building on the strengths of our older resources. 

The older resources have been de-constructed, revamped and re-organised. In addition, entire new areas of financial capability are now being covered. Increasingly financial capability is being integrated into the advice we give and this has shown a need for smaller bite-size activities that can fit into existing advice.

  • In the topics section, you will find over 150 resources. These are arranged into bite-size activities allowing you to pull together tailor-made sessions very quickly. If you want to use more traditional sessions, over two dozen recommended packs are also included.
  • In the toolkits section, you will find resource toolkits that have been developed for use with particular client groups and using new and innovative methods, for example live web chat.
  • In the support section you will find best-practice guides, glossaries, online interactive materials and presentations that can be used when introducing new models, materials and approaches.

We plan to evolve and grow these resources based on feedback - please email

The older Citizens Advice and Skilled 2 Go resources are no longer available on our website. If you would like to access a specific resource from this older library, please contact

Disclaimer - the TV license fee has gone up from £145.50 to £147 from 1 April 2017. Several of our resources contain information on TV licensing, and this will be updated as soon as is practical. We appreciate your patience, and further information can be found here at

Resource topics

Financial capability session packs and bite-size activities arranged by topic.

Resource toolkits

Financial capability toolkits for working with different client groups and using new and innovative delivery models.

Digital money coaching

Session packs and bite-size activities to support clients to embed financially capable habits and behaviours whilst improving their digital capability and computer skills.

Welsh resources

Welsh translations of our core activities most essential to delivering financial.